Estate Planning Form

Estate Planning Form

Bertsch & Boze Elder Law, PC.

Estate Planning Questionnaire (for a single person or a couple)

If yes, please provide info for your Spouse below:

(If none, skip to the next section. If more than five children contine on another sheet)

Besides spouse and children, who are other trusted people in your life that you may want to make important decisions for you if you were unable to make them for yourself?  If you do not have or cannot think of anyone, DON't WORRY, just leave blank.

A Supplemental Needs Trust is for someone with a disability, receiving SSI, Medicaid or other government benefits. This trust allows them to receive money or property without losing their eligibility for these benefits.

Are there any person(s) in your life that you specifically DO NOT want handeling important decisions for you?

In order for the attorney to fully evaluate your situation and give you the best possible advice, we ask thet you comlete (in general tems) the Financial Asset Worksheeet below, keeping in mind that all information you provide to us is always held in the strictest confidence and never shared without your consent.

Real Estate

Banking

Vehicles

Investments

Retirement/IRAs

Life Insurance Policies

If you have out of state assets specifically real estate, mineral rights, etc., be sure to bring them to attorney's attention during your meeting.

Years ago, Carol helped us create the proper documents for my mom, including her Will, Power of Attorney, Advanced Directive, and a Ladybird Deed for some property Mom owned in another county. When Mom passed away in February, we sought Carol's aid again in probating Mom's will. Brennen Boze and Michelle Higbee were the teams that were assigned to our case. Both of them exceeded our expectations!!

The probate process can be challenging to comprehend, and they explained everything in an easy-to-understand manner. They were also quick to answer any of our questions or concerns. We hope to finalize all of the details on Mom's estate within the next couple of weeks, and we're very thankful that everything is for a smooth closing of Mom's estate and distribution of the estate funds according to her wishes. I highly recommend Carol and her team. They are definitely legal experts in assisting seniors and their families.

- Debbie W.

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Bertsch & Boze Elder Law, PC.

Located in San Antonio, Texas, Bertsch & Boze Elder Law, PC specializes in long-term care planning and estate planning. Inquiries replied to within 24 hours. Call today.

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