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Social Security

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Leftover Wills

Dad’s old will doesn’t belong in a desk drawer. If probate isn’t necessary, file it for free with the county clerk.

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Social Security

You can start taking Social Security retirement benefits any time from 62 to 70. Everyone will want to start Medicare at 65.

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Estate Planning

Simple Wills
Complex Wills
Living trusts
Powers of attorney and medical directives
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Probate

Wills and letters testamentary
Heirship and letters of administration
Family settlement agreements
Funding of testamentary trusts

Trust Administration

Trustee resignation and succession
Trust amendments and modifications
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What is the approximate value of the assets, probate estate, or trust we'll be assisting you with? (Don't subtract debts or other liabilities. Do include trust assets, life insurance death benefits, and other nonprobate assets).

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$1,000,000 to $5,000,000
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Depending on the type of services needed, hourly fees will be $350 to $425 for associate attorneys, more 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

If probate, what is the Decedent’s name?* *

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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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When was the trust first funded?

I don’t know the exact date of trust formation.

I don’t know the exact date

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Russell W. Hall & Associates, P.C. - BellaireAttorneys at Law

6750 West Loop South, Suite 920, Bellaire, TX 77401| Phone 713.662.3853 | Fax 713.662.3854

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