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Quick Clicks - Please answer the following questions:
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Yes
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No
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1. Do you need estate tax planning provisions?
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2. Have you been married before?
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3. Do you have children with a person other than your spouse?
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4. Do you own real estate in any state other than North Carolina?
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5. Do you have any children that are disabled?
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6. In case of a common disaster in which you and your spouse die at about
the same time do you want your spouse to be deemed to have survived you?
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BACKGROUND: PERSONAL INFORMATION:
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Your Name (first, mi & last):
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Spouse's Name:
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Your address:
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County of residence:
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Your email address:
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Your phone number:
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Children's Names & Ages:
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APPOINTMENT OF EXECUTOR:
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A. Initial Executor:
Please indicate the name and relation of your first choice for executor. (if spouse just
indicate "spouse") ex. "John C. Jones, Son" or "Bill E. Smith, Friend".
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First choice for executor:
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B. Successor Executor:
If the person named as your initial executor is unable or unwilling to serve as your executor, please
state the name and relation of the person you would like to serve as your successor.
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Second choice for Executor:
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C. (optional) Second Successor Executor:
If the persons named as your initial executor and your first successor are both unable or unwilling to
serve as your executor, please state the name and relation of the person you would like to serve as
your second successor.
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Third choice for Executor:
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DISPOSITION OF PROPERTY:
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A. If you have a spouse and your spouse survives you . . .
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1. Do you want your spouse to inherit all of your property (real/personal/tangible &
intangible) upon your death, check the box to the right.
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OR
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2. If you do not want your spouse to inherit all of your property if you die before he or she
does, please explain generally how you would like to leave your property. (See below for
specific bequests.) ex. - Spouse 1/2 split the other 1/2 equally among my children.
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If you have specific items of property that you would like to leave to individuals in your
will, please specify those below in section C.
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B. If you do not have a spouse or if your spouse does not survive you.
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1. Do you want your children to inherit all your property in equal shares? If so,
check the box to the right.
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OR
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2. If you do not have children or if you do not want your children to inherit all of your
property equally, please describe in general how you would like to split your property, below.
(but see below for Specific Bequests). ex. "1/2 to daughter Joan S. Smith & 1/4 to son,
Billy Joe Smith & 1/4 to granddaughter, Jenny Joe Smith. None to son, Joe Jackson Smith."
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3. If one or more of your children do not survive you, do you want each deceased child's
share to be divided equally among the deceased child's children? (if so, check box).
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If not, do you want any deceased child's share to go to your other then living children in
equal shares? (if so, check the box to the right).
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If not, please explain below how you would like to leave any deceased child's share:
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4. Trust for Minors. If you have minor children or grandchildren who may receive property
pursuant to your Will, do you want to leave each such child or grandchild's share in a trust for
the benefit of the child until he/she reaches a certain age? If so, indicate the age or ages that
you want to disburse the trust assets below: ex. ("21" or "50% at 21 & balance at 25")
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Please explain who you would like to serve as trustee of any trust created for the benefit of
your minor children/grandchildren:
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C. Specific Bequests. If you have specific property that you would like to go to specific
beneficiaries and you want said bequests included in your will (see Article III of Sections of
Your Will).
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Beneficiary:
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Property:
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In addition to or in lieu of completing the fields above indicating beneficiaries for
specific bequests, you can submit a separate list of items and beneficiaries via email to
info@johnsonmoorelaw.com. Please check the box to the right if you intend to send a
list of specific bequests.
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GUARDIAN PROVISIONS FOR MINORS OR LEGALLY INCOMPETENT CHILDREN
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If you have minor or legally incompetent children, you should name a person to act as
guardian of each such minor child in the even that your spouse does not survive you. Please
enter guardian(s) below . You should also consider naming a second choice for guardian in
case your first choice cannot act as such. Ex. "first choice - all children to my sister, Sally Mae
Jones and second choice - daughter Renny Mae to sister, Sally Mae Jones and son, Johnny to
my brother, Julius J. Jones."
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OTHER PROVISIONS OR INSTRUCTIONS:
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To order powers of attorney, click here.
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