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SingleMarried/Civil partnerDivorcedWidowedSpouse/Partner full nameEmail & phone🧾 Executors & AlternatesPrimary executor *Primary executor contactAlternate executor appointed?NoYesAlternate executor PreviousNextSave and Resume Later👶 Children & GuardiansDo you have children?NoYesChildrenAny minor children?Children under the age of 18NoYesGuardianAlternate guardianGuardian address & notes🎁 Specific BequestsMonetary giftsSpecific items/tangible gifts (item, beneficiary, location/ID)Charitable giftsIf an item is not owned at death, gift lapses?LapseReplace with cash of fair valuePreviousNextSave and Resume Later📦 Residuary EstateDistribution plan *— Select Choice —To spouse then children (per stirpes)To children (per stirpes)To named beneficiaries by %To charityOtherBeneficiaries & percentagesAdditional Info (if Other)Per stirpes or per capita?Per stirpesPer capitaSurvivorship period💸 Debts, Taxes & ExpensesPay debts/expenses before distribution?YesNoTax apportionment From residuePro rata among beneficiariesAs per lawAny special instructions PreviousNextSave and Resume Later💻 Digital AssetsAppoint a Digital Executor?NoYesDigital ExecutorDigital assets & accountsAccess instructions🐾 Pets (if any)Do you have pets?NoYesPet caregiverPet care fund amountCare instructionsPreviousNextSave and Resume LaterPreviousNextSave and Resume Later🏢 Business & Real PropertyBusiness interests?NoYesBusiness interests & dispositionOwn real property?NoYesProperties & recipients🛡️ Trusts for Minors/Special NeedsCreate testamentary trust for minors?NoYesTrust ends at age 18212530OtherCustom termination ageTrustee(s)Trustee powers HEMS standardInvestAdvance distributionsSpendthriftSpecial needs beneficiary?NoYesSpecial needs trust provisionsPreviousNextSave and Resume Later🚫 Disinheritance & No-ContestPersons intentionally excludedInclude no-contest clause?NoYesForfeiture threshold/conditions⚰️ Funeral & Organ DonationFuneral preference BurialCremationGreen burialNo preferenceCeremony/faith/cultural wishesOrgan/tissue donationNoYesAs per registryAdditional directionsPreviousNextSave and Resume Later⚖️ Governing Law & DomicileUse different governing law than the previously provided country/state?NoYesGoverning lawPrimary domicile city & country✍️ Execution & WitnessesSigning dateSigning locationNotary required?NoYesNotary detailsWitness #1 *Witness #2 *Acknowledgements (choices: *I am over 18 and of sound mindI understand this is an information intake and not legal advicePreviousGenerate Draft DocumentSave and Resume Later Your form entry has been saved and a unique link has been created which you can access to resume this form. 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