Office Forms


Will Questionaire Identification

Name(Required)
Email(Required)
Please let us know what's on your mind. Have a question for us? Ask away.


Will Questionnaire Identification (Married)

MM slash DD slash YYYY

Husband's information:

Name
MM slash DD slash YYYY
U.S Citizen
Address (Include County)
MM slash DD slash YYYY

Wife's information:

Name
MM slash DD slash YYYY
U.S Citizen
Address (Include County)
Do You Have a Marital Property Agreement

Your Children:

MM slash DD slash YYYY
Address - Include County
Child Of:
MM slash DD slash YYYY
Address - Include County
Child Of:
MM slash DD slash YYYY
Address - Include County
Child Of:
MM slash DD slash YYYY
Address - Include County
Child Of:
MM slash DD slash YYYY
Address - Include County
Child Of:

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

Estimated Value of Your Interest:

Do you own any property outside of Texas
Are either of you or your spouse the creator or beneficiary of any trust?

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:

Wife:

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.

Additional Identification of Family Members

MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY

Husband:

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

Wife:

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

Miscellaneous Information

Husband:

Address
Military Service:

Wife:

Address
Military Service:

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

MM slash DD slash YYYY
MM slash DD slash YYYY
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.)

Other Estate Planning Advisors



Will Questionaire (Single)

MM slash DD slash YYYY

Identification

All Information is Kept Strictly Cinfidential
MM slash DD slash YYYY
U.S Citizen
Address

Estimated Value of Your Estate

Do you own any property outside of Texas?
Have you inherited or do you expect to inherit any property?
Have you inherited or do you expect to inherit any property?

Your Children

Name
MM slash DD slash YYYY
Address
Name
MM slash DD slash YYYY
Address
Name
MM slash DD slash YYYY
Address
Name
MM slash DD slash YYYY
Address
Name
MM slash DD slash YYYY
Name
MM slash DD slash YYYY
Address

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.

Disposition of 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.

Additional Identification of Family Mmbers

Grandchild's Name
MM slash DD slash YYYY
Grandchild's Name
MM slash DD slash YYYY
Grandchild's Name
MM slash DD slash YYYY
Grandchild's Name
MM slash DD slash YYYY
Grandchild's Name
MM slash DD slash YYYY
Grandchild's Name
MM slash DD slash YYYY

Miscellanous Information

Address
Military Service

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

Name of Former Spouse:
MM slash DD slash YYYY
MM slash DD slash YYYY
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.)

Other Estate Planning Advisors

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