23501 Cinco Ranch Blvd., Suite H205, Katy, Texas 77494 Telephone: 281-394-0188
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Will Questionnaire

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** POTENTIAL CLIENT INFORMATION SHEET **

Thank you for considering our firm for your legal needs. Please provide the following information.  We will contact you and obtain credit card authorization before preparing your Wills. 

How did you learn about us?
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I am a former client Consolidated Communications (TXU)
Katy Magazine YP/One Katy Cinco
Absolutely Katy Magazine ATT
Texas Monthly
Web Page
Search Engine
Referred
Other
  Which Search Engine:
  Referred By:
  If other, please specify:
   
Testator's Data
Your Name:
First Name: Mi: Last Name:
Address:
City: State: Zip Code:
Home Phone: Cell: Work:
E-mail:

 		  
Spouse's Name:
First Name: Mi: Last Name:
Spouse's Address: (If different from above)
Address:
City: State: Zip Code:
Home Phone: Cell: Work:
Spouse's
E-mail:
 
This form is designed to ensure accuracy in the completion of your estate planning documents. An attorney will discuss each item with you. Please do not hesitate to make notes, leave items blank, or ask any questions you may have regarding your Will, Estate or other matters.
 
1. Your Full Legal Name:

Other LEGAL names in which you hold title to property? Yes No
If so, what:

2. (If married) Your Spouse's Full Legal Name:
 
3. Is this your first marriage? Yes No

If not, is your divorce final? Yes No NA
4. In what County do you reside? (Harris, Fort Bend, Waller)
 
5. Are you an American Citizen? Yes No

If no, are you a resident alien? (i.e. Do you intend to remain in the US indefinitely?) If not, you will want a QDOT Will. Yes No
6. Please list all biological or adopted children and their ages.

NAME
AGE
NAME
AGE
   
   
   
 
7. Stepchildren. If you have any stepchildren whom you haven't legally adopted, do you wish to treat them as your children for purposes of your Will? Yes No NA
What are their names and ages?

NAME
AGE
NAME
AGE
   
   
   
8. How would you like your estate divided?

All to surviving spouse? Yes No
If No, then how:

9. If your spouse dies before you, how would you like your estate divided?

Equally between children
Exclude:
Other:
I never want the following people (parents, etc.) to inherit anything:

***Blended Families Note: You may wish to leave your biological children's inheritance in trust. (Note that dramatic customization in this area will likely require some additional charges.)
10. Executor
Whom have you selected to be executor of your Will?
Many people select their spouse to be executor. Whom have you selected to be back-up executor of your Will?

This person will serve if your first executor is not available.
11. Guardians
Do you have any minor children? Yes No
If you have minor children, whom have you selected to be Guardian?
Whom have you selected to be back up Guardian?
   
12. Trusts for Minors
If you have minor children, it is sometimes appropriate to create trusts upon your death so that minors do not inherit money before they are financially mature.
Would you like your minor children's inheritance to be placed in trust? Yes No
If Yes: What age(s) would you like their inheritance distributed?
100% at: 18 21 25 30 Other:
OR:
1st 1/3 at:
2nd 1/3 at:
Final 1/3 at:
18 21 25 30 Other:
18 21 25 30 Other:
18 21 25 30 Other:
   
13. Trustee
Who would you like to serve as Trustee for these Trusts?
Who would you like to serve as Alternate Trustee for these Trusts?
   
14. Do any of your beneficiaries have "special needs?" Yes No

This would include medical, psychological or other physical needs that 1) may expose them to significant future medical expenses or 2) entitle them to governmental assistance based on the need.

** If the surviving spouse's estate exceeds the exemption amount ($1MM -$2MM depending upon when you die) the excess amount will be taxed.
You may be able to protect the life insurance by having a trust own it before the insured spouse dies!
15. Is a Simple Will appropriate for you?
Is your marital estate (exclusive of Life Insurance) in excess of $2 Million?
Yes No

Married couples with estates of this size should consider By-Pass Wills to benefit from estate tax laws.
16. Specific Requests (if any):
17 a. Are there certain items you would like
to go to certain individuals?
17 b. Any cash donations to your Church
or other charities?
   
17. Medical Power of Attorney
I wish to designate to make my medical decisions.
 
Address and phone if other than spouse:
Address:
City: State: Zip Code:
Phone:
  ** This instrument only becomes effective upon disability or incapacity.
   
18. Are you a partner, member or owner of a business? Yes No
If so, have you considered what would happen if you or one of your partners died?
Would you want the business to continue after your death? Yes No
Would you want to be partners with a surviving spouse? Yes No
   
You may want to consider a Buy / Sell Agreement if you do not already have such a mechanism in place.
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