Will Builder

Thank you for considering my firm for your will drafting needs. The first step in the process is to complete my online Will Builder. The following questionnaire should take you 10 minutes. You can skip questions along the way and flag them for review later. Upon completion, please hit the draft my will button. Your answers will automatically be sent to my desk for review. Once I had a chance to review it, we can schedule a meeting or a call to discuss.

If you have a current Will, please send upload a copy so I can review it. Please do not remove the staples from your original will. Please do not send me your original Will.

    Testator Information

    Do you currently have a will?:

    Your Title:

    Your Full Name:

    Your Street Address:

    Address 2:

    City:

    State:

    Zip:

    Your Email:

    Your Phone:

    Are you married?:

    Spouse Full Name:

    Does your Spouse live with you?:

    Address:

    City:

    State:

    Zip:

    Your spouse is your:

    Have you ever been divorced?:

    Are you divorced?:

    Do you have children?:

    Children Information

    If married, are your children from your marriage with :

    Do you have children from a previous relationship?:

    How many children do you have?:

    1st Child Name: Age:

    Does Child No. 1 reside with you?:

    Child-1 Address:

    Is Child No. 1 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    1st Child Name: Age:

    Does Child No. 1 reside with you?:

    Child-1 Address:

    Is Child No. 1 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    2nd Child Name: Age:

    Does Child No. 2 reside with you?:

    Child-2 Address:

    Is Child No. 2 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    1st Child Name: Age:

    Does Child No. 1 reside with you?:

    Child-1 Address:

    Is Child No. 1 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    2nd Child Name: Age:

    Does Child No. 2 reside with you?:

    Child-2 Address:

    Is Child No. 2 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    3rd Child Name: Age:

    Does Child No. 3 reside with you?:

    Child-3 Address:

    Is Child No. 3 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    1st Child Name: Age:

    Does Child No. 1 reside with you?:

    Child-1 Address:

    Is Child No. 1 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    2nd Child Name: Age:

    Does Child No. 2 reside with you?:

    Child-2 Address:

    Is Child No. 2 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    3rd Child Name: Age:

    Does Child No. 3 reside with you?:

    Child-3 Address:

    Is Child No. 3 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    4th Child Name: Age:

    Does Child No. 4 reside with you?:

    Child-4 Address:

    Is Child No. 4 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    1st Child Name: Age:

    Does Child No. 1 reside with you?:

    Child-1 Address:

    Is Child No. 1 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    2nd Child Name: Age:

    Does Child No. 2 reside with you?:

    Child-2 Address:

    Is Child No. 2 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    3rd Child Name: Age:

    Does Child No. 3 reside with you?:

    Child-3 Address:

    Is Child No. 3 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    4th Child Name: Age:

    Does Child No. 4 reside with you?:

    Child-4 Address:

    Is Child No. 4 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    5th Child Name: Age:

    Does Child No. 5 reside with you?:

    Child-5 Address:

    Is Child No. 5 under the age of 18?:

    Given that you have a minor child, would you like to appoint a guardian for him/her?:

    Estate Information

    In the event of your passing, please briefly describe how you would like to leave your estate:

    Estate Information

    In the event of your passing, do you plan on leaving all of your estate to your Children?:

    What is the approximate value of your estate?:

    Would you like to distribute your entire estate equally to your children?:

    How would you like to distribute your estate:

    What is the approximate value of your estate?:

    Who would you like to leave your estate to:

    Who would you like to leave your estate to:

    Estate Information

    In the event of your passing, do you plan on leaving all of your estate to your spouse?:

    If your spouse has predeceased you, do you plan on leaving all of your estate to your children?:

    Would you like to distribute your entire estate equally to your children?:

    How would you like your estate distributed:

    What is the approximate value of your estate?:

    Would you like to distribute your entire estate equally to your children?:

    How would you like your estate distributed:

    What is the approximate value of your estate?:

    Estate Information

    In the event of your passing, do you plan on leaving all of your estate to your spouse?:

    What is the approximate value of your estate?:

    Executor Information

    Who would you like to serve as your Executor?

    Full Name:

    What is your relationship to your Executor?:

    Who would you like to serve as your Contingent Executor?

    Full Name:

    What is your relationship to your Contingent Executor?:

    Executor Information

    In the event that you predecease your Spouse, would you like for your Spouse to serve as your Executor?

    In the event that your Spouse is unable or unwilling to serve as your Executor, who would you like to serve as your Contingent Executor?

    Full Name:

    Who would you like to serve as your Executor?

    Full Name:

    What is your relationship to your Executor?:

    Who would you like to serve as your Contingent Executor?

    Full Name:

    What is your relationship to your Executor?:

    Guardianship Information

    Do you want to appoint a guardian for your children, should you and your spouse pass away leaving a minor child behind?:
    YesNo

    Do you know who you would like to be guardian for your children?: YesNo, I would have to give this some more thought

    Who would you like to serve as guardian of this child?

    Full Name(s):

    What is the Guardian’s relationship to your children under 18?:

    Trustees Information

    We have noticed that you have a minor child and a sizable estate, would you like for your assets to be held in trust?

    If yes, would you like them to be receive their inheritance when they reach the age of majority (18) or would you like for it to be spread out over time at periodic intervals of your choosing (i.e. some at 18, 21, and the balance at 25). This is common with estates where the parent wants to make sure the child doesn’t spend their inheritance at once.

    Do you want your EXECUTOR to act as your TRUSTEE?

    Do you know who you would like to be trustee for your children?:

    Who would you like to serve as your trustee

    Full Name:

    What is your relationship to your Trustee?:

    By clicking the SUBMIT button, you hereby acknowledge and agree that submission of this online Questionnaire does not create an attorney-client relationship with the Law Office of John A. Giacobbe, LLC (“Firm”). Accordingly, you will not be invoiced, and we will not be retained, until an attorney client relationship is established and you agree to the terms and conditions of retention with the Firm. This Web site provides general information about our Firm and cannot be relied upon as legal advice. Laws change all the time and differ from State to State. The legal principles discussed on this web site may differ substantially from your situation. You should consult an attorney about your particular situation. New York State does not certify specialists in the law, and we do not claim certification in any listed areas. Nothing on this web site should be interpreted to apply to any set of facts other than that indicated herein. The transmission of emails, form submissions, and information between us shall not constitute an attorney client relationship. An attorney client relationship shall only be formed after our written retainer agreement is signed by you and us.

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