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Karen Telschow Johnson
Nicole Smith
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Rebecca Thomas
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Home
Practice Areas
Estate Planning
Elder Law
Last Will & Testament
Trusts
Powers of Attorney
Probate
Guardianship
Medicaid Planning
Disability Planning
About Us
In the Community
Karen Telschow Johnson
Nicole Smith
Bob Telschow
Rebecca Thomas
Monika Worsley
Martha Zarr
Contact
2025 Estate Planning Packet – Couple
2025 Estate Planning Packet – Couple
ESTATE PLANNING INFORMATION PACKET
Thank you for contacting us about estate planning. This data sheet is extremely helpful for organizing your thoughts about estate planning and for providing information to us about your family and estate. Please complete it and return it to us in advance of your consultation if possible. If your time is limited, or you find it overwhelming, please know that you can fill in the easy “Personal Information” section and we can walk through the rest with you during our initial consultation.
PERSONAL INFORMATION
Full Legal Name
Nickname or Preferred Name
Date of Birth
MM slash DD slash YYYY
Last 4 digits of SSN
Occupation
Best Phone Number
Email Address
Home Address (Include County)
Name and Telephone of Your Broker or Financial Planner (if any)
Who can we thank for referring you to our law firm?
Were you married prior to your current marriage?
Yes
No
If married previously, please list previous spouse name(s), how the relationship ended (e.g., divorce or death), approximate dates of marriage, and whether there were any children from prior marriages/relationships.
CHILDREN
Full Legal Name
(Include address/phone number only if children are adults)
Living?
Age?
Sex?
Marital Status?
His, Hers, or Ours?
ASSETS/LIABILITIES (Yes or No)
Safe Deposit Box (list bank name):
Bank Accounts (not IRAs and Retirement Plans):
Stocks, Bonds and Mutual Funds (not IRAs and Retirement Plans):
Closely Held Businesses, Partnerships, Limited Liability Companies, Etc.:
Real Estate in Texas:
Real Estate outside of Texas:
Automobiles, Boats, Etc.:
Life Insurance & Annuities:
IRAs, 401k(s), other Retirement Plans
Other Assets/Liabilities, including Crypto:
DISPOSITIVE PLAN
(Describe in general terms how you wish to leave your property at death)
(Example: To each other first, then to our children in equal shares, etc.)
Contingent Trust Age
What age(s) would you want your beneficiaries to inherit?
Please enter a number less than or equal to
99
.
Any Specific Bequests?
FINAL REMAINS
If you have a preference for burial or cremation, or if you have made any arrangements for your final remains such as purchasing a funeral plot or headstone, please note it here:
FIDUCIARIES
(People who you grant legal authority to act on your behalf)
WILL EXECUTOR
(The Executor and alternates can be different for each spouse as desired. Typically, you would put each other first and then alternates as needed.)
Executor: My spouse
Alternate:
TESTAMENTARY TRUST TRUSTEE
(This is a trust created by a will for a beneficiary who is incapacitated or who has not reached the age of 18 (or whatever age above 18 you select).
Testamentary Trust Trustee: My spouse
Alternate:
MEDICAL POWER OF ATTORNEY
(The health care agent is the person who will make medical decisions for you if you become incapacitated.)
Health Care Agent: My spouse
Alternate:
DURABLE POWER OF ATTORNEY
(This document extends your rights in all things financial to the agent(s) you select. During our meeting, we can talk about the pros and cons of this document being effective immediately versus it being effective upon incapacity)
Financial: My spouse
Alternate:
GUARDIAN OF THE PERSON
(If a court ever needs to place a Guardian over you due to incapacity, who would you want to be the guardian who will take care of your person if you become incapacitated.)
Guardian of the Person: My spouse
Alternate:
Guardian Exclusions (if any):
GUARDIAN OF THE ESTATE
(If a court ever needs to place a Guardian over you due to incapacity, who would you want to be the guardian who will take care of your finances if you become incapacitated.)
Guardian of the Estate: My spouse
Alternate:
Guardian Exclusions (if any):
GUARDIAN OF YOUR MINOR CHILDREN
(The guardian is the person who will take physical care of minor children should both parents die.)
Guardian(s) of your Minor Children:
First Alternate(s):
Second Alternate Guardian(s):
HEALTH CARE AGENT FOR YOUR MINOR CHILDREN
(The health care agent is the person who will make medical decisions for your minor children should you both become incapacitated.)
Health Care Agent for your Children:
First Alternate:
Second Alternate:
JOINT REVOCABLE TRUST
(If a trust-based estate plan is selected, this section will be applicable. We will discuss this in your consultation, but it is good to think about who you would want to serve as alternate Trustees if needed.)
Initial Trustees: Both spouses as Grantors and the Initial Co-Trustees together (able to act independently); After one of you passes away, the other would continue as Trustee until death or incapacity. After that, you would need the alternate trustee(s) listed below.
Alternate: