Estate Planning

ONLINE INTAKE FORM

Please fill out this form to get your $199 will started. Fill out all required fields. If you have any questions, please call us at 214-250-4407. Please note that the will is a $199. Additional documents are not included in the price. Additional documents can include a trust, power of attorney, guardianship for person, living will, etc.

Applicant's Personal Information

First Name *

Middle Name

Last Name *

Address *

City *

State *

Zip Code *

Email *

Social Security Number

Birth Date

Phone *

Employer

Textbox

Sex Male Female

US Citizen? Yes No

Marital Information

First Name

Middle Name

Last Name

Date of Birth

Date of Marriage

Does your spouse have a will? Yes No

US Citizen? Yes No

Executors, Trustees, & Guardians

Please fill out this area. You will need to put down at least one executor. Your executor is a person who will have the responsibility to execute this will. You also have the opportunity to fill out the trustee information. If you are getting a trust, a trustee is the person or institution who will have the duty to manage the property for a period of time. A guardian

First Executor *

Alternate Executor

Trustee

Alternate Trustee

Please describe what you would like to do with a trust?

There are two types of Guardianship documents that we can set up for your family. You can designate a Guardianship for you minor children and a Guardianship for yourself. The Guardianship for your minor children is included in the will and is no extra charge. A Guardianship for yourself is an additional document and will be an additional charge.

First Guardian for Children

Alternate Guardian

Guardian for your Person

Alternate Guardian

First Guardian for your Estate

Alternate Guardian

A trust is a document that will separate the power to manage your property from the person who benefits from that property. There are many reasons why people want a trust. For example, keeping property away from young children, taxes, avoiding probate, creating charities, etc. Please describe above the type of trust or what you would like to do.

Children

First Child

Full Name

Sex Male Female

Second Child

Full Name

Sex? Male Female

Third Child

Full Name

Sex? Male Female

Fourth Child

Full Name

Sex? Male Female

Fifth Child

Full Name

Sex? Male Female

Do any of your children have special needs? Please explain.

Online Will Intake Form