Resources & FAQs

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Estate Planning Questionnaires

To help you prepare for your consultation, we’ve provided estate planning questionnaires for individuals and couples. These forms are optional but highly recommended, as they help organize important details about your assets, beneficiaries, and legal preferences before meeting with an attorney.

These forms are provided as a helpful starting point and do not create an attorney-client relationship. If you have any questions, we’ll go over everything in detail during your consultation.

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FAQs

Get answers to the most common questions about estate planning, trusts, Medicaid, and how we can help you prepare with confidence.

Do I really need as estate plan?

Yes. Estate planning ensures that your wishes are legally protected, prevents unnecessary legal battles, and provides financial security for your family. Without a proper plan, your assets may be distributed according to state law rather than your wishes.

What is the difference between a will and a trust?

A will is a legal document that outlines how your assets should be distributed after you pass away. A trust allows assets to be managed during lifetime and transferred outside of probate, potentially saving time and legal fees while providing greater privacy and control.

When should I update my estate plan?

You should review and update your estate plan whenever major life changes occur, such as marriage, divorce, the birth of a child, a financial shift, a medical crisis or the loss of a loved one. Even if nothing major has changed, we recommend reviewing your plan every three to five years to ensure it still aligns with your goals and current laws.

What is Medicaid planning, and why is it important?

Medicaid planning helps protect your assets while ensuring you or a loved one qualifies for long-term care benefits. Without proper planning, you may be required to spend down savings before receiving assistance.

How can I schedule a consultation?

We offer consultations to discuss your specific estate planning or elder law needs. Call us at 281-946-6004 or use our online scheduling tool.

Take The Next Step

Schedule a Consultation Today – Let’s discuss your legal needs and find the right solution for you. Call us at 281-946-6004 or click below to book an appointment online.