Duran Firm Client Information Worksheet

Willing Goodness - Goal Driven Planning

Your Will is your last opportunity to accomplish your goals for your family and estate. Whether you want to promote self-sufficiency, encourage education or entrepreneurship, or simply provide a basic level of support, your estate plan should be driven by your goals. Thus, keep those goals in mind when completing this worksheet.

All wills drafted by the Duran Firm have the following features which address the near-universal goals of our clients:

	Independent administration	Allows for the quick and efficient administration of your estate by allowing your estate to be probated and administered with the absolute minimum of court involvement required under Texas law.
	Alternate distribution plans	The Will provides for alternate plans if one or more of the designated primary beneficiaries dies before the Testator, thus eliminating the need to constantly revise the Will.
	Trusts for minor beneficiaries	The Will provides for a trust in case a child becomes an heir to the estate, thus eliminating a costly court-supervised guardianship of that minor's estate.
	No contest clauses	Provides for the disinheritance of any would-be beneficiary who challenges the estate plan in bad faith.
	Formal Will execution ceremony	The attorney leads the testator and witnesses through the execution of the Will using a script created by a Texas wills and estates professor. This process makes it difficult to successfully challenge the Will.
	Self-Proving Affidavits	As the Will is executed, the testator and witnesses all testify about the process of signing of the Will. This provides evidence to the court that the Will was executed in accordance with Texas law, thus eliminating the need of finding a witness when submitting the Will to the probate court.

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Now tell us the details.
Client*
Full Legal Name
Street Address*
Street Address
City, State, Zip*
City, State, Zip
e-Mail*
e-Mail Address
Phone Number*
Best Phone Number
U.S. Citizen*

YesNo
Are you the beneficiary, trustee (singly or jointly), or creator of a trust?*

YesNo
If you answered "Yes" to the previous question, please provide basic details about the trust.

Financial Fiduciaries (Agents, Guardians, Executors, and Trustees)

A fiduciary is someone who accepts the responsibility for taking care of the property of another person for the benefit of that person. Your estate plan will include the appointment of financial fiduciaries.

Qualities to look for in fiduciaries:
1. responsible, business-like adults;
2. never been convicted of a felony;
3. preferably have their own money so they are not tempted to dip into yours;
4. at least one agent should be relatively young so that you don't outlive all of your fiduciaries;
5. other beneficiaries are often alternates.
These people will fill the following roles in your estate plan:

Agent: the person responsible for taking care of your property while you are still alive pursuant to a Power of Attorney.

Guardian: the person responsible for taking care of your property while you are still alive pursuant to a court appointment.

Executor: the person who will be responsible for probating your Will, paying your last debts, filing tax returns, and distributing the assets of the estate to your beneficiaries.

Trustee: the person who will be responsible for the long-term management of any property left in trusts for your beneficiaries.
Primary Financial Fiduciary:*
Name
First Alt. Financial Fiduciary
Name
Second Alt. Financial Fiduciary
Name
Professional Trustee

For some people, the thought of leaving a $5 million trust under the supervison of a brother-in-law that likes to dabble in the market causes some concern. For larger estates, the Duran Firm recommends that clients consider having a professional trustee oversee the long-term management of trusts left to their children.
Professional Trustee?

Yes, we would like a referral to meet with a professional trustee recommended by the Duran Firm.No, we have complete faith in the ability and trustworthiness of our selections above.

Medical or Health Care Agents in case of your Incapacity

Please designate medical agents who will be responsible for making personal and medical decisions for you in the event you are unable to do so. These persons will be named as your Agents in a Medical Power of Attorney and will be named as the Guardians of your Person in a Designation of Guardian form.
Primary Health Care Agent:
Name
First Alt. Health Care Agent
Name
Second Alt. Health Care Agent
Name

Living Will –

Your wishes in case of permanent or terminal medical incapacity will be expressed in your Living Will, also referred to as a Directive to Physicians.
When death is expected within six months, no matter what.

If, in the judgment of my physician, I am suffering with a terminal condition from which I am expected to die within six months, even with available life-sustaining treatment provided in accordance with prevailing standards of medical care:
CHOOSE ONE*

I request that all treatments other than those needed to keep me comfortable be discontinued or withheld and my physician allow me to die as gently as possible (ALLOWS FOR HOSPICE AND PAIN MANAGEMENT CARE ONLY); ORI request that I be kept alive in this terminal condition using available life-sustaining treatment. (DOES NOT APPLY TO HOSPICE CARE.)
When death can be delayed indefinitely; example = feeding tube.

If, in the judgment of my physician, I am suffering with an irreversible condition so that I cannot care for myself or make decisions for myself and am expected to die without life-sustaining treatment (such as a feeding tube) provided in accordance with prevailing standards of care:
CHOOSE ONE*

I request that all treatments other than those needed to keep me comfortable be discontinued or withheld and my physician allow me to die as gently as possible (ALLOWS FOR HOSPICE AND PAIN MANAGEMENT CARE ONLY); ORI request that I be kept alive in this irreversible condition using available life-sustaining treatment. (THIS SELECTION DOES NOT APPLY TO HOSPICE CARE.)

What is the estimated value of your gross taxable estate (including but not limited to real estate, cash, financial accounts, businesses, life insurance policies, revocable trusts, personal property assets, and ALL OTHER PROPERTY THAT TRANSFERS ON YOUR DEATH):*
Value
SIGNED AND ACCEPTED ON: *

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Willing Goodness - Goal Driven Planning

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