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Instruction for the Preparation of Last Will and Testament
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Name
*
First
Last
Email
*
Name of Testator/Testatrix:
First
Last
Address of Testator/Testatrix:
Name of Person(s) being appointed Executor(s)/Executrix(ces):
Name of Trustee (if any):
Witnesses:
Witnesses to provided by Glenn D. Godfrey & Co. LLP
Witnesses to be provided by client
Note: A beneficiary and/or spouse cannot be a witness to a will.
Name of 1st Witness:
Address of 1st Witness:
Occupation of 1st Witness:
Name of 2nd Witness:
Address of 2nd Witness:
Occupation of 2nd Witness:
List of personal property/chattels to be included in Will. Indicate name ofbeneficiary(ies) and how to distribute funds/shares/chattels.
Bank accounts, credit union accounts, shares in companies, etc.
List name(s) of utility company, company, and name of beneficiary to receive shares. Indicate how shares are to be distributed.
Chattels (vehicles/motorcycles/trailers/vessels etc):
Real Property : Indicate parcel or lot number and whether any building has beenerected on property and how property is to be distributed. You may submit copy ofthe title(2) to the property(ies):
Residue: Indicate to whom and how you wish to distribute any other propertyspecifically mentioned above or that you may acquire in the future:
Signature
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Last
Phone
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