EXHIBIT A

FINANCIAL STATEMENT

 

                                                                   Designated

Assets                                                          Beneficiary            How Titled     Approximate Value
                                                                   
(if any)

 

Your Home

 

Other Real Estate

 

Oil, gas and other mineral interests

 

Stocks, bonds, mutual funds and other investments

(“after-tax”)

 

Cash, CDs, money market accounts

 

Automobiles and other vehicles

 

Valuable colleetions/collectibles/heirlooms

 

Other household furnishings and personal effects

sharing plans, pension plans, IRAs, etc. (“pre-tax”)

 

Life insurance (identify insured and show both death

 

Closely held business interests (describe)

 

Other miscellaneous assets (describe)

 

 

Total Assets

 

 

 

                                                Liabilities (Debts)                                         Current Balance

 

Mortgage on home

 

Other real estate mortgages

 

Personal debt (credit cards, car notes, etc.)

 

Accrued taxes

 

Other debts

 

 

Total Liabilities

 

 

Net worth for estate planning purposes (Total Assets minus Total Liabilities)________________________

 

 

 

EXHIBIT B

FAMILY AND PERSONAL INFORMATION

 

General Personal information.

 

                                      Husband                                    Wife

                  

Full legal name:                ________________________          ________________________

Alias names, if any:           ________________________          ________________________

Preferred name:               ________________________          ________________________

 

Home Address:                 Street:                            ____________________________________

                                      City:                               ____________________________________

                                      County:                           ____________________________________

                                      State, Zip Code:               ____________________________________

                                      Phone:                            ____________________________________

                                      Home FAX:                       ____________________________________

                                      Home e-mail address:       ____________________________________

 

Birthdate (& age):            _______________________           ________________________

Soc. Sec. No.:                  _______________________           ________________________

Citizenship:                     _______________________           ________________________

Date of marriage:             _______________________           ________________________

How long have you

lived in Texas?                 _______________________           ________________________

  

Occupation:                     _______________________           ________________________

Employer:                        _______________________           ________________________

Bus. address:                    _______________________           ________________________

Bus. Phone:                      _______________________           ________________________

Bus. FAX:                         _______________________           ________________________

Bus. e-mail address:          _______________________           ________________________

 

Children.

 

Does either of you have any children, natural or adpted? ______ (Y/N)

If so, please list them below.  For each child, please indicate: (i) the child’s name (if the child has a preferred name, please put it in parenthesis after the legal name) and occupation; (ii) Gender (male or female); (iii) date of birth; (iv) whether the child is the husband’s only (H), the wife’s only (W), or a child of both (B); and (v) the child’s approximate net worth. If any child is adopted by either of you, please indicate. If any child is deceased, please include him or her and indicate the date of death.

 

Name & occupation                              M/F    Birthdate           H/W/B    Net worth

 

_________________________________     ____   _____________    ______    ____________

_________________________________     ____   _____________    ______    ____________

_________________________________     ____   _____________    ______    ____________

_________________________________     ____   _____________    ______    ____________

_________________________________     ____   _____________    ______    ____________

 

*Note: For each child who does not live at home with you, please mark an “X” or make a check mark in front of that child’s name and list that child’s name on the back of this page (or on a separate page), along with his or her complete address (including street, city, county, state, and ZIP code if possible), and phone number.

 

Are additional children in the future (including adopted children) even remotely possible? ______ (Y/N)

 

 

Other Family Members and Friends Involved in Your Estate Plan.

 

If either of your parents is living and jf they might be involved in your estate plan, please list them below. Additionally, please list any brothers, sisters, or other relatives or friends who might be involved in your estate plan (as executor or trustee, as guardian for your minor children, as a recipient of any specific gift, as a beneficiary of a trust, etc.). Be sure to include their complete name, age and occupation. When listing addresses, include city, county, state, and ZIP code if possible.

 

Name/Age/Occupation                         Relationship*                    Address and phone no.

 

_______________________________        ________________             ____________________________

_______________________________                                              ____________________________

                                                                                                ____________________________

_______________________________        ________________             ____________________________

_______________________________                                               ____________________________

                                                                                                ____________________________

_______________________________        ________________             ____________________________

_______________________________                                              ____________________________

                                                                                                ____________________________

_______________________________        ________________             ____________________________

_______________________________                                              ____________________________

                                                                                                ____________________________

 

*For “Relationship”, specify, e.g., “husband’s mother”, “wife’s brother”, “wife’s friend”, “our friend”, etc.

 

Other Advisors.

 

If you have another attorney, or a CPA, insurance agent, financial planner, stock broker, or other professional advisor, and i/they might be involved in your estate plan, or if you think we may need to discuss aspects of your estate plan with them, please list them below.

 

 

 

Name/Company                                   Profession              Address and phone no.

 

________________________________      _____________        ____________________________________

________________________________                                   ____________________________________

                                                                                      ____________________________________

 

________________________________      _____________        ____________________________________

________________________________                                   ____________________________________

                                                                                      ____________________________________

 

________________________________      _____________        ____________________________________

________________________________                                   ____________________________________

                                                                                      ____________________________________

 

 

 

Describe how you would like your property divided.

 

________________________________________________________________________________________________________________________________________________________________________________________

________________________________________________________________________________________________________________________________________________________________________________________

________________________________________________________________________________________________________________________________________________________________________________________

________________________________________________________________________________________________________________________________________________________________________________________

________________________________________________________________________________________________________________________________________________________________________________________

________________________________________________________________________________________________________________________________________________________________________________________

________________________________________________________________________________________________________________________________________________________________________________________

________________________________________________________________________________________________________________________________________________________________________________________