Testamentary Trust Archives – Bellaire Probate

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Trustees manage your money long-term. Picking one is easier when you know what they do.

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Everyone in California needs a living trust. Texas, not so much. Here, disability, not probate, drives the choice.

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Estate Planning

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Living trusts
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Funding of testamentary trusts

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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).

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.
I prefer not to say at this time.

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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Deadline

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

Are you married?

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What is your spouse's name?

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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)

No Trustee

No one is currently serving as trustee

If no one is serving as trustee currently, who was the last acting trustee?

No one has ever served as trustee

None. (No one has ever served as trustee)

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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Bellaire ProbateAttorneys at Law

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

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