WILL INFORMATION SHEET
Personal Information
Name: __________________________________________________________________
Address: _________________________________________________________________
Phone: Alternate Phone: ______________________________________________________
Social Security Number: ______________________________________________________
Spouse: __________________________________________________________________
Social Security Number: _______________________________________________________
Does your spouse reside at the same address? Yes____ No ____
Your Children (please list each child separately):
1. Name: __________________________________________________________________
Address: ___________________________________________________________________
Socail Security Number: ________________________________________________________
Date of Birth: _________________________________________________________________
Is this child a minor? Yes____ No ____
2. Name: __________________________________________________________________
Address: ___________________________________________________________________
Socail Security Number: ________________________________________________________
Date of Birth: _________________________________________________________________
Is this child a minor? Yes____ No ____
3. Name: __________________________________________________________________
Address: ___________________________________________________________________
Socail Security Number: ________________________________________________________
Date of Birth: _________________________________________________________________
Is this child a minor? Yes____ No ____
4. Name: __________________________________________________________________
Address: ___________________________________________________________________
Socail Security Number: ________________________________________________________
Date of Birth: _________________________________________________________________
Is this child a minor? Yes____ No ____
General Bequest: To whom do you wish to bequeath your estate? Please list your first choice and an alternative in the event your first choice predeceases you.
1. ___________________________________________________________________________________
2. _________________________________________________________________________
Specific Bequests: This will allow you to bequeath specific items to specific people.
(Please fill out this section only with specific gifts.)
1. _____________________________________________________________________________
2. _____________________________________________________________________________
3. _____________________________________________________________________________
4. _____________________________________________________________________________
5. _____________________________________________________________________________
Who do you wish to act as executor of your estate?
1st Choice Executor:
Name: ____________________________________________________________________________
Address: __________________________________________________________________________
Relationship: _______________________________________________________________________
2nd Choice Executor:
Name: ____________________________________________________________________________
Address: __________________________________________________________________________
Relationship: _______________________________________________________________________
3rd Choice Executor:
Name: ____________________________________________________________________________
Address: __________________________________________________________________________
Relationship: _______________________________________________________________________
If you have minor children, please list your first three choices of guardians for the children.
1st Choice of Guardian: ______________________________________________________________
Name: ___________________________________________________________________________
Address: _________________________________________________________________________
Relationship to you: _________________________________________________________________
Can this person act as a trustee for this child? Yes____ No ____
2nd Choice of Guardian: ______________________________________________________________
Name: ___________________________________________________________________________
Address: _________________________________________________________________________
Relationship to you: _________________________________________________________________
Can this person act as a trustee for this child? Yes____ No ____
3rd Choice of Guardian: ______________________________________________________________
Name: ___________________________________________________________________________
Address: _________________________________________________________________________
Relationship to you: _________________________________________________________________
Can this person act as a trustee for this child? Yes____ No ____
After completion, return to:
The Law Offices of Carroll & Hinojosa, PLLC
2117 Pat Booker, Suite B
Universal CIty, Texas 78148
Telephone (210) 650-9074
Facsimile (210) 650-3291
info@salawyer.com