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TESTATOR INFORMATION

County of Residence

Will you be the person receiving the invoices and making payments for this case?

Yes

No

Input the full name of the person who will pay the legal fees: Input their phone number: Input their email address:

Upload your previous Will here if you have one

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DESIGNATION OF REPRESENTATIVES

Full Legal Name of Chosen Executor (Personal Representative)

Full Address Where Personal Representative Resides

Full Legal Name of ALTERNATIVE Personal Representative (optional)

Full Address Where ALTERNATIVE Personal Representative Resides

ESTATE BEING INCLUDED IN YOUR WILL

Real Property

Do you own property with someone who is not named in this will?

Yes

No

Do you own real property that is being included in this will?

Yes

Input the complete street address (including the unit/apartment number, if any): Input the City, State, and Zip code What percentage of ownership do you have on this property?

ex: 100%, 50% or 25% ownership

No

Do you own a 2nd real property that is being included in this will?

Yes

Input the complete street address (including the unit/apartment number, if any): Input the City, State, and Zip code What percentage of ownership do you have on this property?

ex: 100%, 50% or 25% ownership

No

Estate Assets

Is there a vehicle being included?

Yes

Input the vin #: Input year, make, and model: What percentage of ownership do you have on this vehicle?

No

Is there 2nd vehicle being included?

Yes

Input the vin #: Input year, make, and model: What percentage of ownership do you have on this vehicle?

No

Is there an Asset 1 being included?

Yes

Input the asset description:

bank account, retirement account, stocks, etc.

Input name of asset company:

Chase bank, Fidelity, etc.

No

Is there an Asset 2 being included?

Yes

Input the asset description:

bank account, retirement account, stocks, etc.

Input name of asset company:

Chase bank, Fidelity, etc.

No

Is there an Asset 3 being included?

Yes

Input the asset description:

bank account, retirement account, stocks, etc.

Input name of asset company:

Chase bank, Fidelity, etc.

No

Is there an Asset 4 being included?

Yes

Input the asset description:

bank account, retirement account, stocks, etc.

Input name of asset company:

Chase bank, Fidelity, etc.

No

Is there an Asset 5 being included?

Yes

Input the asset description:

bank account, retirement account, stocks, etc.

Input name of asset company:

Chase bank, Fidelity, etc.

No

Personal Property

List any personal items and their descriptions that you would like to include:

Distribution

DISTRIBUTION: Please indicate how estate assets are being distributed to the heirs:

EXAMPLES: 100% of all Homestead to John Doe and remaining assets to John Doe & Sally Doe in Equal Shares OR everything in equal shares

Do you have any special bequests?

If so, please provide specifics below, including full names and bequests details

IMMEDIATE FAMILY MEMBERS

Marital Information

Are you married?

Yes

Spouse Full Legal Name: Spouse Street Address: Spouse City, State, and Zip code: Spouse Phone Number: Spouse Email Address: Is your spouse also doing a Last Will and Testament with Pro Docs Plus?

do NOT leave blank. Please enter Yes or No.

No

Children

Is there a Child 1?

Yes

Child 1 Full Legal Name: Child 1 Street Address: Child 1 City, State, and Zip code: Any of the asset(s) being distributed to Child 1?

please mark Yes or No (do NOT leave blank)

No

Is there a Child 2?

Yes

Child 2 Full Legal Name: Child 2 Street Address: Child 2 City, State, and Zip code: Any asset(s) being distributed to Child 2?

please mark Yes or No (do NOT leave blank)

No

Is there a Child 3?

Yes

Child 3 Full Legal Name: Child 3 Street Address: Child 3 City, State, and Zip code: Any asset(s) being distributed to Child 3?

please mark Yes or No (do NOT leave blank)

No

Is there a Child 4?

Yes

Child 4 Full Legal Name: Child 4 Street Address: Child 4 City, State, and Zip code: Any asset(s) being distributed to Child 4?

please mark Yes or No (do NOT leave blank)

No

Did you have any Stepchildren?

list stepchildren ONLY from current marriage, if applicable

Yes

Please specify the FULL name and Full Address for each: Any asset(s) being distributed to Stepchildren?

please mark Yes or No (do NOT leave blank)

No

Did you have any Grandchildren?

list grandchildren ONLY from decedent's children that deceased prior to the decedent

Yes

Please specify the FULL name and Full Address for each, as well as the name of the predeceased parent for each grandchild that you list: Any asset(s) being distributed to any Grandchildren?

please mark Yes or No (do NOT leave blank)

No

Additional Relatives

Is your Mother being listed as an heir?

Yes

Mother Full Legal Name: Mother FULL street address: Mother City, State and Zip:

No

Is your Father being listed as an heir?

Yes

Father Full Legal Name: Father FULL street address: Father City, State and Zip:

No

Is there a Sibling 1 being listed as an heir?

No

Yes

Sibling 1 Full Legal Name: Sibling 1 Street Address: Sibling 1 City, State, and Zip code: Is this a half-sibling?

input yes or no

Is there a Sibling 2 being listed as an heir?

No

Yes

Sibling 2 Full Legal Name: Sibling 2 Street Address: Sibling 2 City, State, and Zip code: Is this a half-sibling?

input yes or no

Is there a Sibling 3 being listed as an heir?

No

Yes

Sibling 3 Full Legal Name: Sibling 3 Street Address: Sibling 3 City, State, and Zip code: Is this a half-sibling?

input yes or no

Is there a Sibling 4 being listed as an heir?

No

Yes

Sibling 4 Full Legal Name: Sibling 4 Street Address: Sibling 4 City, State, and Zip code: Is this a half-sibling?

input yes or no

Ae there any Other Relatives or Non-Relatives not listed above, that asset(s) are being distributed to?

No

Yes

Other Relative Full Name: Other Relative Relationship:

ex: niece, nephew, cousin, etc.

Other Relative Street Address: Other Relative City, State, and Zip code:

Provide any additional notes regarding your Last Will and Testament:

SIGNING AND NOTARIZATION OF YOUR COMPLETED DOCUMENTS

What type of ID will the Petitioner on this case be using for the notarization of documents?

Florida Driver License

Provide ID Number: Please upload a color copy

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Florida ID Card

Provide ID Number: Please upload a color copy

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Other State License/ID Card

Provide ID Number: What state? Please upload a color copy

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US Passport

Provide ID Number: Please upload a color copy

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How do you prefer to receive your Last Will and Testament to sign and notarize?

Some libraries and banks will offer free notary if you are a member. You will need TWO witnesses, which can be anyone that has a valid Florida ID and is not the notary.

Mail. I will take them to a local notary.

E-Mail. I will print them and take them to a local notary.

The year you will be signing your documents for this case

this would be current year, unless it is close to year end and you will be signing after the New Year.

AFFIRMATIONS

Affirmation #1

I read English

Affirmation #2

I fully understand and acknowledge the Disclosure from Nonlawyers

Affirmation #3

I am not seeking legal advice or legal representation

PRIVACY POLICY & CONTACT INFORMATION

ACKNOWLEDGEMENT & ACCEPTANCE: PLEASE CHECK BELOW BEFORE PROCEEDING

I acknowledge that I have read and hereby accept the above privacy policies regarding the collection and use of my personal information

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