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Testimonials:

"My husband and I wanted to update our wills after our youngest child entered college. David was able to take care of our needs quickly and efficiently. He even accommodated us when WE made an error regarding the day and time of our appointment to sign the wills. Each client is treated with respect and priority. We highly recommend David Cook!"
- Billie B.



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Probate Questionnaire

Client Information Worksheet – Probate Cases

NOTE: Your Attorney will need to get the original copy of the Will to file with the court (if there was a Will)

NOTE: Your attorney will need to get a Money Order or Cashier’s Check in the following amount for filing fees: $__________.    This Money Order or Cashier’s Check should be made out to the following:

___________ County Probate Clerk

NOTE: Please have the potential administrator fill out the attached bond application and return to your Attorney

Section I. Client Information

 

1.         Client Name:                _______________________________

 

2.         Client Address:                        _______________________________

Street

_______________________________

City, State                                Zip

 

3.         Work Ph: ____________        4. Home/Cell Ph: ____________        5. Email: _______________

 

Section II. Information about the Decedent (i.e. the Deceased Person)

 

1. Decedent’s full legal name: __________________________________________________

 

 

2. Nicknames or aliases (“a/k/a”): _______________________________________________

 

3. Decedent’s date of birth: __________________    4. Decedent’s date of death: ______________

 

5. Decedent’s age at death: _____________ (years of age)

 

6. Location of Decedent’s death: ________________________________________________

City, State                                           County

 

7. Decedent’s residence at death: ______________________________________________

Street Adress

_______________________________________________

City, State                               Zip                   County

 

8. List ALL of Decedent’s marriages:

 

____________________________________                                                __________________

Surviving Spouse’s Full Name                                                            Date of Marriage

____________________________________

Street Address

 

_______________________________________________________________________

City, State                               Zip Code

___________________________________

Home Phone               Business or Cell Phone                                               Named in Will? __Yes  __No

 

___________________________________         ___________        _______________________

Prior Spouse’s Full Name                                      Date of Marriage             Date of Divorce ______ / Death______

 

Section III. Information Regarding the Decedent’s Will

 

 

9.   What is the date of the Decedent’s Will? ___________________________

 

10. Were any children born to or adopted by the                                 ___ Yes     ___ No

Decedent after the date of the Will?

 

11. Does the Decedent’s Will name someone to                                  ___ Yes     ___ No

serve as “Independent” Executor or Executrix?

 

12. Executors’ Names:

 

1.__________________________ 2. ________________________ 3. _____________________

 

 

Residences:

___________________________      _________________________   _____________________

Street                                                   Street                                             Street

___________________________      _________________________   _____________________

City, State                   Zip                   City, State                   Zip            City, State              Zip

 

___________________________      _________________________   _____________________

Phone #                                               Phone #                                         Phone #

 

 

13. Has any named Executor ever been convicted of a felony?          ____Yes   ____ No

 

14. Are all named Executors Texas residents?                                                 ____Yes   ____ No

 

15. Does the Decedent’s Will say that the “Independent”

Executor will serve “without bond”?                                             ____Yes   ____ No

 

16. Does the Decedent’s Will name the State of Texas, a governmental agency of the State of Texas,     or a charitable organization as a devisee?                                           ____Yes   ____ No

 

17. Does the Decedent’s Will contain a notarization page at the end of the Will that has language similar to the following:                                                                                ____Yes   ____ No

Before me, the undersigned authority, on this day personally appeared [DECEDENT’S NAME], [WITNESS’S NAME], and [WITNESS’S NAME], known to me to be the testator and the witnesses, respectively, whose names are subscribed to the annexed or foregoing instrument in their respective capacities, and, all of said persons being by me duly sworn, the said [DECEDENT’S NAME], testator, declared to me and to the said witnesses in my presence that said instrument is his last will and testament…

 

 

18. Please provide the name, current address and phone number of the witnesses to the Will:

 

_____________________________                          ____________________________

Witness #1 Full Name                                                Witness #2 Full Name

____________________________                            ____________________________

Current Street Address                                               Current Street Address

____________________________                            ____________________________

City, State                   Zip Code                                 City, State                   Zip Code

____________________________                            ____________________________

Home Phone               Business or Cell                      Home Phone               Business or Cell

 

Section IV. Information Regarding Decedent’s Beneficiaries or Heirs (Fill this Section Out Whether or Not There Was a Will)

 

19. The Texas Probate Code requires personal representatives to give notice to all will beneficiaries within sixty days of the date a decedent’s will is probated. Therefore, please provide the following information for ALL persons named as beneficiaries in the Decedent’s Last Will and Testament:

 

a.         _____________________________              Is this Person Deceased? ___ Yes  ___ No

Full Name

____________________________                Date of Death (if applicable): __________

Current Street Address

____________________________

City, State                   Zip Code

____________________________

Home Phone               Business or Cell

 

b.         _____________________________              Is this Person Deceased? ___ Yes  ___ No

Full Name

____________________________                Date of Death (if applicable): __________

Current Street Address

____________________________

City, State                   Zip Code

____________________________

Home Phone               Business or Cell

 

c.         _____________________________              Is this Person Deceased? ___ Yes  ___ No

Full Name

____________________________                Date of Death (if applicable): __________

Current Street Address

____________________________

City, State                   Zip Code

____________________________

Home Phone               Business or Cell

d.         _____________________________              Is this Person Deceased? ___ Yes  ___ No

Full Name

____________________________                Date of Death (if applicable): __________

Current Street Address

____________________________

City, State                   Zip Code

____________________________

Home Phone               Business or Cell

 

e.         _____________________________              Is this Person Deceased? ___ Yes  ___ No

Full Name

____________________________                Date of Death (if applicable): __________

Current Street Address

____________________________

City, State                   Zip Code

____________________________

Home Phone               Business or Cell

Continue on back if necessary.

 

 

 

20. Do all of the persons named in the Will and all of the Decedent’s immediate family members not named in the Will agree as to the validity of the Decedent’s Last Will and Testament and to your serving as the Executor of the Estate?                                                 ____Yes   ____ No

 

Section V. Information Regarding Decedent’s Assets

 

21. Description of Decedent’s Assets

 

a.         __________________________________                $ __________________________

Homestead Address Appraisal District Tax Valuation

 

__________________________________                ____________________________

City, State                               Zip                               Date of Purchase (Month/Year)

 

____________________        $__________              Community Property?  __Yes __ No

Mortgages, Deed of Trust, or                   Amount of Encumbrance

Lien Holder’s Name

 

 

 

b.         __________________________________                $ __________________________

Other Property Address Appraisal District Tax Valuation

 

__________________________________                ____________________________

City, State                               Zip                               Date of Purchase (Month/Year)

 

____________________        $__________              Community Property?  __Yes __ No

Mortgages, Deed of Trust, or                   Amount of Encumbrance

Lien Holder’s Name

 

c.         __________________________________                $ __________________________

Bank/Investment Company Name Account Value (as of Date of Death)

 

__________________________________                Savings __  Checking __ Investment __

Account Number

__________________________________                Community Property? ___ Yes ___ No

Bank Address

__________________________________

City, State                               Zip

 

 

d.         __________________________________                $ __________________________

Bank/Investment Company Name Account Value (as of Date of Death)

 

__________________________________                Savings __  Checking __ Investment __

Account Number

__________________________________                Community Property? ___ Yes ___ No

Bank Address

__________________________________

City, State                               Zip

 

e.         __________________________________                $ __________________________

Bank/Investment Company Name Account Value (as of Date of Death)

 

__________________________________                Savings __  Checking __ Investment __

Account Number

__________________________________                Community Property? ___ Yes ___ No

Bank Address

__________________________________

City, State                               Zip

 

 

 

 

f.          __________________________________                $ ______________________

Automobile Make & Model Estimated “Blue Book” Value

 

__________________________________                Community Property? __ Yes __ No

VIN Number

_________________________________                  $ ___________________

Lien Holder’s Name                                                   Amount of Encumbrance

 

g.         Furniture & Furnishings in Homestead: $ ________________________

Estimated Value of Property if sold

at Estate Sale

 

Community Property? __ Yes __ No

 

h.         Misc. personal effects, jewelry, clothing, etc: $ ___________________________

Estimated Value of Property if sold

at Estate Sale

 

Community Property? __ Yes __ No

 

 

22. Description of Decedent’s Debts:

 

a.         Did the decedent ever accept funds from Medicaid to pay for nursing home care? ___ Yes ___ No

 

b.         __________________________________                            $ __________________

Name of Person Who Paid for Funeral Cost

___________________________________________

Street Address of Person Who Paid for Funeral

___________________________________________

City, State                                           Zip

 

c.         __________________________________                            $ _______________________

Healthcare Provider Total Expenses NOT Covered by Insurance

___________________________________________

Street Address of Healthcare Provider

___________________________________________

City, State                                           Zip

 

 

d.         ___________________________________                          $ ________________________

Credit Card Company Total Unpaid Credit Card Balance

___________________________________

Account Number

___________________________________

Mailing Address

___________________________________

City, State                               Zip

 

e.         ___________________________________                          $ ________________________

Credit Card Company Total Unpaid Credit Card Balance

___________________________________

Account Number

___________________________________

Mailing Address

___________________________________

City, State                               Zip

 

f.          ___________________________________                          $ ________________________

Credit Card Company Total Unpaid Credit Card Balance

___________________________________

Account Number

___________________________________

Mailing Address

___________________________________

City, State                               Zip

 

g.         ___________________________________                          $ ________________________

Electric Company Total Unpaid Balance

___________________________________

Account Number

___________________________________

Mailing Address

___________________________________

City, State                               Zip

 

h.         ___________________________________                          $ ________________________

Natural Gas Company Total Unpaid Balance

___________________________________

Account Number

___________________________________

Mailing Address

___________________________________

City, State                               Zip

 

i.          ___________________________________                          $ ________________________

Phone Company Total Unpaid Balance

___________________________________

Account Number

___________________________________

Mailing Address

___________________________________

City, State                               Zip

 

j.          ___________________________________                          $ ________________________

Other Utility Company Total Unpaid Balance

___________________________________

Account Number

___________________________________

Mailing Address

___________________________________

City, State                               Zip

 

Section VI. Potential Administrators for the Estate.

  1. Who is the intended Administrator for the Estate if there was no Will? ______________

_______________________________________________________________________

  1. If this person is unable to serve as Administrator, who else in the family (or even a third party that everyone trusts) would be able to serve as the Administrator of the estate? _____________

________________________________________________________________________

  1. Questions about the potential Administrator:
    1. Has the potential administrator ever filed for bankruptcy? ____ Yes _____ No
    2. What is the credit score for the potential administrator? _____________
    3. Has the potential administrator ever been convicted or arrested for any crime? ______
      1. i.      If Yes, please explain: _____________________________________________

_______________________________________________________________

 

Section VII. Witnesses

 

  1. We will need to have the names of two people who are not immediate family members (i.e. not a spouse, child, or grandchild of the deceased person) to serve as Witnesses at the hearing.  These Witnesses will testify about the family history.  Please give us the contact information for two such possible Witnesses:

 

  1. a. Witness #1

 

___________________________________

Name

___________________________________

Address Line 1

___________________________________

Address Line 2

___________________________________

Phone

 

___________________________________

How did the Witness know the Decedent

___________________________________

How long did the Witness know the Decedent

 

 

 

  1. b. Witness #2

___________________________________

Name

___________________________________

Address Line 1

___________________________________

Address Line 2

___________________________________

Phone

___________________________________

How did the Witness know the Decedent

___________________________________

How long did the Witness know the Decedent