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Sally Balch Hurme

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Checklist for Family Survivors

When someone dies, there’s homework. Here’s a great resource that doesn’t require a lawyer.

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Checklist for Family Caregivers

Caregiving is exhausting. Here are some of the best resources.

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Please select the services you’d like:

Estate Planning

Simple Wills
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Probate

Wills and letters testamentary
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Under $90,000
$90,000 to $1,000,000
$1,000,000 to $5,000,000
$5,000,000 to $10,000,000
Over $10,000,000
I'm not sure. I'll need your help to determine the value.
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Is anyone involved (you or a spouse, child, grandchild, or other family or any fiduciary, e.g., your executor) receiving needs-based governmental benefits, such as Medicaid or SSI? (Medicare is not a needs-based program). If so, list their names and relation to you.

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Needs-based governmental benefits

Is there a deadline we need to consider, such as upcoming travel, surgery, or a court date? If so, please explain.

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Depending on the type of services needed, hourly fees will be $425 for associate attorneys, and $575 for shareholders. Estate plans may be fixed fee, with simple will packages starting at $3,000 ($3,500 for married couples). Is this within your budget?

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Estate Planning

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Most spouses attend the initial interview together, and we prefer that, unless you want to keep your plan confidential. Will your spouse be attending?

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Probate

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What was the date of death?

Trusts

If trust administration, what is the name of the trust?

Who is the current trustee? (If more than one, name all corporate and individual trustees)

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Bellaire ProbateAttorneys at Law

6750 West Loop South, Suite 920, Bellaire, TX 77401| Phone 713.662.3853

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