Will Package Intake Form

Client Information

Executor Information

This individual will be empowered to handle the distribution of the estate. Sometimes spouses serve for each other. For larger estates, it is often advisable to name several together as Co-Executors.
If primary cannot serve,

Guardian Information (if you have minor children)

Husband and wife team are often chosen
If primary cannot serve.

Distribution of Assets

Example: "everything to my spouse if living, otherwise, in equal shares to my children."
If distributing to children, should they receive their share at 18, 21, or use a stair-stepped distribution? (example: 1/3 at 21, 25, and 30)

Charitable Donations

If so, include the name of the charity(ies), their address(es), and what percent or amount of your estate you would like to leave to them. If your estate is larger than your spouse or children need, we recommend sharing some with charity.

Funeral and Burial Requirements

If you trust your executor to fulfill your desires, you can leave it to their discretion without requiring anything of them in the will.

Other Considerations or Instructions

Financial Power of Attorney Information

This individual will be empowered to make financial decisions on your behalf in the case you become incapacitated during your lifetime. If documents are being drafted for both husband and wife, each spouse is usually recommended to serve for one another as their primary financial agent
If primary cannot serve.

Medical Power of Attorney Information

This individual will be empowered to make medical decisions on your behalf in the case you become incapacitated during your lifetime. If documents are being drafted for both husband and wife, each spouse is usually recommended to serve for one another as their primary medical agent
If primary cannot serve.

Final Notes

Depending on the size and complexity of your estate, and your family dynamics, you should consider a Trust instead of a Will. Trusts can help protect an estate against fraud or undue influence, and can avoid probate for assets in the Trust. Avoiding probate may save you money, assist in your tax planning, reduce the amount of paperwork for your loved ones, and provide time for your family to disburse your estate, rather than being pressured by the government. Our team would be happy to consult with you further regarding the advantages and disadvantages of each option.

2452 S Seminole TrailMadison, VA 22727

The information on this page is not meant to provide legal advice or establish an attorney-client relationship.  If you have specific questions about your situation, please call (540) 718-9366 or email info@hlf.legal.

2452 S Seminole TrailMadison, VA 22727

The information on this page is not meant to provide legal advice or establish an attorney-client relationship.  If you have specific questions about your situation, please call (540) 718-9366 or email info@hlf.legal.

2452 S Seminole TrailMadison, VA 22727

The information on this page is not meant to provide legal advice or establish an attorney-client relationship.  If you have specific questions about your situation, please call (540) 718-9366 or email info@hlf.legal.