Will Information Worksheet and Videos

To get started with the process of getting your Will prepared, you and/or your spouse will need to complete a Will Information Worksheet.

You can find a link to MS Word versions of that document below the introductory video.

Watch the video below before you get started working on your Will Information Worksheet.

Getting a Will in Texas and an Introduction to Our Process

Will Information Worksheets

The Will Information Worksheet is the document that you will use to provide the information we'll need to complete your estate planning documents. There is a version of it for couples and one for individuals. Couples should complete one Will Information Worksheet together.

The Will Information Worksheet is divided into sections and we've prepared video guides for each section. Those videos are listed below and there are also links inside the worksheets directly to the appropriate video for each section.

Part 1 Personal Data

Part 2 Your Distribution Plan

Part 3 Your Designees

Part 4 Assets

Part 5 Your Advisors

When You've Finished

 

Send Us Your Completed Will Information Worksheet

Once you've completed your Will Information Worksheet, you can email it to
graydon@truslerlegal.com. If you're not comfortable emailing your completed worksheet, you can use the secure upload form below to transmit your document to us safely and privately.

Secure Upload Form

Use this form to upload your completed Will Information Worksheets directly to us.

Have a Question?

You can use the form below to send us a message or ask a question. The message will go directly to one of our paralegals.