Moon Law Firm Will Questionnaire

Please fill in the sections below to have The Moon Law Firm prepare a simple will for you today! If you have any questions as you are filling out the form, please feel free to contact us at 713-999-9398 or at JMoon@MoonLawFirm.com.

Name *
Name
Address *
Address
Phone *
Phone
It is important for us to have your spouse’s up to date contact information and place that in the will to clear any potential ambiguities.
Spouse's Name
Spouse's Name
Spouse's Address
Spouse's Address
Spouse's Phone
Spouse's Phone
It is important for us to have your natural children’s contact information for purposes of clearing up any ambiguities in the will. This assists us in distinguishing between natural and stepchildren as well. For additional children, please contact our firm for additional information sheets.
Child #1 Name
Child #1 Name
Child #1 Address
Child #1 Address
Child #2 Name
Child #2 Name
Child #2 Address
Child #2 Address
Child #3 Name
Child #3 Name
Child #3 Address
Child #3 Address
Child #4 Name
Child #4 Name
Child #4 Address
Child #4 Address
It is important for us to have your stepchildren’s contact information for purposes of clearing up any ambiguities in the will. This assists us in distinguishing between natural and stepchildren as well. For additional children, please contact our firm for additional information sheets. Please keep in mind; Step Children will be treated as natural children for purposes of your will unless otherwise noted. If you would like to treat Stepchildren differently than natural children, please note that in the notes section below.
Step-Child #1 Name
Step-Child #1 Name
Step-Child #1 Address
Step-Child #1 Address
Step-Child #2 Name
Step-Child #2 Name
Step-Child #2 Address
Step-Child #2 Address
Step-Child #3 Name
Step-Child #3 Name
Step-Child #3 Address
Step-Child #3 Address
Step-Child #4 Name
Step-Child #4 Name
Step-Child #4 Address
Step-Child #4 Address
Radio
Treatment of Step-Children
It is important for us to have your most recent contact information.
Grandchild #1 Name
Grandchild #1 Name
Grandchild #1 Address
Grandchild #1 Address
Grandchild #2 Name
Grandchild #2 Name
Grandchild #2 Address
Grandchild #2 Address
Grandchild #3 Name
Grandchild #3 Name
Grandchild #3 Address
Grandchild #3 Address
Grandchild #4 Name
Grandchild #4 Name
Grandchild #4 Address
Grandchild #4 Address
Alternative Beneficiaries are individuals or entities (for example charities) who will receive the benefit of your estate if you have no surviving heirs. Otherwise, your estate will simply pass to your closest relative. Designate an alternate beneficiary if you like. Otherwise, leave this section blank.
Alternative Beneficiary #1 Name
Alternative Beneficiary #1 Name
Alternative Beneficiary #1 Address
Alternative Beneficiary #1 Address
Alternative Beneficiary #2 Name
Alternative Beneficiary #2 Name
Alternative Beneficiary #2 Address
Alternative Beneficiary #2 Address
Alternative Beneficiary #3 Name
Alternative Beneficiary #3 Name
Alternative Beneficiary #3 Address
Alternative Beneficiary #3 Address
Alternative Beneficiary #4 Name
Alternative Beneficiary #4 Name
Alternative Beneficiary #4 Address
Alternative Beneficiary #4 Address
An “independent executor” is the person designated in your will to administer your estate, in accordance with your intent, with a minimum of court supervision and expense. An independent executor serves without posting a bond, files the will for probate, attends a hearing, takes an oath, obtains letters testamentary and files an inventory. If the testator of a will is married, the testator often designates his or her spouse as the independent executor. However, if the estate is substantial or burdensome to manage, the testator may wish to designate a management company as the independent executor. Alternatively, the testator could appoint a co-independent executor to assist the spouse.
Executor #1 Name
Executor #1 Name
Executor #1 Address
Executor #1 Address
Executor #2 Name
Executor #2 Name
Executor #2 Address
Executor #2 Address
Executor #3 Name
Executor #3 Name
Executor #3 Address
Executor #3 Address
Executor #4 Name
Executor #4 Name
Executor #4 Address
Executor #4 Address
If you have minor children, you may want to name an additional guardian other than your spouse for their care and support in the event of your death. A guardian may be designated either in your will or in a separate written instrument.
Guardian #1 Name
Guardian #1 Name
Guardian #1 Address
Guardian #1 Address
Guardian #2 Name
Guardian #2 Name
Guardian #2 Address
Guardian #2 Address
Guardian #3 Name
Guardian #3 Name
Guardian #3 Address
Guardian #3 Address
Guardian #4 Name
Guardian #4 Name
Guardian #4 Address
Guardian #4 Address