Will Questionarre

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.

________________________________________________________________________________________________________________________________________________________________________________________