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| For My Clients and Prospective Clients |
| Estate Planning
Information and Forms Note: for all these fillable forms and questionnaires, you need to right-click and Save Link As.. to your own computer, then open them in Adobe Acrobat. If you just click on them, they will open in your Web browser, and any changes you make will not be saved. Estate Planning R.A.Q. (Rarely Asked Questions) (the Top Seven Misconceptions about estate planning) Should I use a Will for Estate Planning or a Trust? (pluses and minuses of using a trust for estate planning to avoid probate) Estate Planning Checklist (a general list of things to think about in planning your estate) Estate Planning Information Fill-In Form Estate Planning Information Fill-In Form - BASIC Estate Planning Documents and Procedures (a description of documents involved, extra forms, and the signing process) Memorandum of Wishes (a form to suggest gifts and other wishes in addition to your will, that is specifically not a codicil) Funeral and Memorial Instructions (a form to indicate your funeral and memorial wishes to your loved ones) Estate Organizer (a form to give some guidance and information to your loved ones) Probate Forms Checklist for the Executor/Administrator (what do do BEFORE probate, after a loved one dies) Heirship Information Questionnaire (a very comprehensive one; please feel free to skip over sections that do not apply to your case) Probate Information Questionnaire (as above; please feel free to skip over sections that do not apply to your case) Inventory Information Questionnaire (form to enter information for the Inventory due 90 days after probate) Map to Dallas County Probate Courts Map to Collin County Probate Court |
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Last updated: November 16, 2022