Simple Will Form

A form to help The Moon Law Firm prepare a simple will for you.

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

First Name

Last Name

Email Address

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone

(###)

###

####

County of Residence

Country of Citizenship

SPOUSE’S INFORMATION

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

First Name

Last Name

Spouse's Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Spouse's Phone

(###)

###

####

Spouse's Email

Spouse's County of Residence

Spouse's Country of Citizenship

NATURAL CHILDREN’S INFORMATION

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

First Name

Last Name

Child #1 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Child #2 Name

First Name

Last Name

Child #2 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Child #3 Name

First Name

Last Name

Child #3 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Child #4 Name

First Name

Last Name

Child #4 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

STEPCHILDREN’S INFORMATION

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

First Name

Last Name

Step-Child #1 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Step-Child #2 Name

First Name

Last Name

Step-Child #2 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Step-Child #3 Name

First Name

Last Name

Step-Child #3 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Step-Child #4 Name

First Name

Last Name

Step-Child #4 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Radio

Treatment of Step-Children

Treat Step-Children same as natural children?

Exclude Step-Children

GRANDCHILDREN’S INFORMATION

It is important for us to have your most recent contact information.

Grandchild #1 Name

First Name

Last Name

Grandchild #1 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Grandchild #2 Name

First Name

Last Name

Grandchild #2 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Grandchild #3 Name

First Name

Last Name

Grandchild #3 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Grandchild #4 Name

First Name

Last Name

Grandchild #4 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

ALTERNATIVE BENEFICIARIES INFORMATION

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

First Name

Last Name

Alternative Beneficiary #1 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Alternative Beneficiary #2 Name

First Name

Last Name

Alternative Beneficiary #2 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Alternative Beneficiary #3 Name

First Name

Last Name

Alternative Beneficiary #3 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Alternative Beneficiary #4 Name

First Name

Last Name

Alternative Beneficiary #4 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

EXECUTOR INFORMATION

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

First Name

Last Name

Executor #1 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Executor #2 Name

First Name

Last Name

Executor #2 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Executor #3 Name

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Executor #3 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Executor #4 Name

First Name

Last Name

Executor #4 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

GUARDIAN INFORMATION

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

First Name

Last Name

Guardian #1 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Guardian #2 Name

First Name

Last Name

Guardian #2 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Guardian #3 Name

First Name

Last Name

Guardian #3 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Guardian #4 Name

First Name

Last Name

Guardian #4 Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country