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NavaWilson PC Will Questionnaire - Step 1 of 9

Your Information

If an item does not apply, please enter “N/A”.

Full Name *

First

Last

Marital Status *

Family

If an item does not apply, please enter “N/A”.

Spouse/Partner's Name *

First

Last

Do you have any children? *

Children

Name *

Age *

Executors (Person who will handle your estate)

The person(s) responsible for carrying out the instructions in your Will and administering your estate.

Main (Person will

Main Executor

Our first choice to manage and distribute your estate; this person will handle everything from filing taxes to carrying out your final wishes.

Name *

Relationship

Phone

Alternate Executor

A backup executor who steps in if your primary executor is unable or unwilling to act; it is strongly recommended you name one.

Name

Relationship

Phone

Guardians (Optional)

If you do not have any children who are minors, please proceed to the next section.

Guardian(s)

Name

Relationship to you

Alternate Guardian(s)

Name

Relationship to you

Beneficiaries

The people or organizations who will receive assets from your estate.

List of beneficiaries

List each person you wish to leave something to, even if you're unsure of the specific amount or item — your lawyer will help sort out the details.

Name *

Relationship

Their relationship to you (e.g., son, sister, friend, spouse)

Phone

Specific gifts

List any particular items you want to leave to a specific person, such as jewelry, a vehicle, property, or a sentimental item

Gift Item *

Residual Estate

The person who receives everything left over after all specific gifts, debts, and expenses have been paid — this is often a spouse, child, or close family member.

Name *

Phone

Assets

Please select from below

I would like to add the following assets:

Real Estate
Bank Accounts (institutions, joint or sole ownership)
Investments
Corporate Interests
Personal property of significant value (e.g. vehicles, jewellery or artwork)

Real Estate

Property Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Bank Accounts (institutions, joint or sole ownership)

Investments

Corporate Interests

Personal property of significant value (e.g. vehicles, jewellery or artwork)

Funeral Wishes

Indicate your preferred arrangements (burial, cremation, or no preference) and any special requests to guide your loved ones.

Do you have any funeral wishes? *

Preferred Disposition of Remains

Other special requests

Other Notes & Special Instructions

Include any wishes regarding pets, charitable donations, or anything else you'd like your lawyer to consider.

Please Select any that you wish to add

Instructions regarding pets
Charitable Donations
Other Instructions

Pet Care Instructions

e.g. "leave my dog to my sister Jane"

Charitable Donations *

Specific organizations and any amounts or percentages you'd like to leave.

Other Instructions *

Anything else that you'd like to let us know

Professional Contact

Family Physician(s) Name *

First

Last

Phone

Your Information

Family

Children

Executors (Person who will handle your estate)

Main Executor

Alternate Executor

Guardians (Optional)

Guardian(s)

Alternate Guardian(s)

Beneficiaries

List of beneficiaries

Specific gifts

Residual Estate

Assets

Please select from below

Real Estate

Funeral Wishes

Other Notes & Special Instructions

Professional Contact

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Resources

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