• Texas Transfer on Death Deed and Powers of Attorney Questionnaire

    Select the documents you’re requesting and answer the questions for attorney review under Texas law.

  • Client and Document Selection

  • This questionnaire collects information for attorney review under Texas law. It does not create, sign, or record any legal document. Do not provide Social Security numbers.
  • Which documents are you requesting?*
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Is another person helping complete this questionnaire?*
  • Format: (000) 000-0000.
  • Can the principal understand and sign documents personally?*
  • Do any of the following exist?*
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  • Transfer on Death Deed

    • Property 1 
    • Property 1 is this the principal residence / homestead?*
    • Property 1 is any owner married?*
    • Property 1 is the spouse also a record owner?
    • Property 1 is there a recorded right-of-survivorship agreement?*
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    • Property 1 encumbrances or title issues*
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    • Property 1 is each record owner living?*
    • Property 1 does each record owner have contractual capacity and can personally sign?*
    • A TOD deed cannot be created by an agent under power of attorney. If any owner cannot personally sign, attorney review is required.
    • Property 1 primary beneficiary or beneficiaries 
    • Property 1 beneficiary 1 date of birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
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    • Property 1 additional beneficiaries
    • Property 1 shares total 100%*
    • Property 1 alternate beneficiaries 
    • Property 1 alternate beneficiary details
    • Property 1 if a beneficiary does not survive the owner by 120 hours, what should happen?*
    • Property 1 is any beneficiary a minor, disabled, receiving means-tested benefits, incarcerated, bankrupt, or likely to need asset management?*
    • If any beneficiary has special circumstances, attorney review is required to consider trust or management options.
    • Property 2 
    • Property 3 
    • Acknowledgment: the owner retains control during life; the beneficiary receives only the interest owned at death, subject to mortgages, liens, and title matters; the deed is revocable; a will does not revoke it; and it must be signed, notarized, and recorded before death in the Texas county real-property records.

    • Statutory Durable Power of Attorney

    • Primary agent or co-agents*
    • Format: (000) 000-0000.
    • Primary agent is 18 or older*
    • Primary agent willing to serve*
    • Primary agent has any conflict, bankruptcy, criminal/fraud history, or dependence on principal*
    • Format: (000) 000-0000.
    • Primary successor is 18 or older
    • Primary successor willing to serve
    • Primary successor has any conflict, bankruptcy, criminal/fraud history, or dependence on principal
    • Format: (000) 000-0000.
    • Second successor is 18 or older
    • Second successor willing to serve
    • Second successor has any conflict, bankruptcy, criminal/fraud history, or dependence on principal
    • Co-agents action standard
    • When should authority begin*
    • Statutory powers to grant*
    • Gifts authority*
    • Authority to make gifts to agent
    • Authority to change beneficiary designations
    • Authority to create or change survivorship rights
    • Authority to delegate authority
    • Authority to create, amend, revoke, or fund trusts
    • Authority to disclaim property
    • Authority for homestead or home-equity transactions
    • Authority over safe-deposit boxes
    • Agent compensation*
    • If appointed spouse should continue after divorce or annulment

    • Medical Power of Attorney

    • Authority under the Medical Power of Attorney generally begins only when the attending physician certifies that you lack capacity.
    • Format: (000) 000-0000.
    • Primary medical agent willing to serve?*
    • Primary medical agent is any of the following: treating health-care provider, employee of that provider, residential-care provider, or employee of a residential-care provider?*
    • If yes, is the person related to you?
    • Attorney review flag - primary medical agent may require review due to provider/employee status or related-party issue.
    • Format: (000) 000-0000.
    • Alternate medical agent 1 willing to serve?
    • Desired limitations, instructions, and treatment preferences
    • Existing documents or directives
    • Should a spouse-agent's appointment terminate upon divorce or annulment?
    • Preferred execution method*

    • HIPAA Authorization

    • Authorized recipients*
    • Additional recipient details
    • Information that may be disclosed*
    • Attorney review notice for specially protected records
    • Who may disclose information*
    • Authorization begins*
    • Expiration date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Usable after incapacity*
    • Usable after death*
    • Subject to applicable law
    • Acknowledgments*
    • Limit authorization to a specific period

    • Final Review

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    • Date*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Consent to electronic communications*
  • Should be Empty: