| Home | About Us | Contact Us | Online Registration & Questionnaire | Organization Login |
 

This page is on a secure server using SSL and all information is encrypted during transmission.

Will For One Person And Their Spouse Or Partner ($500)

Note: It is advisable that you print this entire form prior to actually filling in all fields so that you will have all of the information/documentation necessary to complete the form properly at one time.

Step 1.

Fill Out For First Person

A red asterisk (*) denotes a required field. All other input fields are very important, so complete as much as possible to insure the accuracy of the will preparation.

1.   (*) Your Full Name:  
2.   Your Spouse's/Partner's Full Name: (if you are leaving your estate to spouse)
3.   (*) Your Complete Address:  
4. Telephone Number(s):    
    Home:
    Cellular:
    Business:
    Fax:
    (*) Email:
5. Full Names of Children and Their Ages:  
  Name:   Age:
  Name:   Age:
  Name:   Age:
  Name:   Age:
6. Executor of your Estate (the person whom you wish to be in charge of the disposition of your Estate under terms of your Will:
  a. Spouse:   Yes   No
  b. Alternate Executor:            

IF YOU HAVE NO CHILDREN, DO NOT FILL OUT SEC. 7 AND 8, GO TO SEC. 9

7. Guardian of your minor children (in case of simultaneous death of you and your spouse or if your spouse predeceases you):
  Name and relationship:
 
   
  Alternate:
 
8. If a trust is needed for the benefit of any minor children, (under 18) please state: (A trust is recommended where you have assets that will go to minor children upon your death)
  Name relationship and address of Trustee (who may be the same person you appointed as Guardian; Trustee will administer the assets for the benefit of your children):
 
   
  Alternate:
 
   
  At what age do you want the children to receive the trust estate?
  18 years   21 years   other     other explanation
  Is the value of your total estate greater than $5,000,000?
  Yes   No

IF YOU DESIRE TO LEAVE YOUR ENTIRE ESTATE TO SOMEONE OTHER THAN YOUR SPOUSE, OR IF YOUR SPOUSE PREDECEASES YOU, OR IF YOU ARE NOT MARRIED AND HAVE NO CHILDREN, THEN COMPLETE THE FOLLOWING QUESTIONS:

9. Please list the name, relationship, and address of all persons who you wish to receive your Estate. Corresponding with that person, describe the property, percentage of the Estate or amount of money to be given to each person:  
  Person #1:  
   
     
  Property:  
   
     
  Person #2:  
   
     
  Property:  
   

NOTE: SOME ASSETS, SUCH AS LIFE INSURANCE, RETIREMENT BENEFITS, BANK ACCOUNTS ETC. MAY PASS TO A NAMED BENEFICIARY AND NOT BY YOUR WILL. CALL THE ATTORNEY IF YOU HAVE SPECIFIC QUESTIONS.

 

Fill Out For Spouse Or Partner

A red asterisk (*) denotes a required field. All other input fields are very important, so complete as much as possible to insure the accuracy of the will preparation.

1.   (*) Your Full Name:  
2.   Your Spouse's/Partner's Full Name: (if you are leaving your estate to spouse)
3.   (*) Your Complete Address:  
4. Telephone Number(s):    
    Home:
    Cellular:
    Business:
    Fax:
    (*) Email:
5. Full Names of Children and Their Ages:  
  Name:   Age:
  Name:   Age:
  Name:   Age:
  Name:   Age:
6. Executor of your Estate (the person whom you wish to be in charge of the disposition of your Estate under terms of your Will:
  a. Spouse:   Yes   No
  b. Alternate Executor/Executrix:            

IF YOU HAVE NO CHILDREN, DO NOT FILL OUT SEC. 7 AND 8, GO TO SEC. 9

7. Guardian of your minor children (in case of simultaneous death of you and your spouse or if your spouse predeceases you):
  Name and relationship:
 
   
  Alternate:
 
8. If a trust is needed for the benefit of any minor children, (under 18) please state: (A trust is recommended where you have assets that will go to minor children upon your death)
  Name relationship and address of Trustee (who may be the same person you appointed as Guardian; Trustee will administer the assets for the benefit of your children):
 
   
  Alternate:
 
   
  At what age do you want the children to receive the trust estate?
  18 years   21 years   other     other explanation

IF YOU DESIRE TO LEAVE YOUR ENTIRE ESTATE TO SOMEONE OTHER THAN YOUR SPOUSE, OR IF YOUR SPOUSE PREDECEASES YOU, OR IF YOU ARE NOT MARRIED AND HAVE NO CHILDREN, THEN COMPLETE THE FOLLOWING QUESTIONS:

9. Please list the name, relationship, and address of all persons who you wish to receive your Estate. Corresponding with that person, describe the property, percentage of the Estate or amount of money to be given to each person:  
  Person #1:  
   
     
  Property:  
   
     
  Person #2:  
   
     
  Property:  
   

NOTE: SOME ASSETS, SUCH AS LIFE INSURANCE, RETIREMENT BENEFITS, BANK ACCOUNTS ETC. MAY PASS TO A NAMED BENEFICIARY AND NOT BY YOUR WILL. CALL THE ATTORNEY IF YOU HAVE SPECIFIC QUESTIONS.

PAYMENT:
- Simple will and powers of attorney for $500 for a person and their spouse or partner.

 

^ TOP ^


Principal Office
Lyon, Gorsky & Gilbert L.L.P.
CBS Tower 12001 N. Central Expressway, Suite 650
Dallas, Texas 75243
214.965.0090 or Toll Free 888.711.2583
Fax: 214.965.0097

A Partnership Including A Professional Corporation