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How do I fill this out?
To fill out the Simple Will Intake Form, start by gathering your personal information. Carefully complete each section and ensure all details are accurate. Submit your completed form to get assistance in finalizing your will.
How to fill out the Simple Will Intake Form?
1
Gather your personal and marital information.
2
List the names and ages of your children or dependents.
3
Specify any individuals you wish to bequeath items to.
4
Designate an executor for your estate.
5
Review your information and submit the form.
Who needs the Simple Will Intake Form?
1
Individuals preparing their wills to outline asset distribution.
2
Parents who want to establish guardianship for their minor children.
3
Married couples needing to ensure spouse's rights.
4
Anyone who wishes to make specific bequests to family or friends.
5
People looking for legal advice on estate planning.
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1
Open the PDF in PrintFriendly.
2
Select the edit tool to make adjustments to the text.
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Add any notes or comments needed.
4
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5
Download the edited PDF once satisfied.
What are the instructions for submitting this form?
To submit your completed Simple Will Intake Form, you can fax it to 518-581-9798. Alternatively, you can email it to info@poklembahobbs.com or mail it to Poklemba & Hobbs, LLC at 2715 State Route 9, Suite 102, Malta, NY 12020 or 147 Ridge Street, Glens Falls, NY 12801. It is advisable to keep a copy for your records.
What are the important dates for this form in 2024 and 2025?
For 2024 and 2025, ensure to prepare your will well in advance of any significant life changes or assets acquisition to avoid delays. It’s advisable to review your estate plans annually or when major events occur, such as marriage, having children, or acquiring new assets. Updated wills can prevent conflicts among heirs and ensure your final wishes are honored.
What is the purpose of this form?
The purpose of the Simple Will Intake Form is to streamline the estate planning process for individuals and families. It serves to collect comprehensive personal and financial information, enabling legal advisors to draft an accurate will tailored to the client's needs. This form is vital in ensuring that your wishes regarding asset distribution and guardianship are clearly articulated and legally recognized.
Tell me about this form and its components and fields line-by-line.
- 1. Personal Information: Details such as Name, Address, Phone Number, and Email.
- 2. Spouse's Information: Information regarding your spouse if applicable.
- 3. Marital Information: Questions about divorce history.
- 4. Dependents: List and details about your children or dependents.
- 5. Specific Bequests: List items you wish to bequeath to individuals.
- 6. Disinheritance Options: Specify any individuals to be excluded from your will.
- 7. Executor Details: Designate an executor for your estate.
What happens if I fail to submit this form?
Failing to submit the form can delay the process of creating your will, leaving your estate planning incomplete. Without a completed form, you may miss specifying important details about asset distribution, guardianship, and your final wishes.
- Incomplete Information: Missing fields may lead to confusion during the will preparation.
- Difficulties in Asset Distribution: Undocumented wishes can cause disputes among heirs.
- Lack of Legal Recognition: Failure to fulfill necessary steps may render your will invalid.
How do I know when to use this form?
- 1. Estate Planning: Begin the process of organizing how your assets will be distributed.
- 2. Guardian Designation: Choose guardians for minor children in case of untimely demise.
- 3. Specific Gift Planning: Document special items and their intended recipients.
Frequently Asked Questions
What is the Simple Will Intake Form?
It is a document that helps you to gather necessary information to prepare your will.
How do I submit the completed form?
You can submit the form via email, fax, or by mailing it to our office.
Can I edit this PDF?
Yes, you can easily edit your PDF using our PrintFriendly tools.
Is electronic signing available?
Absolutely, you can sign your PDF electronically right from the application.
How do I save my changes?
After editing, you can download the modified PDF directly to your device.
Can I share my PDF after editing?
Yes, sharing options are available for easy distribution.
What if I have questions while filling out the form?
Please contact our office for guidance if you encounter any concerns.
What happens if I do not fill out a section?
All required sections must be completed to proceed with the process.
Can I fill this form on my mobile device?
Yes, our platform is mobile-friendly for your convenience.
Will my information be kept confidential?
All provided information is handled with utmost confidentiality.
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