West Virginia Life Documents Planning Package

WEST VIRGINIA LIFE DOCUMENTS PLANNING PACKAGE - INFORMATION FORM

This form is designed to help you gather and organize information relevant to your personal and estate planning, drawing from the types of documents included in the West Virginia Life Documents Planning Package.

I. Personal Information

Your Full Legal Name:

Date of Birth:

Social Security Number:

Current Address:

Phone Number:

Email Address:

Marital Status:

Spouse's Full Legal Name (if applicable):

II. Last Will and Testament Information

Proposed Executor's Full Name:

Relationship to You:

Primary Beneficiaries (Names and Relationship):

Proposed Guardians for Minor Children (if applicable):

III. General Durable Power of Attorney (Property & Finances)

Proposed Agent's Full Name:

Relationship to You:

Proposed Successor Agent's Full Name (if primary is unavailable):

IV. Statutory Power of Attorney for Health Care and Living Will

Proposed Health Care Agent's Full Name:

Relationship to You:

Proposed Successor Health Care Agent's Full Name:

Your General Health Care Wishes/Preferences (for Living Will):

V. Financial Overview (Simplified)

Major Assets (e.g., Real Estate, Bank Accounts, Investments, Life Insurance):

Major Liabilities (e.g., Mortgages, Loans, Credit Card Debts):

VI. Document Inventory

Location of Important Legal Documents (e.g., Will, POA, Deeds, Birth Certificate):