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Title Insurance & Closing Services
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Events
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CASA of Tarrant County Hero Run and Sponsor

CASA of Tarrant County Hero Run and Sponsor

October 26, 2021

Event Media

We don’t just practice law. We provide strategic guidance that anticipates risk, prevents delays, and supports the growth of everything you’re building.

(972) 786-6888

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info@bhojanilaw.com

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6301 Campus Circle Drive East
Suite 100
Irving, Texas 75063

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Estate Planning Questionnaire

Please provide the following information to help us understand your estate planning needs and goals.

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Spouse's Full Name(Required)

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Current Address

Street Address Address Line 2 City State ZIP Code

List All Children

What are your top goals for doing estate planning? (Check all that apply.)(Required)

Avoiding estate taxes

Avoiding probate

Business succession planning

Asset protection

Protecting special needs beneficiaries

Maintaining family values

Appoint caregivers and successors

Keep assets with the family

Other:

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What are the values you hold dear in your family that you’d like to pass down to your children? (Check all that apply.)

Avoiding intoxicants (i.e., drugs)

Marriage

Starting a business

Higher education

Charitable giving

Community/religious service

Financial independence/hard work

Other

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Real estate value (your home and investment properties)(Required)

Businesses (fair market value)(Required)

Life insurance payout amount(Required)

Financial assets value (cash, stocks, retirement accounts, etc.)(Required)

Miscellaneous assets (fair market value)(Required)

Total estimated net worth (assets minus liabilities)(Required)