Skip to content
Call Us Today! 623-561-2323
  • About FSG
  • Testimonials
  • Articles
  • Videos
  • Presentations
  • Disclaimers
  • Contact Us
Your Security. Your peace of mind. Logo Your Security. Your peace of mind. Logo Your Security. Your peace of mind. Logo
  • Home
  • Annuities
      • What is an Annuity?
      • Fixed Annuities
      • Fixed Indexed Annuities
      • CD Annuities
      • Income Rider
      • Income Calculator
  • Insurance
      • Term Life Insurance
      • Indexed
      • Universal Life Insurance
      • Long-Term Care
      • Life Insurance with Long Term Care Rider
  • Estate Planning
      • Revocable Living Trusts
      • Irrevocable Trusts
      • Special Needs Trusts
      • Life Insurance Trusts
      • Trust Amendments
      • Trust Restatements
      • Wills
      • Codicils
      • Deeds (Property Transfer)
      • Beneficiary Deeds
      • Financial Power of Attorney
      • Advanced Health Care Directives
      • Mental Health Care Power of Attorney
      • Estate Settlement
  • Tax Planning
  • Tools
    • Useful Links
    • Tax Resources
    • Glossary
    • Calculators
    • Client Intake Form
  • The Retiretastic Show
  • Privacy Policy
  • Disclaimer
  • Home
  • Annuities
      • What is an Annuity?
      • Fixed Annuities
      • Fixed Indexed Annuities
      • CD Annuities
      • Income Rider
      • Income Calculator
  • Insurance
      • Term Life Insurance
      • Indexed
      • Universal Life Insurance
      • Long-Term Care
      • Life Insurance with Long Term Care Rider
  • Estate Planning
      • Revocable Living Trusts
      • Irrevocable Trusts
      • Special Needs Trusts
      • Life Insurance Trusts
      • Trust Amendments
      • Trust Restatements
      • Wills
      • Codicils
      • Deeds (Property Transfer)
      • Beneficiary Deeds
      • Financial Power of Attorney
      • Advanced Health Care Directives
      • Mental Health Care Power of Attorney
      • Estate Settlement
  • Tax Planning
  • Tools
    • Useful Links
    • Tax Resources
    • Glossary
    • Calculators
    • Client Intake Form
  • The Retiretastic Show

Will Application

Step 1 of 13

7%
  • Section A:
    Client Personal Information

  • Client 1






  • Client 2

Save and Continue Later
  • Section B:
    Children

    Parent Codes
    B = Natural Child of Both Spouses | 1 = Natural Child of Client 1 | 2 = Natural Child of Client 2
    A1 = Adopted by Client 1 | A2 = Adopted by Client 2 | DC = Deceased with Children | DN = Deceased with No Children
  • Child 1

  • Check All That Apply





  • Child 2

  • Check All That Apply





  • Child 3

  • Check All That Apply





  • Child 4

  • Check All That Apply





  • Child 5

  • Check All That Apply





  • Child 6

  • Check All That Apply





  • Child 7

  • Check All That Apply





  • Child 8

  • Check All That Apply





  • Child 9

  • Check All That Apply
  • Are any of your children or named beneficiaries handicapped or do they receive SSI benefits?
Save and Continue Later
  • Section C:
    Additional Beneficiaries

    Please list full names.
Save and Continue Later
  • Section D:
    Contingent Beneficiaries

  • In the event a named beneficiary pre-deceases the distribution of his/her share of my/our estate, I/we want that individual’s share distributed as follows:
Save and Continue Later
  • Section E:
    Executors for Will

    • Executors for Client 1

    • Executors for Client 2

Save and Continue Later
  • Section F:
    Durable Power of Attorney for Asset Management

    In the event you become incapacitated, the person(s) you have chosen as Power of Attorney, or “Attorney in Fact,” is to act on your behalf in managing your assets that have not been put into your trust. Your spouse would ordinarily be named as Primary Agent.
    • Power of Attorney for Client 1:
    • Power of Attorney for Client 2:
Save and Continue Later
  • Section G:
    Durable Power of Attorney for Health Care

    In the event you become incapacitated, the person(s) you have chosen as Power of Attorney, or “Attorney in Fact,” is to act on your behalf in making health care decisions for you. Your spouse would ordinarily be named as Primary Agent.
    • Power of Attorney for Client 1:
    • Power of Attorney for Client 2:
Save and Continue Later
  • Section H:
    Guardian for Minor or Handicapped Children

    If you are the parent or legal guardian of a minor child or other individual, list your choice for Guardian should both you and your spouse die or become incapacitated.
Save and Continue Later
  • Section I:
    Value of Your Estate

    Please indicate the approximate value of your estate (include real estate, savings, investments, personal property and collectibles).
Save and Continue Later
  • Section J:
    Real Estate

  • Total number of in-state beneficiary deeds to be transferred and recorded:
  • List of Properties (Attach list if more than 2)

    • Enter Street Address Unit # City State and Zip Code.
    • Enter Street Address Unit # City State and Zip Code.
Save and Continue Later
  • Section K:
    Special Instructions

Save and Continue Later
  • Section L:
    Previous Will Instructions

  • Are there any special provisions or information in your old document that need to be included in your new document? (Attach Copy)
Save and Continue Later
  • ACKNOWLEDGMENT: I/We have read the information on this application and confirm that it is true and correct.
  • This field is for validation purposes and should be left unchanged.
Save and Continue Later

Sun City Office

10001 West Bell Road
Suite 148
Sun City, AZ 85351

Phone: 623-561-2323

Las Vegas Office

9550 South Eastern Ave.
Suite 253
Las Vegas, NV 89123

Phone: 702-835-6190

Corporate Mailing Address

20280 North 59th Avenue
Suite 115-321
Glendale, AZ 85308

  • Privacy Policy
  • Disclaimer
Copyright 1999 - Financial Security Group Arizona | All Rights Reserved
Page load link
Go to Top