Estate Planning Form for Individuals - StoneMyers Law

Name

First Name

Last Name

Maiden Name

If Applicable

Birth Date

mm/dd/yyyy

Birth Location

City/State/Country

Current Address

City

State/Province

Zip/Postal

Country

Preferred Phone

(999)-999-9999

Preferred Email

name@domain.com

Previously Married?

Yes

No

Start & End Date of Prior Marriage

Prior Spouse Name

Name(s) of Children through Prior Marriage

Marriage Terminated by Death or Divorce?

Death

Divorce

Number of Children

Child 1

Child 1 Name

Child 1 Birth Date

Does Child 1 Live with You?

Yes

No

Child 1 Address

City

State/Province

Zip/Postal

Country

Child 2

Child 2 Name

Child 2 Birth Date

Does Child 2 Live with You?

Yes

No

Child 2 Address

City

State/Province

Zip/Postal

Country

Child 3

Child 3 Name

Child 3 Birth Date

Does Child 3 Live with You?

Yes

No

Child 3 Address

City

State/Province

Zip/Postal

Country

Child 4

Child 4 Name

Child 4 Birth Date

Does Child 4 Live with You?

Yes

No

Child 4 Address

City

State/Province

Zip/Postal

Country

Child 5

Child 5 Name

Child 5 Birth Date

Does Child 5 Live with You?

Yes

No

Child 5 Address

City

State/Province

Zip/Postal

Country

Child 6

Child 6 Name

Child 6 Birth Date

Does Child 6 Live with You?

Yes

No

Child 6 Address

City

State/Province

Zip/Postal

Country

List of Children

List all children, with their date of birth and current address(es)

Assets

Do You Own Real Estate in Texas?

Yes

No

How Many Texas Properties?

1

2

3

4+

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?

Yes

No

How Many Outside of Texas Properties?

1

2

3

4+

Outside of Texas Property 1

Name on Deed for Outside of Texas Property 1

Outside of Texas Property 1 Address

City

State/Province

Zip/Postal

Country

Outside of Texas Property 2

Name on Deed for Outside of Texas Property 2

Outside of Texas Property 2 Address

City

State/Province

Zip/Postal

Country

Outside of Texas Property 3

Name on Deed for Outside of Texas Property 3

Outside of Texas Property 3 Address

City

State/Province

Zip/Postal

Country

List of Outside of Texas Properties

List all Properties owned outside of Texas, including address and name on the deed

Any Mineral Interests?

Yes

No

List of Mineral Interests

List all Mineral Interests, including addresses

Any Business, Partnerships, Etc...

Yes

No

List of Businesses, 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)

Full Name of Executor

Executor Address

City

State/Province

Zip/Postal

Country

Executor Phone

Your Relationship to Executor

First Alternate Executor

First Alternate Executor Full Name

First Alternate Executor Address

City

State/Province

Zip/Postal

Country

First Alternate Executor Phone

Your Relationship to First Alternate Executor

Second Alternate Executor

Second Alternate Executor Full Name

Second Alternate Executor Address

City

State/Province

Zip/Postal

Country

Second Alternate Executor Phone

Your Relationship to Second Alternate Executor

Trustee

(a trustee is the person responsible for long-term management of property for the beneficiaries)

Trustee Full Name

Trustee Address

City

State/Province

Zip/Postal

Country

Trustee Phone

Your Relationship to Trustee

First Alternate Trustee

First Alternate Trustee Full Name

First Alternate Trustee Address

City

State/Province

Zip/Postal

Country

First Alternate Trustee Phone

Your Relationship to First Alternate Trustee

Second Alternate Trustee

Second Alternate Trustee Full Name

Second Alternate Trustee Address

City

State/Province

Zip/Postal

Country

Second Alternate Trustee Phone

Your Relationship to Second Alternate Trustee

Guardian of Minor(s)

(a guardian is the person who will take physical care of your minor child(ren))

Full Name of Guardian of Minor

Guardian of Minor Address

City

State/Province

Zip/Postal

Country

Guardian of Minor Phone

Your Relationship to Guardian of Minor

First Alternate Guardian of Minor

First Alternate Guardian of Minor Full Name

First Alternate Guardian of Minor Address

City

State/Province

Zip/Postal

Country

First Alternate Guardian of Minor Phone

Your Relationship to First Alternate Guardian of Minor

Second Alternate Guardian of Minor

Second Alternate Guardian of Minor Full Name

Second Alternate Guardian of Minor Address

City

State/Province

Zip/Postal

Country

Second Alternate Guardian of Minor Phone

Your Relationship to 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)

Full Name of Guardian of Self

Guardian of Self Address

City

State/Province

Zip/Postal

Country

Guardian of Self Phone

Your Relationship to Guardian of Self

First Alternate Guardian of Self

First Alternate Guardian of Self Full Name

First Alternate Guardian of Self Address

City

State/Province

Zip/Postal

Country

First Alternate Guardian of Self Phone

Your Relationship to First Alternate Guardian of Self

Second Alternate Guardian of Self

Second Alternate Guardian of Self Full Name

Second Alternate Guardian of Self Address

City

State/Province

Zip/Postal

Country

Second Alternate Guardian of Self Phone

Your Relationship to Second Alternate Guardian of Self

Power of Attorney

(the person who will handle your financial affairs if you become incapacitated)

Full Name of Power of Attorney

Power of Attorney Address

City

State/Province

Zip/Postal

Country

Power of Attorney Phone

Your Relationship to Power of Attorney

First Alternate Power of Attorney

First Alternate Power of Attorney Full Name

First Alternate Power of Attorney Address

City

State/Province

Zip/Postal

Country

First Alternate Power of Attorney Phone

Your Relationship to First Alternate Power of Attorney

Second Alternate Power of Attorney

Second Alternate Power of Attorney Full Name

Second Alternate Power of Attorney Address

City

State/Province

Zip/Postal

Country

Second Alternate Power of Attorney Phone

Your Relationship to Second Alternate Power of Attorney

Medical Power of Attorney

(the person who will make medical decisions for you if you become incapacitated)

Full Name of Medical Power of Attorney

Medical Power of Attorney Address

City

State/Province

Zip/Postal

Country

Medical Power of Attorney Phone

Your Relationship to Medical Power of Attorney

First Alternate Medical Power of Attorney

First Alternate Medical Power of Attorney Full Name

First Alternate Medical Power of Attorney Address

City

State/Province

Zip/Postal

Country

First Alternate Medical Power of Attorney Phone

Your Relationship to First Alternate Medical Power of Attorney

Second Alternate Medical Power of Attorney

Second Alternate Medical Power of Attorney Full Name

Second Alternate Medical Power of Attorney Address

City

State/Province

Zip/Postal

Country

Second Alternate Medical Power of Attorney Phone

Your Relationship to Second Alternate Medical Power of Attorney

Agent for Disposition of Remains

Full Name of Agent

Agent Address

City

State/Province

Zip/Postal

Country

Agent Phone

Your Relationship to Agent

First Alternate Agent

First Alternate Agent Full Name

First Alternate Agent Address

City

State/Province

Zip/Postal

Country

First Alternate Agent Phone

Your Relationship to First Alternate Agent

Second Alternate Agent

Second Alternate Agent Full Name

Second Alternate Agent Address

City

State/Province

Zip/Postal

Country

Second Alternate Agent Phone

Your Relationship to Second Alternate Agent

Medical Directive (Also known as Living Will)

Yes

No

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

Beneficiary 5 Full Name

Beneficiary 5 Address

City

State/Province

Zip/Postal

Country

Beneficiary 5 Phone

Your Relationship to Beneficiary 5

More than 5 Beneficiaries?

Please list all of your beneficiaries here, with Full Names, Addresses, Phone Numbers, and Their Relationship to You

Additional Notes:

Anything else you'd like us to know?

reCAPTCHA

Child 1

Child 2

Child 3

Child 4

Child 5

Child 6

Assets

Texas Property 1

Texas Property 2

Texas Property 3

Outside of Texas Property 1

Outside of Texas Property 2

Outside of Texas Property 3

Fiduciaries

Executor

First Alternate Executor

Second Alternate Executor

Trustee

First Alternate Trustee

Second Alternate Trustee

Guardian of Minor(s)

First Alternate Guardian of Minor

Second Alternate Guardian of Minor

Guardian of Self

First Alternate Guardian of Self

Second Alternate Guardian of Self

Power of Attorney

First Alternate Power of Attorney

Second Alternate Power of Attorney

Medical Power of Attorney

First Alternate Medical Power of Attorney

Second Alternate Medical Power of Attorney

Agent for Disposition of Remains

First Alternate Agent

Second Alternate Agent

Dispositive Plan

Beneficiaries

Beneficiary 1

Beneficiary 2

Beneficiary 3

Beneficiary 4

Beneficiary 5

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