Estate Planning Questionnaire for Individuals

New Client - Estate Planning Questionnaire for Individuals

THE INFORMATION IN THIS DOCUMENT IS SUBJECT TO THE ATTORNEY-CLIENT PRIVILEGE, AS PROVIDED IN THE TEXAS RULES OF EVIDENCE. THE CONTENTS OF THIS DOCUMENT ARE CONFIDENTIAL AND WILL NOT TO BE DISCLOSED TO THIRD PERSONS OTHER THAN IN FURTHERANCE OF PROFESSIONAL LEGAL SERVICES

    PLEASE COMPLETE THE FOLLOWING.
    Clear Form
    List all names as you wish them to appear in your legal documents.

    CLIENT

    MARITAL HISTORY

    List Marriages (name of spouse, date of marriage/divorce/death).

    CHILDREN

    List all children, living or deceased; list their names as you wish them to appear in legal documents. If you wish to exclude a child, please make an appropriate indication

    YOUR ESTATE

    Describe to whom you wish your Estate to pass upon your death, including any specific gifts.

    CHARITABLE BEQUESTS

    Describe any charitable bequests you wish to make, including any specific bequests to charity.

    BURIAL AND CREMATION INSTRUCTIONS BEQUESTS

    If you wish to include burial or cremation instructions in your estate planning documents, please describe such burial or cremation instructions below.

    DESIGNATION OF GUARDIAN FOR MINORS

    If you have a child under the age of 18 and wish to designate a person or persons to serve as guardian for such child, please identify the person or persons below, including their name, address, and telephone number.

    EXECUTORS AND TRUSTEES

    EXECUTORS

    TRUSTEES

    POWERS OF ATTORNEY

    Please identify the individuals that you wish to serve as your agents below.

    DURABLE POWER OF ATTORNEY

    PROFESSIONAL ADVISORS

    Please identify your professional advisors

    ASSETS

    $
    $
    $
    $

    REAL ESTATE

    For all Real Estate (Land/houses, etc., identify the Location/Address (include County of location).

    OIL, GAS, AND MINERAL INTERESTS

    For all oil, gas, and minerals that you own, identify the county in which such minerals are located.

    BANKS AND BROKERAGE ACCOUNTS

    Identify all Institutions at which you maintain an account.

    OTHER ASSETS (Business interests, Retirement Accounts, Digital Assests such as bitcoin, Trademarks, Patents, Copyrights, etc.)

    © 2020 VANCE E. HENDRIX P.C., ATTORNEY AT LAW  l  SITEMAP  l   DISCLAIMER

    The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. Contacting us does not create an attorney-client relationship.