The information furnished in the Texas Estate Planning questionnaire helps in recommending an appropriate estate plan to the party interested in purchasing an estate in Texas. The answers given by the party helps the client in understanding their needs. It is recommended to go through the questionnaire and try to answer all the questions to give a clear understanding about the kind of estate you require.
Sample Texas Estate Planning Questionnaire
Name of the Participant: _____________________
Date of Birth: ____/____/____
Address: ____________ City: ___________ State: ___________ PIN: _____________
Phone Number: ______________
Email Address: _____________________
We have heard that you are planning to purchase an estate in Texas. Is this true?
What kind of estate are you planning to buy?
Any special reason for choosing to purchase an estate in Texas?
If the answer to the above mentioned question is ‘Yes’ then please state the reason for the same.
Is the estate to be used for commercial purpose?
- Is the estate to be purchased for personal use?
- What budget have you planned for the estate?
- Would you like to purchase a ready to move in estate or purchase land and build the property on your own?
- Would you like to purchase an already built estate and refurnish it?
- If ‘Yes’ then please specify as to how much you are willing to spend on refurnishing?
- By when are you planning to finalize the deal?
Short Estate Planning Questionnaire
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