Wills & Trusts Questionnaire

THE HARRIS FIRM LLC - WILLS & TRUSTS QUESTIONNAIRE

Preferred Method of Payment (You DO NOT Have to Make a Payment When You Submit the Questionnaire)*
Please Let Us Know How You Are Going to Make a Payment. If You Pay On the Website, then we can get you the documents by email or mail or set up an appointment to meet the attorney in an office to sign everything in person.
- Credit/Debit Card Online
- Drop off at office
- Set up Appointment with Attorney
Your Full Name*
Your Address (including County that you live in)*
Your Phone Number*
Your Email Address*
Your Date of Birth*
Spouse Full Name (if applicable)
Spouse Address (including County they live in)
Spouse date of birth
If Needing a Will, please list the names, date of birth, address, and relationship to you of all individuals you are leaving your assets to in your will
Please list each person receiving inheritance in your will and their relationship to you.
If needing a will, please list who will be the executor of your will? Then list who would be second choice and third choice if you have a third person in mind.
An executor is the person who administers the will and makes sure the wishes are carried out. For each person named, list their full name, address, date of birth, and relationship to you.
If we are doing a will for you, then please list here who is going to be the beneficiary of the will.
Please just list their names and what they are getting.
If needing a will, then how would you wish the funeral expenses to be paid? From your estate or do you have an alternate preference?
Do you need a Trust? If so please state why you think you need one and who you would like to set up as the Trustee (name, date of birth, and relationship to you)

THE HARRIS FIRM LLC - WILLS & TRUSTS QUESTIONNAIRE

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