Estate Plan For an Individual Order Form - Step 4

Full Estate Plan For Individual Order Form:

We currently focus on clients exclusively in Texas.

Please complete the short intake form to help us understand your situation and provide personalized legal guidance. This step is required to finalize your order and begin your process. Take a moment now to fill it out so we can get started right away.

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Your Contact & Address Information:

Full Name *

Email *

Phone *

Street Address *

City *

State *

Country *

Postal Code *

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Full Estate Plan - Individual:

If you have any children, please list their full names.

If you have been divorced, please list the:

Name:
Date of marriage:
Date of divorce:
County where the divorce was finalized:

Are children all from your current marriage?

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Full Estate Plan - Individual:

Do you want your property to be distributed 100% to your spouse, and if s/he does not survive you, then in equal shares to your children?

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Full Estate Plan - Individual:

Do you own property outside of Texas?

Estimate the value for each of the following if applicable:

Real Property
Oil & Gas Interest
401(k), pension plans, annuities, IRAs
Stocks, bonds, mutual funds (not held in retirements accounts)
Cash/savings
Household furnishings/personal effects/motor vehicles
Life insurance
Business or partnership interests
Coins
Collectibles

If not included above, please list any other property and its value.

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Full Estate Plan - Individual:

If you have minor children, you may designate in your will a guardian of the person (to make living arrangements and care decisions) and the estate (to make financial decisions) for your children in the event of your death and/or their other parent’s death.

Guardian of the person:
Guardian of the estate, if different:
Alternate guardian of the person:
Alternate guardian of the estate

Your guardian in case you become disabled:

Alternate guardian if the first cannot serve:

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Full Estate Plan - Individual:

Your executor has the responsibility to wind up your affairs at death, collect your assets, ensure that claims, expenses, taxes are paid, and distribute your property to trustees or others you have named.

Executor:
First Alternate:
Second Alternate:

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Full Estate Plan - Individual:

Your trustees have the responsibility of long-term management of property that is to be held in trust for the benefit of beneficiaries of trusts you may create (for instance, the care of a child under 18):

Trustee:
Alternate trustee:

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Full Estate Plan - Individual:

Your Financial Power Of Attorney (POA) has the authority to make financial decisions on your behalf:

Financial POA Name:
Financial POA Address:
Financial POA Number:

Alternate Financial Power of Attorney (if any):

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Full Estate Plan - Individual:

Your Medical Power Of Attorney (POA) has the authority to make healthcare decisions on your behalf in the event you are unable to communicate them.

Medical POA Name:
Medical POA Address:
Medical POA Phone:

Alternate Medical Power of Attorney (if any):

Post Address and Mail

Address

Office: 322 N. Main, Conroe, TX 77301

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Assistance Hours

Mon – Fri 9:00am – 5:00pm

Phone Number:

855-936-8375

322 N Main St, Conroe, TX 77301, USA

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