INSTRUCTIONS FOR DOCUMENTED WISHES 1 of 2

Thanks for using FreeWill! We’re

here to help you do the most good
for the people and causes you
love.
If your estate is particularly large or complex, you may want to consider using an attorney. You can
bring the following document to your attorney to speed up the process and potentially save money.

Here are several common reasons why some people may prefer to use an attorney:

Your estate is especially large or above the estate and gift tax exemption threshold (federal, state,
or local). In 2023, the U.S. federal estate tax exemption is $12.06M per individual, for example.
You expect your wishes may be contested.
You don’t have access to witnesses.
You own property outside of your home state.
You run or own a business.
You are physically incapable of signing the will.
You are participating in medical treatments that increase the chances of your capacity being
challenged.
You have a child, spouse, beneficiary with a disability, or you have a disability.
You have a premarital agreement that substantially changes your assets’ position.
You have children from multiple marriages.
You are in the process of a divorce.
Your caregiver, doctor, or attorney is a beneficiary in your will.

The following pages contain your individually documented wishes. In addition, we have included
additional questions that many estate planning attorneys find helpful in their initial consultations with
their clients with more complex estates.
 INSTRUCTIONS FOR DOCUMENTED WISHES 2 of 2

Need help? To learn more, please visit www.freewill.com, email us at help@freewill.com, or speak
with a qualified attorney.

Disclaimer FreeWill is not a law firm, and does not provide legal advice. While FreeWill strives to
ensure that its automated services are complete, they are meant purely as self-help
forms. The materials and services are not substitutes for the advice of an attorney.
 BASIC INFORMATION

Full legal name: Robert Zachary Igbokwe

Email address: lendavidjeff@gmail.com
Date of birth: 07/10/1970
Spouse full legal name: Laura M. Igbokwe
Marital status: Married
Address: 5814 park avenue
Approximate value of assets: < $200K

CHILDREN

Full legal name(s) of children: Andrea Igbokwe , Vina Igbokwe , Kansy Igbokwe
Are any children minor: No

PETS

You have not specified any pet information.

CHARITABLE GIFTS

Charity #1 name: The Salvation Army in support of its operations in New Jersey Division
Charity #1 EIN: 13-5562351
Charity #1 address: 440 West Nyack Road, West Nyack, NY 10994
Charity #1 bequest: $10,000.00

RESIDUARY

Primary Beneficiaries % to The Salvation Army, 100% to split evenly among my children, else to their
respective descendants
Contingent Beneficiaries

If not to my children or their descendents, then 50% to Disabled American Veterans, 50% to the Breast
Cancer Research Foundation, Inc.

Documented Wishes of Robert Zachary Igbokwe 1 of 2

 PROPERTY & DISTRIBUTION

You have not specified any property.

EXECUTORS OF WILL

First choice executor: Andrea Igbokwe

DIGITAL EXECUTORS

First choice digital executor: David Grayson

Robert Zachary Igbokwe ’s FUNERAL WISHES

Funeral wishes: I don’t want a funeral. After I am dead and gone I won’t know what is going on back here on
Earth anyway, so why should my family have to pay thousands of dollars on a ceremony, casket, cremation urns,
etc., for no reason Lay me to rest.
Final resting place: I should be Bury like normal to the proposed cemetery where I paid for my portion.
Funeral executors: Andrea Igbokwe , James Schlesinger

PROVISIONS

Include no contest clause? No

Keep gifts anonymous? No
Include disinheritance clause? Yes
Give digital executor access to contents of electronic communications? Yes
Would like third witness? Yes
Include self-proving affidavit? Yes
Independent administration: Say nothing

Documented Wishes of Robert Zachary Igbokwe 2 of 2

 ADDENDUM FOR DOCUMENTED WISHES 1 of 2

Below are additional questions

you may be asked by your lawyer.

Personal & • What is your citizenship? What is your social security number?

Family • What are the names of your grandchildren if you have any?
• Do you have any health problems?
• Do you have any disabled heirs?
• Do any of your family members have problems with: drug addiction, alcoholism,
spendthrift, marital difficulty?
• If married: Have you been married multiple times? Do you have a
prenuptial/premarital/antenuptial agreement? What is your spouse’s/partner’s
address?
• If widowed: Has the distribution of your spouse’s estate been resolved?
• If divorced: Have you had multiple divorces? What was the date of your
divorce(s)? Has the distribution of assets from your previous marriage(s) been
finalized?
• If you have children: Are any of your children adopted? Do you have any
stepchildren? Are any of your children deceased? Do any of your deceased
children have children? If you are not treating all your children equally, what is
your rationale for doing so? After your death, at what age do you want
distribution to your children?

Assets • What are your physical assets (for example: real estate, vehicles, jewelry, etc.)?
• What are your financial assets and liabilities (for example: bank accounts, real
estate, investment accounts, business interests, inheritances, IRAs, life insurance,
annuities, etc.)? If applicable, provide copies of the associated documentation.
• Do any of your accounts have a payable on death beneficiary?
• Are any of your assets owned in joint tenancy? If so, please send copies of the
associated documentation.

End-of-life • What person or organization would you like to be your trustee if creating a living
trust (could be the same as executor)? What is your trustee’s address? Who
planning
would you like as a backup trustee?
• What are your important papers?
• Would you like to create additional end-of-life planning documents: durable
financial power of attorney or an advance healthcare directive?
 ADDENDUM FOR DOCUMENTED WISHES 2 of 2

Miscellaneous • Have you ever made gifts to any one person in excess of the annual exclusion
amount in any one calendar year? Have you ever filed a Federal or State Gift Tax
Return?
• Do you have any legal issues that your lawyer should be aware of?