Gary Moore - Real Estate

NaperLaw.Com

Gary M. Moore, Attorney
-- Wills & Trusts Form --
Please fill out the form below and "submit" below or print out. Thank you.

First Name Last Name
Soc. Sec. #

Address: Street City State Zip
Phone: Home Work
Birth Date: Month Day Year

Employer's Name

Children's Full Name and Age

Spouse Data
First Name Last Name
Soc. Sec. #
Employer's Name 


List in the order of your preference the persons and/or banks you would want
 to name as executor of your estate, in case your spouse had predeceased you or was unable to 
act as executor.

    Name    
              
      Relationship
    
        
        City and State




List in the order of your preference the persons and/or banks you would want
 to name as guardian for your minor children.

    Name    
              
      Relationship
    
        
        City and State




List in the order of your preference the persons and/or banks you would want
 to name as a trustee for a children's trust.

    Name    
              
      Relationship
    
        
        City and State




What relatives, other persons, or charities would you want to provide for your Will if no
 Spouse or Descendant, (Child, Grandchild, or Great Grandchild) survives you?

    Name    
              
      Relationship
    
        
        City and State




Please answer the questions below:

    

  1. Have you or your spouse ever made a Will or a Trust before?
Yes
No
    

  2. Are any of your children adopted?
Yes
No
    

  3. Are any of your children physically or mentally handicapped?
Yes
No
    

  4. Do you have a safe deposit box?
Yes
No
    

  5. Do you own real estate outside of your home state?
Yes
No
    

  6. Are you a participant in a company profit sharing plan?
Yes
No
    

  7. Are you a participant in a company pension plan?
Yes
No
    

  8. Have you or your spouse ever been divorced?
Yes
No
    

  9. Have you or your spouse ever filed court proceedings to legally change your name or filed a correction of official birth records?
Yes
No
    

  10. Are you or your spouse the sole or main support of parents or other friends or relatives?
Yes
No
    

  11. Do you plan to make gifts in your Will or Trust to persons or charities outside your immediate family?
Yes
No
    

  12. Do you have any outstanding loans to or from immediate family members or blood relatives?
Yes
No
    

  13. Do you have any other person's name on your bank accounts, stocks, bonds, etc. as joint owners with you?
Yes
No
    

  14. Have you designated someone to have power of attorney on your bank accounts or safe deposit box in the event of your disability?
Yes
No
    

  15. Are you interested in the use of trusts as part of your estate plan?
Yes
No
    

  16. Do you have a joint checking account with your spouse?
Yes
No
    

  17. Has anyone else, such as a parent, child, brother or sister, placed your name on their bank accounts or safe deposit boxes as a joint owner?
Yes
No
    

  18. Are you unable to obtain a birth certificate for yourself or any member of your family?
Yes
No
    

  19. Are you receiving social security, company or veteran disability benefits or pensions?
Yes
No
    

  20. Have you made gifts of more than $10,000 to any one person?
Yes
No
    

  21. Are you the owner or beneficiary of any family or personal trust?
Yes
No
    

  22. Do you have any life insurance policies on your life "owned" by your spouse?
Yes
No
    




Check List of items to bring to meeting:

Existing Wills

Existing Trust Agreements










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