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.
Your Information
Separate each name by a comma if applicable
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Mobile
Home
Work
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Primary
Alternate (optional)
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Street
City
State
Zip Code
County of Residence
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Spouse's Information
Separate each name by a comma if applicable
Mobile
Primary (optional)
Street, City, State Zip
Family Information
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Do you have children (biological or legally adopted)? * If you answer "yes," list your child's name, date of birth, and whether the child is deceased below. You can list more than one child below.
Additional rows can be added by clicking the + sign.
Do you have grandchildren (biological or legally adopted)? * If you answer "yes," list your grandchild's name, date of birth, the grandchild's parent (name of your child), and whether the grandchild is deceased below. You can list more than one grandchild below.
Additional rows can be added by clicking the + sign.
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WILL INFORMATION
A Last Will and Testament (also known as a Will) is a legal document that allows you to say exactly what you want to happen to your assets and minor children after death. It also allows you to nominate an executor, who will manage your estate, pay your debts, expenses, and taxes, and distribute your estate according to your wishes. This legal document allows you to make decisions on how your estate should be handled after your death; otherwise, the state will have to get involved and your wishes may not align with the decisions made by the state.
- Distribution Information
Do you have any specific bequests? * A specific bequest is a gift or specific item or asset that you want to leave to a specific person or entity. For example, you can provide that your Rolex is to go to your son John Smith, that your house be left to the Red Cross, or that each of your three nieces receives $10,000.00. If you select "yes" provide a description of the bequest in the first column, the name of the recipient (person or entity) in the second column, and the person's relationship to you (if applicable) below. Using the example above, put "Rolex" in the first column, "John Smith" in the second column, and "son" in the third column. You can have as many specific bequests as you would like.
Additional rows can be added by clicking the + sign.
How do you want the remainder of your estate to be divided? * The remainder of your estste is all of your assets combined excluding any assets listed as a specific bequest above, if applicable. You need to make a selection below. Information regarding the selections is listed below.
If you choose option 1, everything to my spouse then to my descendants, the remainder of your estate will be left to your spouse if your spouse survives you. If your spouse does not survive you, everything will be left to your descendants in equal shares based on your children. For example, if you have three children and one is deceased but the deceased child has children, those grandchildren will split the deceased child's portion of your estate.
If you choose option 2, everything to my spouse then to my descendants, then to others, your Will distributes the remainder of your estate like the preceding option; however, if neither your spouse nor any descendants survive you, you can name person(s) or entities to leave your estate to. You will be asked to provide additional information below about how you would like to divide your property.
If you choose option 3, everything to my spouse, then to others, there will be no reference to children or grandchildren. You will distribute everything to your spouse. If your spouse does not survive you, you can name person(s) or entities to leave your estate to. You will be asked to provide additional information below about how you would like to divide your property.
If you choose option 4, other, you will be asked to tell us how you would like to divide your estate. You will be asked to provide additional information below about how you would like to divide your property.
If you choose option 1, everything to my descendants (children and grandchildren), your Will distributes everything to your descendants in equal shares based on your children. For example, if you have three children and one is deceased but the deceased child has children, those grandchildren will split the deceased child's 1/3 portion of your estate.
If you choose option 2, your Will distributes the remainder of your estate like the preceding option; however, if you none of your descendants survive you, you can name person(s) or entities to leave your estate to. You will be asked to provide additional information below about how you would like to divide your property.
If you choose option 3, everything to others, then to others, you will be asked to tell us how you would like to divide your estate. You will be asked to provide additional information below about how you would like to divide your property.
Do you have a stepchild that you have not legally adopted that you want to treat as an adopted child in your Will? * Select "yes" if you have a stepchild that you would like to have treated as a biological or adopted child even if this person has not been legally adopted by you. If you select "yes," list the stepchild's name, date of birth, and whether this stepchild is deceased (if the stepchild Is deceased his/her heirs would take their portion if listed) below. You can list more than one person.
Additional rows can be added by clicking the + sign.
Is there anyone you want to disinherit? * Select "yes" if you would like to prevent someone from inheriting your property. For example, an estranged son. If you select "yes," list the person's name and relation to you below. You can list more than one person.
Additional names can be added by clicking the + sign.
- Executor Information
Executor Information. * You must name an executor (or executrix). The executor is an individual appointed to make sure the provisions in your will are properly handled when you die. The executor is responsible for making sure all assets in the will are accounted for, along with transferring these assets to the correct party (parties). Being an executor is a big responsibility and you should name someone who is responsible and will honor your wishes.
The executor/executrix can be almost anyone but is usually a lawyer, accountant, or family member, with the only restriction being that he or she must be over the age of 18 and have no prior felony convictions. Your spouse can act as your executor. The executor can also be a corporation (corporations will normally charge fees). It is generally best to pick an executor that is local.
You can name more than one executor/executrix. If name more than one person, each will act as a co-executor. If you want to have co-executors, make sure the co-executors can work together.
To complete, please list the full name of the executor/executrix in the first column, the executor's gender, and the executor/executrix's address. You can name more than one executor/executrix. You can name more than one person if you want to have co-executors.
Executor Information. * You must name an executor (or executrix). The executor is an individual appointed to make sure the provisions in your will are properly handled when you die. The executor is responsible for making sure all assets in the will are accounted for, along with transferring these assets to the correct party (parties). Being an executor is a big responsibility and you should name someone who is responsible and will honor your wishes.
The executor can be almost anyone but is usually a lawyer, accountant, or family member, with the only restriction being that he or she must be over the age of 18 and have no prior felony convictions. The executor can be a corporation (corporations will normally charge fees). It is generally best to pick an executor that is local.
You can name more than one executor/executrix. If name more than one person, each will act as a co-executor. If you want to have co-executors, make sure the co-executors can work together.
To complete, please list the full name of the executor/executrix in the first column, the executor's gender, and the executor/executrix's address. You can name more than one executor/executrix. You can name more than one person if you want to have co-executors.
Additional rows can be added by clicking the + sign
Do you want to name a successor executor?. * You can name a successor executor (or executrix). The successor executor is an individual that will take the place of the executor if the executor cannot act as the executor of your estate or refuses to act as the executor. You do not have to have a successor executor, although it is recommended.
If you want to name a successive executor (or executrix), please answer "yes" and list the full name of the executor/executrix in the first column, the executor's gender, and the executor/executrix's address below. You can name more than one successor executor/executrix. Leave this blank if you do not want to name a successor.
Additional rows can be added by clicking the + sign
Do you want your executor to be compensated? * You can select whether the executor is compensated. If you select "May receive customary fees" below, the executor is entitled to receive a 5-percent commission on the amounts they obtain and disburse in cash (this generally excludes a commission on money you had on hand at the time of death; money held in a checking, savings, or money market account; life insurance proceeds; and bequest payments made to beneficiaries). If you select "Serve without commission," the executor will not receive a commission but will be reimbursed for any expenses incurred.
Minor Child / Grandchild Information
Do you want to name a guardian for a minor child? * A guardian is someone who you name be the caregiver to a minor child or children in the event you are the last surviving parent or guardian. You can name a single person or a couple. If you name a couple, they will act as co-guardians. You can also appoint a successor guardian or guardians in the event that the appointed guardian(s) are unable or refuse to serve. If you answer yes, name the guardian(s) in the first field below and successor guardian(s) in the second field.
Additional guardians can be added by clicking the + sign
Additional guardians can be added by clicking the + sign
Do you want to include a contingent trust for a minor beneficiary? * A contingent trust is a trust which designates an age or ages that a minor beneficiary will be able to receive their portion of your estate. The contingent trust protects the assets you set aside for the minor beneficiary from the appointed guardian's creditors and allows the trustee to use the money for customary expenses. The remainder will be distributed upon a certain age or ages (preferably after the child has matured enough to handle the inheritance).
Who do you want to name as a trustee for the contingent trust? * You need to name a trustee to manage the contingent trust. The trustee will manage and distribute assets used for the comfort, care, and education of your minor beneficiaries until they have attained a specified age. You can name more than one trustee. If you have named a guardian for your minor children, the trustee can be the named guardian(s). You can also appoint a successor trustee or trustees in the event that the appointed trustee(s) are unable or refuse to serve. Name the trustee(s) in the first field below and successor trustee(s) in the second field.
Additional trustees can be added by clicking the + sign
Additional trustees can be added by clicking the + sign
Additional Information
Do you want a no-contest clause? * A no-contest clause is a provision in the will that prohibits a beneficiary from taking any portion of your estate if the beneficiary contests the will (unless a court determines the contest was made for just cause and in good faith).
Power of Attorney Section Break
Medical Power of Attorney Section Break
Additional agents can be added by clicking the + sign.
Additional agents can be added by clicking the + sign.
The Medical Power of Attorney can last for an indefinite period of time or it can terminate on a specific date. Indefinite is the most common response; however, a specific date may be appropriate if you want the Medical Power of Attorney to last for a short period, for instance, to get through a surgical procedure.
The date the Medical Power of Attorney expires
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HIPAA INFORMATION
Your healthcare information is protected, meaning healthcare providers cannot release your medical information without a release. A HIPAA Release is a legal document that permits someone you authorize access to your personal medical information.
Who do you want to have access to your medical information? * List the full name of each person you want to provide access to your medical information below. If applicable, you should have your spouse and any agent listed on your Medical Power of Attorney. You can list more than one person.
Additional names can be added by clicking the + sign.
When do you want the HIPAA to start? * If you do not want to specify a start date for the HIPAA Release, choose the first option below, which will allow access to all of your previous medical records. If you want to specify a start date, choose the second option below. If you chose this option, you will be asked to specify a start date.
When do you want the HIPAA to end? * If you do not want to specify an end date, chose the first option below and the HIPAA will expire a year after your death. If you want to specify an end date, choose the second option below. If you chose this option, you will be asked to specify an end date.
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DISCLAIMER: The contents of this contact form are being provided so that Hawkins & Walker, PC can evaluate your case. Upon evaluation, Hawkins & Walker, PC may send a new client contact, which contains a formal representation agreement and instructions for payment. This form does not create an attorney-client relationship and will not necessarily be treated as privileged or confidential. An attorney-client relationship will only be created upon your acknowledgment of the terms contained in the Municipal Citation Retainer Agreement and payment of applicable attorneys’ fees.
