HOW IT WORKS

1. You complete a questionnaire online by clicking on the link below:

WILLWRIGHT ONLINE QUESTIONNAIRE

Name *

Name

First Name

Last Name

Email Address *

Phone *

Phone

(###)

###

####

Best Way To Get Ahold Of Me

PLEASE NOTE: All information submitted through this questionnaire is considered confidential and protected by attorney-client privilege, even if you decide not to hire Willwright to complete your estate plan. We will not share your information with anyone for any purpose without your express permission. ALSO NOTE: If you are filling this questionnaire out on behalf of yourself and a spouse or partner, please answer the questions jointly. Only one questionnaire is necessary per couple unless you wish to keep your estate planning private.

Date Of Birth

Marital Status

Spouse's/Partner's Name (if applicable)

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Number Of Children

Names And Ages Of Children (if applicable)

Do You Own Your Home?

Do You Own Additional Real Estate?

Briefly Describe Your Additional Real Estate (if applicable)

Do You Own Any Life Insurance Policies?

Briefly Describe Your Life Insurance Policies (if applicable)

Do You Own Any Retirement Or Investment Accounts (401k, IRA, etc.?)

Briefly Describe Your Retirement Or Investment Accounts (if applicable)

Do You Own Any Business Interests?

Briefly Describe Your Business Interests (if applicable)

What Is Your Estimated Total Net Worth?

Are You Interested In Establishing A Revocable Trust In Addition To Or Instead Of a Will?

Do You Know Who You Want To Handle Your Affairs After You Die?

If So, List Their Name And Relation To You

If Your First Choice Can't Handle Your Affairs, Who Is Your Second Choice?

Do You Know Who You Want To Take Care Of Your Children If You Die Before Them?

If So, List Their Name And Relation To You

If Your First Choice Can't Take Care Of Your Children, Who Is Your Second Choice?

Do You Have Any Specific Wishes For Your End-of-Life Healthcare, Funeral, Or Burial/Cremation?

If So, What Are Your Wishes?

Do You Have A Current Health Care Directive?

Would You Like To Complete A New Health Care Directive?

Are You Interested In Naming A Power Of Attorney?

Or you submit a request to have a questionnaire sent to you to complete offline by clicking on the link below:

2. Once Willwright receives your questionnaire, we contact you to schedule a follow up phone call or in-person meeting to develop your estate plan.

3. After we've selected an estate plan that fits your needs, you pay a fully-refundable $100 deposit. Willwright drafts your documents and we schedule a meeting to sign them.

4. You pay the remaining fee and receive signed, notarized copies of your documents, wherever we sign them.