Estate Planning Forms For Our Clients

At Avera Law Firm, P.L.L.C., we want to make the estate planning process as smooth as possible for you and your family. For your convenience, below are our standard questionnaires you can use to get started.

Helping You Set Up Your Estate Plan In Texas

As you start thinking about establishing a will, trust and other estate planning documents, here are the next steps you should take:

  1. Schedule a free initial consultation with our attorney by sending us an email or calling us at 512-615-3578.
  2. During your consultation, tell us your goals and desires. Working together, we will help you decide which options are best suited for your situation and will best serve your needs and the needs of your family.
  3. Following our first meeting, download and complete the Information Worksheet, Client Questionnaire and the appropriate Estate Planning Questionnaire for your marital status.
  4. Email or drop off your completed forms. Our lawyer will review them and begin drafting your documents.
  5. Upon completion, you will have an opportunity to review your estate planning documents thoroughly with your lawyer before you sign them.

Do Not Wait Until It Is Too Late. Call Today To Start The Process.

It is never too early to establish an estate plan, but it may be too late for some people. Let us help you preserve your assets for future generations and put your mind at ease.

Contact us online or call our Austin office at 512-615-3578 to get started. Avera Law Firm, P.L.L.C., provides estate planning, probate, real estate and business law services to clients throughout Central Texas.