Michael A. Koenecke, Attorney and Counselor

These are files provided for clients and potential clients. To download any of these, right click on the description and choose "Save Target As" or "Save Link As".
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For My Clients and Prospective Clients

Estate Planning Forms

Note: for all these fillable forms and questionnaires, you need to right-click and Save Link As.. to your own computer, then open them in Adobe Acrobat. If you just click on them, they will open in your Web browser, and any changes you make will not be saved.

      Estate Planning Information Fill-In Form

      Estate Planning Information Fill-In Form - BASIC

       Estate Planning Documents and Procedures (a description of documents involved, extra forms, and the signing process)

       Estate Planning Checklist (a general list of things to think about in planning your estate)

       Funeral and Memorial Instructions (a form to indicate your wishes to your loved ones)

       Estate Organizer (a form to give some guidance and information to your loved ones)

Probate Forms

       Checklist for the Executor/Administrator (what do do BEFORE probate, after a loved one dies)

       Heirship Information Questionnaire (a very comprehensive one; please feel free to skip over sections that do not apply to your case)

       Probate Information Questionnaire (as above; please feel free to skip over sections that do not apply to your case)

       Inventory Information Questionnaire (form to enter information for the Inventory due 90 days after probate)

       Map to Dallas County Probate Courts

       Map to Collin County Probate Court

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and, unless otherwise noted, is licensed under a
Creative Commons License.

Last updated: March 5, 2022