Estate Planning Form for Individuals

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

Child 1

Child 2

Child 3

Child 4

Child 5

Child 6

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 2

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 2

Outside of Texas Property 3

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

Fiduciaries

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.

Executor

(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

Trustee

(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?

Dispositive Plan

Explain how you would like to leave your property in the event of your death.

Client's Wishes

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:

Beneficiaries

Number of Beneficiaries

Beneficiary 1

Beneficiary 2

Beneficiary 3

Beneficiary 4

Beneficiary 5

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?

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!

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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