WILL INFORMATION SHEET

Personal Information

 

Name: __________________________________________________________________

Address: _________________________________________________________________

Phone: Alternate Phone: ______________________________________________________

Social Security Number: ______________________________________________________

Spouse: __________________________________________________________________

Social Security Number: _______________________________________________________

Does your spouse reside at the same address? Yes____ No ____

Your Children (please list each child separately):

1. Name: __________________________________________________________________

Address: ___________________________________________________________________

Socail Security Number: ________________________________________________________

Date of Birth: _________________________________________________________________

Is this child a minor? Yes____ No ____

 

2. Name: __________________________________________________________________

Address: ___________________________________________________________________

Socail Security Number: ________________________________________________________

Date of Birth: _________________________________________________________________

Is this child a minor? Yes____ No ____

 

3. Name: __________________________________________________________________

Address: ___________________________________________________________________

Socail Security Number: ________________________________________________________

Date of Birth: _________________________________________________________________

Is this child a minor? Yes____ No ____

 

4. Name: __________________________________________________________________

Address: ___________________________________________________________________

Socail Security Number: ________________________________________________________

Date of Birth: _________________________________________________________________

Is this child a minor? Yes____ No ____

General Bequest: To whom do you wish to bequeath your estate? Please list your first choice and an alternative in the event your first choice predeceases you.

1. ___________________________________________________________________________________

2. _________________________________________________________________________

Specific Bequests: This will allow you to bequeath specific items to specific people.

(Please fill out this section only with specific gifts.)

1. _____________________________________________________________________________

2. _____________________________________________________________________________

3. _____________________________________________________________________________

4. _____________________________________________________________________________

5. _____________________________________________________________________________

Who do you wish to act as executor of your estate?

1st Choice Executor:

Name: ____________________________________________________________________________

Address: __________________________________________________________________________

Relationship: _______________________________________________________________________

 

2nd Choice Executor:

Name: ____________________________________________________________________________

Address: __________________________________________________________________________

Relationship: _______________________________________________________________________

 

3rd Choice Executor:

Name: ____________________________________________________________________________

Address: __________________________________________________________________________

Relationship: _______________________________________________________________________

If you have minor children, please list your first three choices of guardians for the children.

1st Choice of Guardian: ______________________________________________________________

Name: ___________________________________________________________________________

Address: _________________________________________________________________________

Relationship to you: _________________________________________________________________

Can this person act as a trustee for this child? Yes____ No ____

 

2nd Choice of Guardian: ______________________________________________________________

Name: ___________________________________________________________________________

Address: _________________________________________________________________________

Relationship to you: _________________________________________________________________

Can this person act as a trustee for this child? Yes____ No ____

 

3rd Choice of Guardian: ______________________________________________________________

Name: ___________________________________________________________________________

Address: _________________________________________________________________________

Relationship to you: _________________________________________________________________

Can this person act as a trustee for this child? Yes____ No ____

 

After completion, return to:

The Law Offices of Carroll & Hinojosa, PLLC

12702 Toepperwein Road, Suite 140

San Antonio, Texas 78233

Telephone (210) 650-9074

Facsimile (210) 650-3291

info@salawyer.com