Estate Planning 2 Form | Taylor Law

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Estate Planning Questionnare

Name*

Spouse's Name

Phone Number*

Email*

Items Needed

HCPOA

DPOA

Will

Lady Bird Deed

Who will be named executor of the will?

Primary*

Alternate

Who will be named Power of Attorney?

Primary*

Alternate

Who will be named Healthcare Power of Attorney?

Primary*

Alternate

Who will real property be left to? If that person were to predecease you, who would receive this property?*

Who will tangible property be left to? If that person were to predecease you, who would receive this property?*

Who will the residuary be left to? If that person were to predecease you, who would receive this property?*

Address of property for Lady Bird Deed

Property will be left to

Marital status of Grantee(s)

Additional comments or concerns

Which office would you like to work with?*

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