Vance E. Hendrix, PC
Date
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Your Information
Legal Name
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Address
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County of Residence
Email Address
*
example@example.com
Telephone
*
Format: (000) 000-0000.
Date of Birth
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Last 4 of Social Security No.
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Last 4 of Drivers License No
*
Decedent Information
Decedent's Legal Name
*
County of Residence
*
County of Death
*
Date of Birth
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Date of Death
*
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Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Last 4 of Social Security No.
Last 4 of Driver's License No.
Did Decedent leave a Will?
Please Select
Yes
No
If Decedent left a Will, do you have the original?
Please Select
Yes
No
Did Decedent have a premarital agreement?
Please Select
Yes
No
Is Decedent the beneficiary of a trust?
Please Select
Yes
No
Is Decedent a current or potential party to a lawsuit?
Please Select
Yes
No
List all of Decedent's living children (include addresses).
List all of Decedent's deceased children.
Did Decedent adopt any children?
Please Select
Yes
No
Did Decedent treat any non-biological children as his/her own??
Please Select
Yes
No
Estate Assets
Real Estate. For each tract of real property (including minerals), list the address and county (and state if outside Texas.
Cash/Savings. For each account, list the bank name, the beneficiaries (if any), and estimated value.
Stocks, Bonds, Mutual Funds (excluding those held in retirement accounts). For each account list the institution name the beneficiaries and estimated value
Retirement Accounts, 401(k), Pension plans, Annuities,IRAs. For each account, list the institution name, the beneficiaries, and estimated value.
Business Interests. For each business list the legal name, ownership, and value.
Life Insurance. For each policy, list the beneficiaries, and estimated cash value.
Digital Assets. Cryptocurrency, bitcoin, NFTs, etc Describe generally and include estimated value
Estimated total value of Decedent's estate
Did Decedent own any separate property?
Please Select
Yes
No
Additional Information
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