Estate Planning Questionnaire for Single Person

Please complete one of the following:

1. Fill out and submit the form below; or

2. Download the questionnaire in .pdf form and fax to 972-436-8712.

We will use your answers to draft the documents, and then contact you to schedule a time to meet with the attorney, if we haven’t already done so.


FAMILY INFORMATION

Name:
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For questions on how to fill out this form, please refer to our article on Affidavit of Heirships. For further questions, please contact us at 972-436-8141.

Address:
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Phone Number:
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Email:
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Name:
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Name:
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Name:
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WILL INFORMATION

Executor Appointment: List in order of preference those whom you want to serve as an executor to settle your estate or as a trustee of a family trust (if you cannot serve). You may include one or two alternates. [Indicate if joint service is desired.]

Note: An Executor is the one who, upon your death, will carry out your directions in your will. For example, they are responsible for seeing that all of your provisions are carried out, debts against the estate are paid, and any money owed is collected.

Name 1:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Name 2:
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Name 3:
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TRUSTEE FOR CHILDREN AND/OR GRANDCHILD:

If you want to consider a trust for a child, children, grandchild, or grandchildren, identify those who are to serve as trustee or trustees of the trust, and those who are to serve as successor trustees. [Indicate if joint service is desired.]

Note: A Trust is an entity that holds assets and distributes for the benefit of other persons.

Name 1:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Name 2:
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Name 3:
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At what age will the child/children become a co-Trustee?
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At what age will the child/children become the sole Trustee?
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Will the child/children receive a portion of the Estate at a certain age?
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What percentage?
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What ages?
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GUARDIANSHIP, MINOR CHILDREN:

Whom, in order of preference, do you want to serve as guardian of minor children? If you want to set up a contingent trust for minor children then please consider the relationship between the guardian and the trustee. [Indicate if joint service is desired.]

Note: The Guardian protects the interests of such child and provide for their welfare, education, and support.

Name 1:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Name 2:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Name 3:
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For questions on how to fill out this form,please contact us at 972-436-8141.

PERSONAL OBJECTIVES:

Please provide a brief summary of how you want your property to be distributed after your death. This may include descendants (children) or beneficiaries other such as other family members or organizations. Please make note of percentage and order in which distribution shall apply.

Example #1: Distribute my estate equally (or percentage to each) to my descendants living. If my descendants are not living, then 50% to my sister, 25% to my friend John Doe, and 25% to the Diabetes Foundation.

Example#2: Distribute 75% of my estate to my descendants and 25% to the Executor of my Will. If my descendants are not living, then 50% to my great aunt and 25% to the SPCA of Dallas.

Specific Bequest Example: I direct that the following real property given as a tax free gift to John Doe. I direct that the following jewelry be given as a tax free gift to Jane Doe.

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APPOINTMENT OF GUARDIAN FOR AN ADULT-DECLARATION OF GUARDIAN

Please list whom, in order of preference, you want to serve as guardian of your person and estate in the case of incapacitation. [Indicate if joint service is desired.]

Note: The difference between the Guardian and the Executor is that the Guardian manages your personal estate while you are alive but incapacitated, while the Executor takes over your estate after your death. The Guardian is appointed by a judge and becomes legally nonexistent after death.

Name 1:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Address
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Name 2:
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Address:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Name 3:
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Address:
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HEALTH CARE AND TERMINATION OF LIFE DECISIONS:

Designate the person or persons who are to make health care decisions and termination of life decisions for you if you cannot do so yourself. [Indicate if joint service is desired.]

Note: This specifically applies to health care and termination of life decisions.

Name 1:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Address:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Name 2:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Address:
?
For questions on how to fill out this form,please contact us at 972-436-8141.

Name 3:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Address:
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For questions on how to fill out this form,please contact us at 972-436-8141.

h2. DIRECTIVE TO PHYSICIAN (LIVING WILL):

Fill out the below if you wish to have your physician make your life support decision rather than your health care representative.

NOTE: THIS TAKES PRECEDENCE OVER THE HEALTH CARE REPRESENTATIVE ONLY IN THE CASE OF LIFE SUPPORT DECISIONS.

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For questions on how to fill out this form, please refer to our article on For questions on how to fill out this form,please contact us at 972-436-8141.

DURABLE POWER OF ATTORNEY:

Designate the person or persons who are to hold your power of attorney. [Indicate if joint service is desired.]

Note: The Power of Attorney is much like the Adult Guardian in that he or she manages your personal estate while you are alive. The Power of Attorney has the option of deciding not to manage your estate, while the Guardian is ordered by the court.

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For questions on how to fill out this form,please contact us at 972-436-8141.

Address:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Name 2:
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Address:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Name 3:
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Address:
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For questions on how to fill out this form,please contact us at 972-436-8141.

APPOINTMENT OF AGENT TO CONTROL DISPOSITION OF REMAINS:

Designate the person or persons who are to control your remains. [Indicate if joint service is desired.]

Name 1: ?
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Address:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Name 2:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Address
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For questions on how to fill out this form,please contact us at 972-436-8141.

Name 3:
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For questions on how to fill out this form,please contact us at 972-436-8141.

Address
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For questions on how to fill out this form,please contact us at 972-436-8141.

SPECIAL DIRECTIONS:

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List any special directions regarding your remains.

Example #1: I request to be buried at Memorial Cemetery, located at 123 Somewhere Street, Anyplace, TX

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Additional Questions: ?
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