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9 Tips to Help You Complete Your
Will Questionnaire

One of the greatest benefits of a LegalShield membership is the will package. The process of obtaining your will begins with completing the LegalShield will questionnaire. Your LegalShield provider law firm uses the information you provide to develop an estate plan that meets your specific needs. The following tips are designed to help you get started and answer some common questions about the questionnaire. If you have any additional questions while completing the questionnaire call your LegalShield provider law firm and speak with an attorney.

Get a copy of the LegalShield will questionnaire. You can download a copy of the questionnaire by logging on the LegalShield members only website. You may also obtain a copy of the questionnaire by calling LegalShield member services or your provider law firm.

Watch LegalShield’s online presentation “Estate Planning: The Basics”. The presentation was designed so you can fill out your will questionnaire while you are watching. It is like having an expert at your elbow to guide you through the process.

Read all of the information included in the questionnaire. This information includes important definitions for estate, guardian, trustee and other legal terms. Read the boxes carefully before answering the corresponding questions.

Answer every question listed. If the question does not apply to you, mark it as N/A (not applicable). This will indicate to the attorney that you read and acknowledged the question. If you are unsure about how to answer a portion of the questionnaire, call your LegalShield provider law firm.

If you have a property settlement agreement from a previous marriage, please send a duplicate copy of the agreement to your provider firm with your completed will questionnaire. Providing the attorney with a copy of the settlement agreement will help them draft a will that meets your needs.

Before naming a guardian, trustee and executor talk to the individuals you have in mind and make sure they are willing to serve. It is important that anyone you select be willing and able to accept the responsibility. Make sure the individuals you appoint understand their responsibilities and your wishes.

Question 15 (section 19 for Canadians) allows you to indicate how you would like your assets to pass upon your death. Options A and B provide for common distributions for married and unmarried individuals, respectively. Option C allows you to write out your wishes if A and B do not meet your needs. If you need more space to complete this or any other question, attach a separate piece of paper.

You do not need to list specific account numbers or your social security number on the will questionnaire. The amounts requested in section 20 (section 15 for Canadians) may be reasonable estimates. If these amounts change drastically, contact your provider law firm and speak with an attorney.

Do not forget to sign the questionnaire before sending it to your provider law firm. You may mail or fax your questionnaire to your LegalShield provider law firm once it is complete. If you need an address or fax number you may call your provider law firm directly or contact LegalShield member services at 1-800-654-7757.