Will Fact Sheet Strictly Optional

We absolutely do not require you to fill in the sheet before meeting with us. Rather, some clients asked us to provide them with a questionnaire to fill in so that they can gather their thoughts prior to meeting with us. Leave any information blank you don’t want to fill in. If you would prefer to print this form out and bring it in with you, click here.

Call to schedule your appointment with Badeaux and Associates, (281) 486-4737, 16055 Space Center Blvd. suite 260 Houston, TX 77062, jb@dedicatedlaw.com

Client Names

  1. Your Name:

    Home Address including county:

    Telephone numbers (list all please):

  2. Spouse's Name:

  3. Were either of you born outside of the United States?  Yes No

  4. Year of Marriage:

  5. Is this your first marriage?  Yes No

    If not, do you have children by the prior marriage?  Yes No

Children

  1. Name:

    Age:

    Present City and State:

    Do they have children? If so, list:

  2. Name:

    Age:

    Present City and State:

    Do they have children? If so, list:

  3. Name:

    Age:

    Present City and State:

    Do they have children? If so, list:

Assets *Do not list detailed information because website is not secure

  1. Do you own any real estate outside of Texas?  Yes No
  2. During your conference with us we will ask you about your assets in general terms.
  3. To whom do you wish to leave your assets:

Last Will & Testament

We do not expect you to be certain of the persons you are filling in for Executor, Trustee, or Guardian, and you do not have to fill in all names. Rather, during our meeting with you, we will thoroughly discuss each of those roles, and the person you tentatively chose.

  1. Executor - Administers the Will and distributes the assets to beneficiaries

    1. First Executor:
    2. Alternate Executor:

  2. Trustee - Handles the money for any trusts created in your Will

    1. First Trustee:
    2. Alternate Trustee:

  3. Guardian - Raises your minor children

    1. First Guardian:

      Address:

    2. Alternate Guardian:

      Address:

Durable Power of Attorney - for finances

  1. Name of Agent who acts on your behalf:

    Agent's City and State:

  2. Alternate Agent:

    Alternate Agent's City and State:

Medical Power of Attorney

  1. Name of Agent who acts on your behalf:

    Agent's City and State:

    Phone Number:

  2. Alternate Agent:

    Alternate Agent's City and State:

    Phone Number:

Directive to Physician - (Living Will)

We will advise you about the Directive to Physician during our meeting.

Comments, Concerns

If you have any special concerns, you can list them here; otherwise you can wait until our meeting.


Fees

Fees for a Last Will and Testament are generally between $450.00 and $1,250.00, per Will. The fees depend on whether the Wills are for a couple, first or second marriage, single person, or involve estate tax planning. A fact situation where Wills are generally $450.00, per Will is:

A couple, first marriage, identical Will provisions. The Will and fee includes trusts for minor children, guardian, and executor. Fee $450.00 per Will, total $900.00 for the couple.

Coordination of Last Will and Testament with Beneficiary Designation Assets: The cost of the Will includes overall advice on coordinating a Will with beneficiary designations, such as life insurance. Beneficiary designation and rights of survivorship style accounts are independent from your Will’s beneficiaries.

Time to Complete Documents

Badeaux and Associates has  a streamlined, but thorough process for its Will and estate planning clients. The process  generally takes 2-3 weeks from beginning to end.   The process is:

i) An attorney  meets with  you, listens to your goals and objectives, asks  relevant questions, gives advice, options and alternatives, and  obtains all of the information to prepare your Last Will and Testament and Powers of Attorney.

ii) Approximately 2 weeks later, Badeaux and Associates mails the drafts of the Wills and Powers of Attorney to you for your review,

iii) You contact  our law firm when you are ready to sign the Wills and Powers of Attorney in our office.  We provide the notary and 2 witnesses.

iv) The original Wills and Powers of Attorney are given to you for safe keeping, and Badeaux and Associates keeps a copy.

Appointment

We look forward to assisting you with your Wills and Powers of Attorney. Call to schedule your appointment with Badeaux and Associates, (281) 486-4737, 16055 Space Center Blvd. suite 260 Houston, TX 77062, jb@dedicatedlaw.com

Disclaimer

The materials on this site have been prepared for informational purposes only and are not legal advice. The information presented on this site is not intended to create, nor does receipt of it constitute creation of an attorney-client relationship between you and any attorney at The Law Firm of Badeaux and Associates.

We welcome the receipt of electronic mail. However, The Law Firm of Badeaux and Associates will neither accept requests for legal advice nor offer specific legal advice over the internet. While electronic mail links permit you to contact our firm and our attorneys conveniently, internet e-mail is not secure. Accordingly, confidential information should not be sent via internet e-mail.

Additionally, please be advised that sending electronic mail to The Law Firm of Badeaux and Associates or a specific attorney does not create an attorney-client relationship. We will only consider entering into a representation agreement with a potential client after we consider potential conflicts of interest and review the scope of the representation requested by the potential client. Do not send detailed information to us until you speak with one of our lawyers and get authorization to do so.