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Estate Planning Questionnaire and Worksheets (Florida) WILL-FL 104 - Legal Forms
| Estate Planning Questionnaire and Worksheets (Florida) Form. This is a Legal Forms form and can be used in Miscellaneous Wills And Trusts . |
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Client Information Legal name: First List all prior legal names. middle last List all other names used. Date of birth: Place of birth: city Social Security number: U.S. citizen: Yes No / / Resident of: street address city state zip code No County state country / / Permanent address: Do you claim homestead exemption Yes Telephone numbers: Home Work Cell phone Occupation: Marital status: Employer: single / married / divorced / separated / widowed No Marital history: Have you ever been divorced or widowed? Yes Family Information Spouse If you are currently married, please state the date and place of your marriage, and the legal name and birth date of your spouse: Date of marriage: / / Date City Legal name of spouse: Maiden Name first Date of birth of spouse: / / No state country middle last Did you enter into a "pre-nuptial" or "post-nuptial agreement"? Yes If yes, please attach a signed copy with all subsequent modifications. Have you ever lived in Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington or Wisconsin while you were married? Yes No If yes, did you purchase a home or other real property in that state? Yes No Children If you have any children, please state the legal name, birth date and current address of each of your children and state whether a child has any children (i.e., your grandchildren). Do not include a step child or foster child who lives with you. Use additional sheets if necessary. 1. Legal name: first Current address: street address city state zip middle last Date of birth: Telephone #: 2. Legal name: first Current address: street address Date of birth: Telephone #: 3. Legal name: first Current address: street address Date of birth: Telephone #: 4. Legal name: first Current address: street address Date of birth: Telephone #: / / Children #: middle last city / / state Children #: zip middle last city / / state Children #: zip middle last city / / state Children #: zip Has any child predeceased you ? YES Did they have children YES /NO /NO Information for Representative your will or trust / Fiduciaries / Personal Who do you want to nominate as the "personal representative" or the executor of your estate? Married people often select their spouse. Please note that under Florida law, if the personal representative is not related to you, or the spouse of someone related to you, he or she must be a Florida resident. You may also select "joint" personal representatives or a "corporate" personal representative (e.g., bank or trust company). Personal Representative Legal name: first Current address: street address city Relationship to you: Alternate Personal Representative Legal name: first Current address: street address city state zip County middle initial last state zip County middle initial last Relationship to you: Some probate judges will allow the personal representative to serve without having to post a bond if the decedent's will waives the bond requirement. Other judges refuse to allow a waiver because of concerns about protecting estate creditors and beneficiaries from misfeasance or nonfeasance. Do you want your personal representative or alternate to be required post a bond (which is paid by your estate) to be able to serve? Yes No Trustee If you are considering establishing a trust during your life or after your death for a spouse, child, grandchild, parent or another person or charity (especially to avoid payment of large sums of money to a beneficiary at one time, or prior to a beneficiary attaining a certain age, or for a specific purpose), whom do you want to nominate as the trustee? You may also select "co-trustees" or a "corporate" trustee (e.g., bank or trust company). Legal name: first Current address: street address city Relationship to you: Alternate Trustee Legal name: first Current address: street address city state zip County middle initial last state zip County middle initial last Relationship to you: Do you want your trustee or alternate to be required to post a bond (which is paid from the trust assets) to be able to serve? Yes No Guardians If you have any children who are minors, a guardian should be named in your will to care for their person and to manage their property until they attain 18 years of age in the event of the death of both parents. You may nominate "joint" guardians. You may also nominate separate guardians for a child, that is, a "guardian of the person" and a "guardian of the property" especially if a proposed guardian may not be suitable for handling a child's property and finances. A guardian of the property could include a "corporate" guardian or corporate co-guardian. Please note that under Florida law, if the person you nominate as guardian is not related to the child, he or she must be a Florida resident to be appointed. Legal name: first Current address: street address city Relationship to you: Alternate Guardian state zip County middle initial last Legal name: first Current address: street address city Relationship to you: Specific bequests List any specific items (e.g., automobiles, jewelry, personal effects, etc.) or specific amounts of money that you wish to leave to one or more beneficiaries. If you have a large number of items of "tangible personal property" that you want to give to several persons, you may want to consider having a "separate writing" prepared. state zip County middle initial last Item or Beneficiary Name of Relationship Address of Beneficiary Amount If a beneficiary of a specific bequest does not survive you, state who is to receive his or her share (e.g., the children of that beneficiary or one or more other persons). Residue After paying expenses of administration and any debts and taxes, and after distributing any specific bequests, a residue may remain. State who should receive the residue and in what amount or percent. Name of Beneficiary Address of Beneficiary Relationship Percentage or Amount If a residuary beneficiary does not survive you, state who is to receive his or her share (e.g., the children of that beneficiary or one or more other persons). Trusts If you are considering establishing one or more trusts during your life or after your death, describe some of the general provisions you think are important. . Additional information Use this space to provide any additional information concerning your testamentary intentions. . Miscellaneous Do you currently have: (If yes to any please attach signed copies with any codicils or amendments A "will" o
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