a
LegalShield logo
Cart Cart for checkout

Small Business

#

Intellectual Property

*Supplements for specific legal matters can be added at any time when you choose the monthly subscription option only. Supplements are not available on the annual subscription option at this time.

Monthly and annual membership fees paid for the current membership period are non-refundable and the contract remains active until the end of the Eligibility Period.

Affordable Legal Help For Everyday IssuesInfo icon

M
LPUS21;LGLPLUS;LPSP21;LSNESP
LPD2C22
 September 04, 2017

Complete Your Will Questionnaire Now

Young couple looking at a Will document in their kitchen

One of the greatest benefits of a LegalShield policy is the Will package. The process of obtaining your Will begins with completing the LegalShield Will Questionnaire. You can complete the Will Questionnaire via the LegalShield app, which you can download from the iTunes or Android store. You may also obtain a Will Questionnaire by calling LegalShield, your provider law firm or logging into the member’s only portal.

The 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 answer some common questions about the questionnaire.

 

  1. Answer every question listed. If the question does not apply to you, mark it as N/A (not applicable). This will indicate to the lawyer that you read and acknowledged the question.
  2. 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.
  3. Before naming a guardian and an alternate guardian talk to them and make sure they are willing to serve. It’s important that anyone you select be willing and able to accept the responsibility.
  4. Your trustee does not need to be the same individual as your guardian. The trustee manages the property. Make sure the individual you select understands your wishes and agrees to serve. If you have substantial assets you may wish to name a corporate trustee, such as a bank or trust company. A corporate trustee is paid for their service so it’s important to understand the fees and regulations before selecting a company.
  5. Question 15 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, submit the additional information to your provider firm via email, fax or mail.
  6. You do not need to list specific account numbers or your Social Security number on the Will Questionnaire. The amounts requested in section 20 may be reasonable estimates. If these amounts change drastically, contact your provider law firm and speak with a lawyer.
  7. Do not hesitate to ask questions. If you have questions about a specific portion of the questionnaire or general estate planning questions, it’s important that you speak with a lawyer. If you have any questions or need any additional clarification, call your LegalShield provider law firm today.

Related Content

A mature couple listening to a lawyer explain a Joint Will.

Should a Married Couple Create a Joint Will?

A Will is one of the most crucial legal documents you can have in place. It allows you to help protect your loved ones, establish who gets your assets, designate donations and property distribution, and make other critical decisions for after your passing. If you are...

A young couple reviewing documents as they do estate planning.

Living Trust vs Will: What’s the Difference?

Whether you have planned your estate or you haven’t even thought about that process yet, you have probably still heard the terms “Will” and “Living Trust.” These phrases may confuse you. After all, what is a Will? What is a Living Trust? Which is better—Living Trust...

A father, mother & 2 young kids speaking with a male lawyer about creating an estate planning Trust.

What is a Trust?

A Trust is a relationship in which one party (grantor) gives a second party (trustee) the right to hold title to property or assets for the benefit of a third party (beneficiary). So what does this mean? Are you concerned about the future of your estate? Perhaps you...