Start & End Date of Prior Marriage
Prior Spouse Name
Name(s) of Children through Prior Marriage
Marriage Terminated by Death or Divorce?
List of Children
List all children, with their date of birth and current address(es)
Do You Own Real Estate in Texas?
How Many Texas Properties?
Texas Property 1
Texas Property 2
Texas Property 3
List of Texas Properties
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 2
Outside of Texas Property 3
List of Outside of Texas Properties
List all Properties owned outside of Texas, including address and name on the deed
List of Mineral Interests
List all Mineral Interests, including addresses
Any Business, Partnerships, Etc...
List of Businesses, Partnerships, Etc...
List all Businesses, Partnerships, Etc..., including addresses and ownership percentage
Click arrows to open each section. Only the main sections (Executor, Trustee, Guardians, Power of Attorney, Medical Power of Attorney, Agent for Disposition, and Medical Directive) are required.
(an executor is the person responsible for probating the will, filing the estate tax return, and distributing assets to the beneficiaries)
First Alternate Executor
Second Alternate Executor
(a trustee is the person responsible for long-term management of property for the beneficiaries)
First Alternate Trustee
Second Alternate Trustee
Guardian of Minor(s)
(a guardian is the person who will take physical care of your minor child(ren))
First Alternate Guardian of Minor
Second Alternate Guardian of Minor
Guardian of Self
(a guardian is the person who will take physical care of you should you become unable to do so yourself)
First Alternate Guardian of Self
Second Alternate Guardian of Self
Power of Attorney
(the person who will handle your financial affairs if you become incapacitated)
First Alternate Power of Attorney
Second Alternate Power of Attorney
Medical Power of Attorney
(the person who will make medical decisions for you if you become incapacitated)
First Alternate Medical Power of Attorney
Second Alternate Medical Power of Attorney
Agent for Disposition of Remains
First Alternate Agent
Second Alternate Agent
Medical Directive (Also known as Living Will)
Is this something you would like to sign?
Explain how you would like to leave your property in the event of your death.
1. Special Bequests of Personal Property, Cash or Real Estate:
Please list the Name of Person, their Relationship to You, and any Property to be Given (keep this minimal)
2. Residuary Estate (everything left after other gifts are given)
In your own words, describe the way you want the balance of your property to pass under your will in each of the following applicable circumstances:
(a) If your children (if any) survive you:
(b) If your children (if any) do not survive you (i.e. gift to another relative or person)
(c) If none of the above survive you:
More than 5 Beneficiaries?
Please list all of your beneficiaries here, with Full Names, Addresses, Phone Numbers, and Their Relationship to You
Anything else you'd like us to know?