Small Estate Plan Intake

Plan for Now and the Future

A small estate plan is a plan that does not require tax planning and does not include a trust. If you believe you need either tax planning or a testamentary trust, please let us know.

This questionnaire asks for personal and sensitive information from you. The information you provide in this document is considered both privileged and confidential attorney-client communication. Texas law provides you distinct attorney-client protections regarding the information you provide in this questionnaire, even if you do not retain the services of our firm or attorneys.

Please take the time to complete this questionnaire carefully. Feel free to contact us at 817/877-3355 with any questions.