Office Forms

Will Questionaire Identification

Name(Required)

First Last

Email(Required)

Enter Email Confirm Email

Comments(Required)

Please let us know what's on your mind. Have a question for us? Ask away.

Will Questionnaire Identification (Married)

Date

Husband's information:

Name

First Last

Place of Birth

Social Security Number

Date of Birth

U.S Citizen

Yes

Cell Phone

Work Phone

Address (Include County)

Street Address Address Line 2 City State ZIP Code

Home Phone

Date of Marriage

Wife's information:

Name

First Last

Place of Birth

Social Security Number

Date of Birth

U.S Citizen

Yes

Work Phone

Cell Phone

Address (Include County)

Street Address Address Line 2 City State ZIP Code

Home Phone

Do You Have a Marital Property Agreement

Yes - Bring Copy if Yes

Your Children:

Child's Name

Date of Birth

Address - Include County

Street Address Address Line 2 City State ZIP Code

Phone

Social Security Number

Child Of:

Husband

Wife

Child's Name

Date of Birth

Address - Include County

Street Address Address Line 2 City State ZIP Code

Phone

Social Security Number

Child Of:

Husband

Wife

Child's Name

Date of Birth

Address - Include County

Street Address Address Line 2 City State ZIP Code

Phone

Social Security Number

Child Of:

Husband

Wife

Child's Name

Date of Birth

Address - Include County

Street Address Address Line 2 City State ZIP Code

Phone

Social Security Number

Child Of:

Husband

Wife

Child's Name

Date of Birth

Address - Include County

Street Address Address Line 2 City State ZIP Code

Phone

Social Security Number

Child Of:

Husband

Wife

If you have more than 5 children, please provide the above information on a seperate page

Estimated Value of Your Interest:

Real Estate (residence, rental property, land, vacation homes, ect.)

Oil & Gas Interests

401(k), Pension Plans, Annuities, IRA

Stock/Bonds/Mutual Funds (not held in retirement accounts)

Cash/Savings

Household Furnising/Personal Effects/Motor Vehicals

Life Insurance

Business or Partnership Interest

Other (describe)

SUBTOTAL

Estimated Total Debts & Mortgages Owed

TOTAL

Do you own any property outside of Texas

Yes

If yes, please describe (location, type, how held)

Are either of you or your spouse the creator or beneficiary of any trust?

Yes

If yes, please describe (trust name, date, trustee, grantor)

Your Fiduciaries

List below the name, address, and telephone number of each person (and/or the bank or trust company) that you wish to have serve in the fiduciary capacities indicated. The choices selected do not have to be the same for each of you. In addition, you may name two persons to serve jointly, you should name alternatives, and you may name several alternatives.

Husband:

Exectutor(s):

Trustee(s):

Gaurdian(s) for minor children:

Agent(s) for incapacity:

Wife:

Exectutor(s):

Trustee(s):

Gaurdian(s) for minor children:

Agent(s) for incapacity:

Disposition of Your Property

At our meeting, please plan to describe the way you want your property to pass at your death, keeping in mind any contingent beneficiaries you may want to include in the event the primary beneficiaries do not survive you.

Immediate Family Members:

Extended Family:

Charities:

Other:

Additional Identification of Family Members

Grandchild's Name

Born To Which of Yours:

Date of Birth:

Grandchild's Name

Born To Which of Yours:

Date of Birth

Grandchild's Name:

Born To Which of Yours:

Date of Birth:

Grandchild's Name:

Born To Which of Yours:

Date of Birth:

Grandchild's Name:

Born To Which of Yours:

Date of Birth:

Grandchild's Name:

Born To Which of Yours:

Date of Birth:

Husband:

Please provide names of the following family members and, if living, indicate city, state, and country of residence:

Mother:

Father:

Sister(s):

Brother(s):

Wife:

Please provide names of the following family members and, if living, indicate city, state, and country of residence:

Mother:

Father:

Sister(s):

Brother(s):

Miscellaneous Information

Husband:

Employer

Position

Phone

Address

Street Address Address Line 2 City State ZIP Code

Military Service:

Yes

If yes, give details (branch, dates of service, status)

Wife:

Employer

Position

Phone

Address

Street Address Address Line 2 City State ZIP Code

Military Service:

Yes

If yes, give details (branch, dates of service, status)

If either of you have been married before, please furnish the following information as to each marriage

Name of Former Spouse

Place of Marriage

Date of Marriage

Whether the Divorce was Due to Death, Health, or Annulment

Date of Termination of Marriage

If either of you is subject to ongoing obligation in favor of a former spouse, describe and provide a copy of the divorce decree or other document

If either of you is a current or potential party to a lawsuit, please describe

If either of you is a party to a buy-sell agreement with regard to any company, please describe & provide a copy of each agreement

Do any potential beneficiaries of your estate receive governmental benefits or have any special needs or problems that should be addressed in your estate planning? (Please plan to discuss when we meet.)

Yes

Other Estate Planning Advisors

Accountant:

Primary Personal Bank:

Stockbroker or Other Investment Advisor:

Insurance Agent:

Will Questionaire (Single)

Date

Identification

All Information is Kept Strictly Cinfidential

Name

Place of Birth

Social Security Number

Date of Birth

U.S Citizen

Yes

Cell Phone

Work Phone

Address

Street Address Address Line 2 City State ZIP Code

Home Phone

Estimated Value of Your Estate

Real estate (residence, rental property, land, vacation homes, etc.)

Oil & gas interests

401(k), pension plans, annuities, IRAs

Stocks/bonds/mutual funds (not held in retirement accounts)

Cash/savings

Household furnishings/personal effects/motor vehicles

Life insurance

Business or partnership interests

Other (describe: ___________)

SUBTOTAL:

Estimated total debts & mortgages owed

TOTAL:

Do you own any property outside of Texas?

Yes

If yes, please describe (location, type, how held)

Have you inherited or do you expect to inherit any property?

Yes

If yes, please describe (location, type, how held)

Have you inherited or do you expect to inherit any property?

Yes

If yes, please describe (location, type, how held)

Your Children

Name

First Last

Date of Birth

Phone

Address

Street Address Address Line 2 City State ZIP Code

Name

First Last

Date of Birth

Phone

Address

Street Address Address Line 2 City State ZIP Code

Name

First Last

Date of Birth

Phone

Address

Street Address Address Line 2 City State ZIP Code

Name

First Last

Date of Birth

Phone

Address

Street Address Address Line 2 City State ZIP Code

Name

First Last

Date of Birth

Phone

Name

First Last

Date of Birth

Phone

Address

Street Address Address Line 2 City State ZIP Code

Your Fiduciaries

The list below the name, address, and telephone number of each person (and/or the bank or trust company) that you wish to have serve in the fiduciary capacities indicated. In addition, you may name two persons to serve jointly, you should name alternates, and you may name several alternates.

Executer(s):

Trustee(s):

Gaurdian(s) for Minor Children

Agent(s) for Incapacity

Disposition of Property

Immediate family members:

Extended family:

Charities:

Other:

Additional Identification of Family Mmbers

Grandchild's Name

First Last

Date of Birth

Born to Which Child of Your's:

Grandchild's Name

First Last

Date of Birth

Born to Which Child of Your's:

Grandchild's Name

First Last

Date of Birth

Born to Which Child of Your's:

Grandchild's Name

First Last

Date of Birth

Born to Which Child of Your's:

Grandchild's Name

First Last

Date of Birth

Born to Which Child of Your's:

Grandchild's Name

First Last

Date of Birth

Born to Which Child of Your's:

Miscellanous Information

Employer:

Position

Address

Street Address Address Line 2 City State ZIP Code

Phone

Military Service

Yes

If yes, give details ((branch, dates of service, status).

If you have ever been married, please furnish the following information as to each marriage:

Name of Former Spouse:

First Last

Place of Marriage

Date of Marriage

Date of Termination of Marriage and whether due to death, divorce or annulment:

If you are subject to an ongoing obligation in favor of a former spouse, describe and provide a copy of the divorce decree or other document.

If you are a current or potential party to a lawsuit, please describe.

If you are a party to a buy-sell agreement with regard to any company, please describe and provide a copy of each agreement.

Yes

Other Estate Planning Advisors

Accountant:

Primary Personal Bank:

Stockbroker or Other Investment Advisor:

Insurance Agent: