WILL INFORMATION QUESTIONNAIRE

COMPLETE FOR EACH PERSON WHO WANTS A WILL PREPARED & EMAIL TO US 

Will information Questionnaire (docx)

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About Us

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Paralegal Services

 

  • Wills
  • Powers of Attorney 
  • Personal Directives 
  • Will Probate Forms
  • Transmission of  jointly owned assets
  • Consultation on death taxes
  • Incorporation and other corporate documents

 

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Perspective & Experience

 

You do not need a lawyer for these services. 


Get a Will customized  to your circumstances (not a template Will) at reasonable cost. 


We will work with you in a way you prefer:


  •  meeting
  •  phone conversation
  •  email


You pays us  when you received our products. 


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Frequently Asked Questions

 Why I need a Will?


  • to decide who will receive your property
  • to name a legal guardians of you minor children 
  • to keep your children from wasting away your assets by setting up a testamentary trust
  • to reduce taxes on your death


Is  Probate  Required? 


Yes, if:


  • You  own property that is in your individual name (real estate, stock, cars, bank accounts) to transfer such property to your beneficiaries
  • you have unpaid debts
  • you have minor children and there is no surviving parent
  • there is disagreement about property distribution


Is  probate automatic?


  • No, someone need to prepare, serve and  file papers with the probate court


Will I own any taxes on my death?


  • You may, depending on your assets and terms of your Will 


What if a person dies without a Will  

(intestate)?


  • A letter of administration must be granted by a surrogate court in order to transfer the deceased's property to beneficiaries under intestate rules



Contact Us

Email us with any questions or request for information

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Wills and Probate Experts

(403) 454-5205