Asian Immigration Services - Will Questionaire

DO YOU WANT A WILL?

No one wants to think about death.

A WILL is a document, signed in a formal way, which directs the transfer of your property after your death. Without a will or other direction, the state decides how your property will be distributed. With a will or other direction, you exercise control.

There are other ways of transferring certain kinds of property on death, besides a will. Some are better for some things, some are worse, and there are 'trade offs' such as loss of control (as with life estates), or extra expense (as with trusts). Trusts can sometimes bring additional privacy, but usually at a greater cost and complexity.

BASIC QUESTIONAIRE - fill this out and bring it to our office at your appointment - with this information we will begin to prepare the papers for you. We will ask you about your property and other things at the interview. Your information is private, confidential and secret.

Your Name

Your Address (where you actually live)

Your contact telephone number

Your email address

Do you already have a will? If yes please bring it

Your Date of Birth

Your Social Security Number

Your citizenship

Are you married? If yes, what is your spouse's name

If you are not married, are you living with a spouse equivelant? If yes, what is that person's name?

Names and ages of your living children, include step children, adopted children, and children born out of wedlock and tell us which are which

Names and ages of living parents

Names and ages of living siblings

If you have children, and you and the other parent die, who do you want to take care of the children?

Who are your second and third choices?

Does that person know of your wishes?

Do you have any particular wishes about how your body should be treated upon your death - burial, cremation, scattering of ashes?

Do you wish any kind of celebreation - a mass, a wake - after your death?

Besides yourself, who knows the most about your business affairs?

Who do you want to take care of your affairs after your death?

Who are your second and third choices?

Do you want htat person to serve with or without bond?

Do you own a business or have other property that would require immediate attention or management if you die or become incapacitated?

Including life insurance on your life, is the value of all of your property, less all of your debts, more or less than $500,000?

Do you have any unusual family arrangements, business arrangements, or 'legal problems'?

Do you own property outside of the United States?

Do you want to give anything to a charity or church at your death?

Do you want to give money to any person at your death? Who and how much?

Who do you want to get the remainder of your property after your death, after any gifts that you described above? and in what shares or percentages?

Do you want some one to be able to manage your affairs if you become disabled? Who?

Do you want some one to be able to make decisions about your health care if you are in a coma in the hospital? Who?