Final Wishes Guide - Premium Financial

Date of Birth

Mailing Address

Physical Address

SingleMarriedCommon-LawOther

Spouse Name

Spouse Date of Birth

Executor

Full Name

Date of Birth

Phone

Executor Relationship

Alternative Executor

Only applies if Executor is deceased or unable to carry out duties.

Full Name

Date of Birth

Phone

Executor Relationship

I direct my executor to pay all my debts and taxes.

Select an option:

I want my total assets to be divided among the following people:I want the following people to receive certain items:

Divide assets among

Name

Relationship

%(must total 100%)

If a named beneficiary above has pre-deceased me, I want their share of my assets to:

their childrentheir spousedivide among surviving beneficiariesother

I want the following to receive the following items:

Describe items

Indicate Person

Relationship

All remaining assets to be divided to following people:

Name

Relationship

%(must total 100%)

If a named beneficiary above has pre-deceased me, I want their share of my assets to:

their childrentheir spousedivide among surviving beneficiariesother

Other

Other Wishes

This form is offered as a tool to assist you in expressing your final wishes. We welcome to use this form if it helps you, we do not offer any legal advice.

Client's Signature

Date

Witness Name

Relationship

Witness Signature

Witness Name

Relationship

Witness Signature

Final Wish Guide

Please answer a couple of questions to see if this Final Wishes guide is a good fit for you.

Please Fill your Personal Information

Your needs maybe too complex for a simple will, please select one of the following:

Executor

Alternative Executor

Select an option:

Divide assets among

If a named beneficiary above has pre-deceased me, I want their share of my assets to:

I want the following to receive the following items:

All remaining assets to be divided to following people:

If a named beneficiary above has pre-deceased me, I want their share of my assets to:

Other Wishes

Insurance

Quick links

Social

Final Wish Guide

Please answer a couple of questions to see if this Final Wishes guide is a good fit for you.

Please Fill your Personal Information

Your needs maybe too complex for a simple will, please select one of the following:

Executor

Alternative Executor

Select an option:

Divide assets among

If a named beneficiary above has pre-deceased me, I want their share of my assets to:

I want the following to receive the following items:

All remaining assets to be divided to following people:

If a named beneficiary above has pre-deceased me, I want their share of my assets to:

Other Wishes

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Insurance

Quick links

Social