Please note that the Firm is not accepting new clients or opening new matters at this time.

(512) 649-5010

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Home
Attorney Profiles
- Matthew “Match” Dawson
Practice Areas
Become a Client
Pricing
Contact

QUESTIONNAIRE

Financial appointments
1. Executor of Last Will and Testament: this person serves to, among other things, prove up your Will in probate court, take an inventory of assets, issue notice to creditors, cause your estate to be closed, and distribute property per the terms of your Will.

1. Executor of Last Will and Testament

Phone Number

2. Trustee

Phone Number

3. Financial Power of Attorney

Phone Number

4. Guardian of Estate

Phone Number

Medical appointments

5. Medical Power of Attorney

Phone Number

6. Agent for Healthcare Directive

Phone Number

7. HIPPA authorization

Phone Number

8. Guardian of Person

Phone Number

9. Agent for Disposition of Remains

Phone Number

Assets

Checking and Savings:

Retirement accounts:

Business ownership:

Auto:

Home:

Jewelry:

Life Insurance cash value:

Annuities:

Inheritance (outright):

Miscellaneous if significant value:

Do you have a pre-nuptial or post-nuptial agreement?

Yes No

If “Yes”, please explain:

Did you have any property of significant value prior to marriage?

Yes No

If “Yes”, please explain:

Are you a current or an expected beneficiary of a significant inheritance (from parents, grandparents, etc.)

Yes No

If “Yes”, please explain:

Do you own any business interest that is not also owned, in part, by your spouse?

Yes No

If “Yes”, please explain:

Do you intend to expand your current business?

Yes No

If “Yes”, please explain:

III. Specific Gifts. Please list items of specific property, if any, that you wish to be given to a specific person, entity, or charitable organization. For example, a family ring given to a favorite nephew or a painting given to your favorite charity:

IV. Excluded Persons. Please list any persons, if any, for whom you wish to expressly remove from receiving any beneficial interest in your assets:

V. Descendants. Please provide names and dates of birth of all children and grandchildren (if applicable):

Do any of your children have special needs requirements?

Yes No

VI. Personal Data. Please provide the following for each of you:

Full Name:

Date of Birth:

Primary Address:

Preferred Contact Number:

Email Address:

Emergency Contact and Phone Number (other than spouse):

Full Name:

Date of Birth:

Primary Address:

Preferred Contact Number:

Email Address:

Emergency Contact and Phone Number (other than spouse):

Free 30 minute consultation in which we will discuss your situation and assess your needs.
Click here to schedule your appointment

Book Appointment

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(512) 649-5010

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Bastrop Location
927 Main St.
Suite A
Bastrop, TX 78602
(Principal Office by Appointment Only)

QUESTIONNAIRE

Free 30 minute consultation in which we will discuss your situation and assess your needs.
Click here to schedule your appointment

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QUESTIONNAIRE

Free 30 minute consultation in which we will discuss your situation and assess your needs. Click here to schedule your appointment

Privacy Policy

Disclaimer

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Free 30 minute consultation in which we will discuss your situation and assess your needs.
Click here to schedule your appointment