Michael A. Koenecke, Attorney and Counselor

These are provided for clients, potential clients, and people in general. To download, right click on the description and choose "Save Target As" or "Save Link As".

Special Information for Corporate Clients

Per https://www.fincen.gov/boi, all entities created in the United States and their owners are now exempt from the requirement to report beneficial ownership information (BOI) to FinCEN. Foreign corporations still need to.

Estate Planning Information and Forms

Note: for all these fillable forms and questionnaires, you need to right-click and Save Target As... or 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 R.A.Q. (Rarely Asked Questions) (the Top Seven Misconceptions about estate planning)

       Should I use a Will for Estate Planning or a Trust? (pluses and minuses of using a trust for estate planning to avoid probate)

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

      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)

       Memorandum of Wishes (a form to suggest gifts and other wishes in addition to your will, that is specifically not a codicil)

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

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

Probate Information and Forms

       Death Has Occurred: Checklist and Information Sheets (a guide to dealing with the death of a loved one, the obituary, funeral, and internment)

       Checklist for the Executor/Administrator (a more detailed checklist about what to 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: April 4, 2025