Estate Planning Form for Couples

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Estate Planning Form for Couples - Part 1

Your Personal Information

First Name
Last Name
If Applicable
mm/dd/yyyy
City/State/Country
Your Current Address
Your Current Address
City
State/Province
Zip/Postal
(999)-999-9999
name@domain.com
Previously Married?
Marriage Terminated by Death or Divorce?

Spouse/Partner Personal Information

First Name
Last Name
If Applicable
mm/dd/yyyy
City/State/Country
Spouse/Partner Current Address
Spouse/Partner Address
Spouse/Partner Address
City
State/Province
Zip/Postal
(999)-999-9999
name@domain.com
Spouse/Partner Previously Married?
Marriage Terminated by Death or Divorce?
Your & Spouse/Partner's Number of Children

Child 1

Does Child 1 Live with You?
Child 1 Address
Child 1 Address
City
State/Province
Zip/Postal

Child 2

Does Child 2 Live with You?
Child 2 Address
Child 2 Address
City
State/Province
Zip/Postal

Child 3

Does Child 3 Live with You?
Child 3 Address
Child 3 Address
City
State/Province
Zip/Postal

Child 4

Does Child 4 Live with You?
Child 4 Address
Child 4 Address
City
State/Province
Zip/Postal

Child 5

Does Child 5 Live with You?
Child 5 Address
Child 5 Address
City
State/Province
Zip/Postal

Child 6

Does Child 6 Live with You?
Child 6 Address
Child 6 Address
City
State/Province
Zip/Postal
List all children, with their date of birth and current address(es)

Assets

Do You and/or Your Spouse/Partner Own Real Estate in Texas?
How Many Texas Properties?

Texas Property 1

Texas Property 1 Address
Texas Property 1 Address
City
State/Province
Zip/Postal

Texas Property 2

Texas Property 2 Address
Texas Property 2 Address
City
State/Province
Zip/Postal

Texas Property 3

List all Texas Properties owned by you and/or your spouse/partner, including address and name(s) on the deed
Do You and/or Your Spouse/Partner Own Real Estate Outside of Texas?
How Many Outside of Texas Properties?

Outside of Texas Property 1

Outside of Texas Property 1 Address
Outside of Texas Property 1 Address
City
State/Province
Zip/Postal

Outside of Texas Property 2

Outside of Texas Property 2 Address
Outside of Texas Property 2 Address
City
State/Province
Zip/Postal

Outside of Texas Property 3

Outside of Texas Property 3 Address
Outside of Texas Property 3 Address
City
State/Province
Zip/Postal
List all Properties owned by you and/or your spouse/partner outside of Texas, including address and name(s) on the deed
Do You and/or Your Spouse/Partner Own Any Mineral Interests?
List all Mineral Interests owned by you and/or your spouse/partner, including addresses
Do You and/or Your Spouse/Partner Own Any Business, Partnerships, Etc...
List all Businesses, Partnerships, Etc..., including addresses and ownership percentage
Do you have a financial advisor?
Anything else you'd like us to know?

If you have not had your consultation yet, you may STOP here and complete the rest of the form after our consultation.

You are welcome to write notes (above) and/or complete the second part of this form. The second part of the form is optional, but it will be displayed after you hit submit on this page.

We will send you on to that form when you submit this one and we'll also send an email with the link so you have the option to complete it later. The second part of that form is where you will choose persons to serve in roles such as Executor, Power of Attorney and Guardian. That form also includes a section where you can describe how you want to distribute your assets in your will.

Just be sure to click the "Submit" link below so that this form is saved.

Thank you!

Save Draft

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