Questionnaire

UFA Will Questionnaire
Full Name
Full Name
Address *
Address
City
State/Province
Zip/Postal

Children

This is the age a person must be to receive any part of the estate.

Executor

Firefighter's Successor Executor

This would be the second individual to execute on the will, should the primary not be able to execute on their duties.
Until a person reaches the age of adulthood—18 in most states—they cannot legally inherit any money, property, or other assets from a trust or a will. If you want to allow a minor to access your money while they are underage, you must enter the age here. If 18, please write 18.
This would be the third individual to execute on the will, should the primary and secondary not be able to execute on their duties.
Until a person reaches the age of adulthood—18 in most states—they cannot legally inherit any money, property, or other assets from a trust or a will. If you want to allow a minor to access your money while they are underage, you must enter the age here. If 18, please write 18.

Spouse's Successor Executor

This would be the second individual to execute on the will, should the primary not be able to execute on their duties.
Until a person reaches the age of adulthood—18 in most states—they cannot legally inherit any money, property, or other assets from a trust or a will. If you want to allow a minor to access your money while they are underage, you must enter the age here. If 18, please write 18.
This would be the third individual to execute on the will, should the primary and secondary not be able to execute on their duties.
Until a person reaches the age of adulthood—18 in most states—they cannot legally inherit any money, property, or other assets from a trust or a will. If you want to allow a minor to access your money while they are underage, you must enter the age here. If 18, please write 18.

Trustee and Guardian

A trustee and guardian is an individual appointed to administer a trust for the benefit of the beneficiaries of the trust and is appointed to make decisions for an incapacitated adult or a minor child.
A trustee and guardian is an individual appointed to administer a trust for the benefit of the beneficiaries of the trust and is appointed to make decisions for an incapacitated adult or a minor child.

Firefighter's Alternate Trustee and Guardian

This would be the second individual to serve at Trustee and Guardian on the will, should the primary not be able to execute on their duties.
This would be the third individual to serve at Trustee and Guardian on the will, should the primary and secondary not be able to execute on their duties.

Spouse's Alternate Trustee and Guardian

This would be the second individual to serve at Trustee and Guardian on the will, should the primary not be able to execute on their duties.
This would be the third individual to serve at Trustee and Guardian on the will, should the primary and secondary not be able to execute on their duties.

Additional Comments