You have estate planning needs that are unique: you deserve to have an estate
plan tailored specifically for you and your situation. I look forward to the
opportunity to work with you in developing just such a plan. Whether your goals
are tax savings, proper estate distribution, or a combination of the two, I am
confident we will form a plan to meet your needs.
The questionnaire is needed in order to begin the process of establishing your
personalized estate plan. The questionnaire can be helpful for organizing your
thoughts about estate planning and for providing information to us about your
family and estate.
Completing it and sending it to us before our first meeting will help us have a
more focused meeting and will eliminate the need for a follow up meeting.
Please complete as much of the information as possible prior to your free
consultation, but do not be concerned if you have questions about some items.
We will have the opportunity to discuss all of your questions and concerns when
we meet.
When you have completed the questionnaire, please
fax it back to us at
(512) 275-3786
or
mail it to:
The Traub Law Office
7719 Wood Hollow Drive
Suite 200
Austin, TX 78731
After we have had time to review it, we will contact you to schedule an
appointment. Thank you in advance for allowing us to be a part of this most
important process.
Sincerely,
The Traub Law Office Please make sure you also read through our
estate planning booklet which covers important topics in estate
planning.
Please click on one of the links below to download our worksheets. The
worksheets are in Adobe PDF format and will require the free Adobe reader which
can be downloaded
here.
Individual Worksheet
Married Couple Worksheet