Probate Questionnaire

New Client - Probate Questionnaire

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

    CLIENT INFORMATION (YOU ARE THE CLIENT – DECEDENT INFORMATION IS REQUESTED BELOW)

    Have you been convicted of a Felony in the State of Texas or any other state?

    ATTENTION: If you are an Executor or Administrator and you decide to retain this firm, the firm will represent you, not the Estate and not the beneficiaries or heirs of the Estate.

    TWO (2) PERSONS WHO KNOW HOW TO CONTACT YOU

    DECEDENT INFORMATION

    DECEDENT’S WILL

    List all of the Beneficiaries listed in the Will, living or deceased, and current address.

    DECEDENT’S MARITAL HISTORY

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

    DECEDENT’S CHILDREN

    List all of Decedent’s children, living or deceased, and a current address if applicable.

    DECEDENT’S PARENTS

    List Decedent’s parents, living or deceased, and a current address if applicable.

    DECEDENT’S SIBLINGS

    List all of Decedent’s siblings, living or deceased, and a current address if applicable.

    ADDITIONAL INFORMATION

    If there are any conflicts between the Beneficiaries or between the Decedent’s heirs, please describe.

    DISINTERESTED WITNESSES

    List at least 2 unrelated individuals that knew the Decedent, the Decedent’s family history.

    DECEDENT’S ASSETS

    DECEDENT’S REAL ESTATE

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

    DECEDENT’S OIL, GAS, AND MINERAL INTERESTS

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

    DECEDENT’S BANKS AND BROKERAGE ACCOUNTS

    Identify all Institutions at which Decedent owned an account.

    DECEDENT’S VEHICLES (AUTOMOBILES, BOATS, RVS, MOTORCYCLES, TRAILERS, FARM VEHICLES, ETC.)

    DECEDENT’S HOUSEHOLD FURNISHINGS, ANTIQUES, JEWELRY, FURNITURE, CLOTHING, ETC.

    Generally identify the Decedent’s household furnishings, antiques, jewelry, clothing, and artwork – provide a total “garage sale” or “yard sale” value for such items

    DECEDENT’S RETIREMENT ACCOUNTS AND ANNUITIES

    Identify all Institutions at which Decedent maintained a Retirement Account or Annuity.

    DECEDENT’S LIFE INSURANCE

    Identify all Life Insurance Policies maintained by or insuring the life of the Decedent.

    DECEDENT’S OTHER ASSETS (Business interests, Partnerships, Interests in Lawsuits, Digital Assets, Trademarks, copyrights, etc.)

    OTHER INSTRUCTIONS

    Please describe any other instructions or wishes that the Decedent left.

    DECEDENT’S DEBTS

    Identify of Decedent’s Debts. Include all mortgages, car notes, credit card debts, and medical/hospital debts

    DECEDENT’S PROFESSIONAL ADVISORS

    Please identify Decedent’s professional advisors

    © 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.