Planning Forms

Questionnaire

UFA Will Questionnaire

Date

Firefighter's Name *

Full Name

Spouse's Name *

Full Name

Address *

Address

City

State/Province

Zip/Postal

County *

Email *

Telephone Number *

Fire Company *

Firefighter's Birth Date *

Spouse's Birth Date *

Children

Minimum Age to Inherit

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

Child Name

Executor

Executor: Firefighter Name *

Executor: Spouse Name *

Firefighter's Successor Executor

Secondary (Second) Executor *

This would be the second individual to execute on the will, should the primary not be able to execute on their duties.

Secondary Executor Age to Distribute Funds *

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.

Tertiary (Third) Executor *

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

Tertiary Executor Age to Distribute Funds *

Spouse's Successor Executor

Secondary (Second) Executor *

This would be the second individual to execute on the will, should the primary not be able to execute on their duties.

Secondary Executor Age to Distribute Funds *

Tertiary (Third) Executor *

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

Tertiary Executor Age to Distribute Funds *

Trustee and Guardian

Trustee and Guardian: Firefighter Name *

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.

Trustee and Guardian: Spouse Name *

Firefighter's Alternate Trustee and Guardian

Secondary (Second) 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.

Tertiary (Third) Trustee and Guardian

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