Estate FB FK Law Firm

Registration Info

Get started, provide your information below and provide your Child's info on the next page

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Total Estate Value

What is the value of your estate? *

Do you own real estate outside of the State of Texas? *

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Yes

✓

No

Your Contact Details

Name:

Date Of Birth *

Also known as(optional)

Are you married? *

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Yes

✓

No

Suffix(optional)

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Jr

✓

Sr

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II

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III

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Other

Gender

Your Address

Full Address: *

Address Line 1 *

Address Line 2

City *

State *

County *

Zip Code *

Is Your mailing address the same as your home address? *

✓

Yes

✓

No

Your Spouse Information

Your spouse's Details

First Name: *

Middle Name *

Last Name: *

Email *

Date Of Birth *

Cell *

Suffix(optional) *

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Jr

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Sr

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II

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III

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Other

Please select "Suffix(optional)".

Also known as(optional)

Gender

Is Your spouse's address different than you? *

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Yes

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No

State: *

The primary beneficiary of your estate will be your spouse. Would you like the gift to your spouse to be in the trust?

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Yes

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No

Living Trust

Do you want to create a living trust?

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Yes

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No

Children and Beneficiaries

Do you have children? *

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Yes

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No

Beneficiary Information

Legal name of Beneficiary 1 *

Legal name of Beneficiary 2 *

Legal name of Beneficiary 3 *

Children

Select all that apply regarding your children, if any

Are any of the children under 18 years old? *

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Yes

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No

Please select "Are any of the children under 18 years old?".

I have children with special needs *

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Yes

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No

Guardians for Your Minor Children

(A guardian is legally responsible for taking care of your children in the event that both parents become unable to do so. In general, the guardians you name will become effective only when both parents are unable to take care of a child. For this reason, the guardians you name should be someone other than your child's other parent.)

Full Legal Name of First Guardian *

(In the event that the first guardian you named is unable to serve, please name an Alternate Guardian.)

Full Legal Name of Second Guardian *

Full Legal Name of Third Guardian *

Children Information

How many children do you and/or your spouse/partner have?

Child Full Legal Name *

Child Age

Who are the parents of Child? *

Percentage(%)

Children

A lump sum at age of

Trustee

Please name 3 Trustees to administer the trust that will be created for your spouse and/or children?

(A trust will be created if any of your children are under the age of 25, or if you have opted to have your property pass to a trust for the benefit of your spouse or your children. A Trustee will need to be named for the trust. A Trustee is a person who is responsible for managing the assets that are held in the trust.)

Trustee Full Legal Name *

Alternate Trustee Full Legal Name *

Second Alternate Trustee Full Legal Name

Executor

Please name 3 peope who will serve as the Executor of your Last Will and Testament.

(Your Executor is responsible for carrying out your instructions and wishes as provided in your will. If you are married, your spouse will be named as Executor. Please list at least one other individual to be named as Alternate Executor.)

Do you wish to use same agents as your Trustee?

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Yes

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No

Executor Full Legal Name *

Alternate Executor Full Legal Name *

Second Alternate Executor Full Legal Name

Executor - Spouse/Partner

Primary Executor *

Power of Attorney

Name three people to serve as your agent under the Durable power of Attorney.

(The DPOA allows the person you name as your agent to make financial and property related decisions for you. The power can become effective at the time you sign the DPOA or later only in the event of your incapacity. This choice will be made at the time you sign the document.)

Do you wish to use same agents as your Executor? *

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Yes

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No

Full Legal Name *

Phone Number *

Full Address(Please include City, State and Zip code) *

Alternate Agent *

Alternate Agent Phone Number *

Alternate Agent Full Address(Please include City, State and Zip code) *

Second Alternate Agent *

Second Alternate Agent Phone Number *

Second Alternate Agent Full Address(Please include City, State and Zip code) *

Financial DPOA-Spouse/Partner

Primary Agent: *

Phone Number *

Address *

Health Care Power of Attorney

Name 3 people to serve as your agent under your Medical power of Attorney.

(A Medical Power of Attorney allows an Agent to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself. If you are married, your spouse will be named as your Agent. Please name at least one individual as an Alternate Agent.)

Do you wish to use same agents as your Power of Attorney? *

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Yes

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No

Full Legal Name *

Phone Number *

Full Address(Please include City, State and Zip code) *

Alternate Agent *

Alternate Agent Phone Number *

Alternate Agent Full Address(Please include City, State and Zip code) *

Second Alternate Agent *

Second Alternate Agent Phone Number *

Second Alternate Agent Full Address(Please include City, State and Zip code) *

HIPAA Agents

All of the persons named in your Durable Power of Attorney and Medical Power of Attorney will be listed in your HIPAA release.

Use the same agents from your Health Care Power of Attorney?

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Yes

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No

Agent Name

Agent Address

Agent Phone

Health Care POA - Spouse/Partner

Please provide the information of one or more individuals who will serve as your health care agent:

Do you wish to use the same agents as your Power of Attorney? *

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Yes

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No

Primary Agent: *

Phone Number *

Address *

Directive to Physician

Your plan will include a Directive to Physicians document also known as Living Will.

Signing Your Documents:

Please contact us to schedule the signing, this will be at our office.

Engagement Letter

Download

I acknowledge and accept the terms outlined in this engagement letter

Thank you! Next Steps…

Thank you for taking the time to answer these questions. If you have any remaining questions or concerns, please don’t worry! Please write them down and bring them with you to your next meeting. Between now and then, your attorney will be reviewing your answers and will discuss them with you in greater detail during your next meeting.

Review Your Answer

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