You can provide your information via the online form below, or if you’d prefer to download and complete a PDF version of the questionnaire you can do so here.
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This section addresses the information we need to design your custom estate plan. The persons you name in the following sections will act for you if you become disabled and upon your death. All individual persons named should have a history of responsible behavior.
If you have children under the age of 18, list in order of preference whom you wish to be guardian of your minor children. The guardians are named in your Will.
The Executor is the person or qualified corporation that is responsible for filing your Will with the probate court and administering your probate estate, if any. Spouses are often the first choice for each other.
If you set up a Living Trust or a Trust established under your Will, the Trustee is the person or qualified corporation that is responsible for managing your assets upon your disability and/or death. Spouses are often the first choice for each other.
The agent for your Power of Attorney for Health Care is the person who makes health care decisions for you if you are not able to communicate decisions yourself. Spouses are often the first choice for each other.
If you become terminally ill, and such illness is irreversible, and your death is imminent, do you want your doctors to refrain from using heroic measures (i.e., heart-lung machine, feeding tube, etc.) to keep you alive?
lf you answer “YES,” you are indicating that you want a Living Will.If you answer “NO,” you are indicating that you do not want a Living Will.
The information I have provided herein is accurate to the best of my knowledge. The Law Office of David Watson, LLC may rely on the information herein in preparing my custom estate plan.
