Data Capture Form: Standard Will

Download a copy here: Standard Will- Client Data Form

Standard Will - Client Data Form

Testator: Individual
Full Name    
Full Address    
Spouse    

Executor: Individual
Full Name    
Full Address    
Relationship to Testator    
Primary Beneficiary? Y/N    

Specific Wishes/ Bequests   

Primary Beneficiary: Individual
Full Name    
Full Address    
Relationship to Testator    
Specific gifts/ bequests    

Secondary Beneficiary: Individual
Full Name    
Full Address    
Relationship to Testator    
Specific gifts/ bequests