Estate Planning Form for Individuals

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Estate Planning Form for Individuals - Part 1

Personal Information

Please enter your full name as shown on your driver's license
Last Name
If Applicable
mm/dd/yyyy
City/State/Country
Current Address
Current Address
City
State/Province
Zip/Postal
(999)-999-9999
name@domain.com
Previously Married?
Marriage Terminated by Death or Divorce?
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 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, including address and name on the deed
Do You 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 outside of Texas, including address and name on the deed
Any Mineral Interests?
List all Mineral Interests, including addresses
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, please click submit below so the form is saved and sent to us. 

We also recommend you download the Estate Planning Form (Individual or Couples) (see Downloadable Client Forms on our website) and review it prior to the meeting.

In that form, discussed during our meeting, 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!

Book a Consult

The fastest way to determine a path forward in your estate planning is to schedule an appointment for a consult with StoneMyers Law. We'll take the time to listen to your desires to leave a legacy for your family and come up with the right plan to make that happen!

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Estate Planning

There are many moving parts with Estate Planning, and our team will help you confidently navigate the process. We will expertly guide you through the process and show you every rock in the river along the way.

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Probate of Estates

Probate is the legal process of distributing the assets and estate of a deceased person. This includes resolving all probate property issues like taxes, insurance, title, and paying creditors for any outstanding money owed by the deceased.

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Business Consulting

Starting a business is a big step, and we are here to help make sure you are taking all of the steps needed during startup and formation to do it right. Let us help you achieve your business goals.

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