Estate Information
Importance of a Will
If you die without a Will, state law and the courts may determine who will administer your estate, handle financial matters, and act as guardian
for your minor children. With a Will, you decide all of these details.
In some instances, joint ownership of property may not be a good substitute for a carefully drafted Will. For instance, if you and your spouse died
as a result of a common accident, before the survivor had an opportunity to execute a proper Will, your property would pass to the person or
entity as determined by state law.
The law is very exacting in its requirements with respect to the publication, signing, and witnessing of Wills. It is recommended that this matter
be handled by a competent attorney. Homemade Wills may not stand up in court.
You should review your Will every few years, particularly if you have moved or your family situation has changed since you last executed a Will.
State laws vary as to formal requirements and the rights of children and grandchildren born after a Will was executed.
When you realize how much is at stake—the well-being of your entire family and the protection of your property—we believe you will find the
attorney’s fee for drafting your Will and planning your estate is a worthwhile investment.
I HAVE A WILL
�� Yes �� No Date of Will: _______________________________________________________________________________
LOCATION OF WILL
�� At home �� Attorney’s Office �� Other: ___________________________________________________________________
Executor/Executrix
Name: _________________________________________________________________________________________________
Address: ________________________________________________________________________________________________
City/State/ZIP: ____________________________________________________________________________________________
Phone: _________________________________________________________________________________________________
E-mail address: ___________________________________________________________________________________________
Prepared by:
Name: _________________________________________________________________________________________________
Address: ________________________________________________________________________________________________
City/State/ZIP: ____________________________________________________________________________________________
Phone: _________________________________________________________________________________________________
E-mail address: ___________________________________________________________________________________________
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