Estate planning clients often arrive at the first meeting without the details a will depends on, like their children’s dates of birth or who they’d trust as executor. The Last Will and Testament Form Template is a will-planning questionnaire you send before drafting, so you start with their family, wishes, and contact details already in hand.
How Does the Last Will and Testament Form Template Work?
Law firms, estate planners, and legal aid clinics can use it as a will intake form, an estate planning questionnaire, or a last will and testament worksheet. The form doesn’t create a will. It gathers what you need to prepare one. Here’s what’s in it:
- About You: The client’s full legal name, date of birth, home address, and marital status. A spouse or partner name field appears only when they’re married or in a civil partnership.
- Your Family: A yes-or-no question about children. When the answer is yes, the form asks for each child’s name and date of birth, plus a guardian and an alternate guardian for minor children.
- Executor: The person the client would like to handle their estate, with room for an alternate.
- Specific Gifts: Optional notes on particular items or amounts the client wants to leave to someone.
- Rest of the Estate: Who should receive everything not covered by a specific gift.
- Funeral or Memorial Wishes: Optional preferences for burial, cremation, or a service.
- What Happens Next: A short note, in your firm’s words, explaining that this is a questionnaire and that you’ll prepare the will for signing.
- Contact Details: Email and phone, so you can follow up and book an appointment.
- Confirmation and Signature: A checkbox confirming the client understands the form isn’t a will, followed by their signature and the date.
You’ll get an email notification with each submission, and the client gets a short confirmation that you’ve received their answers. Edit the questions to match your intake process, add your firm’s name, and use the PDF addon if you’d like a copy of each submission for the client file. Signing, witness, and notary requirements for wills vary by state and country, so have your process and wording reviewed for the areas you serve.
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