P.O. Box 830190, Richardson TX 75083-0190
972-387-2904 E-Mail

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"

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)

       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)

       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: September 17, 2019