start bu 04-05-2026

Information Regarding the Executor / Administrator

Full Legal Name *

Email *

Phone Number * Format: (000) 000-0000

Address *

County *

Date of Birth *

Last 3 Digits of Social Security Number

Last 3 Digits of Driver's License

Has this person ever been convicted of a felony or been on probation? *

Yes No

Information Regarding the Decedent

Decedent's Full Legal Name *

Decedent's Date of Birth *

Decedent's Date of Death *

Place of Death (City) *

Place of Death (County) *

Decedent's Residence at Time of Death *

Last 3 Digits of Social Security Number

Last 3 Digits of Driver's License

Were any children born or adopted after the Will was executed? *

Yes No

Did the decedent ever receive Medicaid benefits? *

Yes No Unknown

Was the decedent divorced after the Will was executed? *

Yes No

Beneficiaries / Heirs

Depending on your case type, this section will collect information on beneficiaries (if there is a will) or heirs (if there is no will). The following information will be requested for each person:

Beneficiary / Heir Full Legal Name

Your Relationship to Decedent

Address (Street, City, State, Zip & County)

Phone Number

Email Address

□ Select a case type in Section 1 to activate this section and begin adding entries.

Beneficiaries Named in the Will

Note: Please list all beneficiaries named in the will. If you are unsure of someone's current address or contact information, enter what you have and note "unknown" where needed. Our attorney will guide you through any gaps during your consultation.

Enter each beneficiary named in the will and click Add Beneficiary. You can remove any entry before submitting.

Full Legal Name

Your Relationship to Decedent

Address (Street, City, State, Zip & County)

Heirs of the Estate

Note: When there is no will, Texas law requires identifying all heirs. Please follow this order:

Spouse — list the decedent's surviving spouse, if any.
Children — list all children (biological and adopted), if any.
If there is no spouse and no children — list the decedent's living parents, siblings, nieces, and nephews.

If you are unsure of someone's current address or contact information, enter what you have and note "unknown" where needed. Our attorney will guide you through any gaps during your consultation.

Enter each known heir and click Add Heir. You can remove any entry before submitting.

Full Legal Name

Your Relationship to Decedent

Address (Street, City, State, Zip & County)

Phone Number

Email Address

Assets of the Estate

Important — Probate Assets Only: This form collects probate assets — property that must pass through the court process. Please list only the following:

Home / Real Estate — only if there is no Transfer on Death Deed and no Lady Bird Deed on the property.
Financial Accounts — only accounts that have no named beneficiary. (The bank can confirm whether a beneficiary is on file.)
Personal Property — items with no title documents or beneficiary designations, such as household furnishings, jewelry, a baseball card collection, tools, artwork, etc. These can be grouped generically (e.g. "Household items," "Jewelry collection").
Vehicles — titled vehicles that have no transfer-on-death designation.

Do NOT list the following — these pass outside of probate and are not included:

Homes with a Transfer on Death Deed or Lady Bird Deed
Financial accounts that have a named beneficiary (the bank will tell you)
Titled vehicles with a transfer-on-death designation

We understand that some of this information may not be available right now — you may be locked out of accounts or simply not have all the details on hand. Just do your best with what you have, and we'll work through the details together later. Select a category below, fill in the details, and click Add Asset.

⚠️ Only include if there is no Transfer on Death Deed and no Lady Bird Deed on this property.

Estimated Value

Property Address

⚠️ Only include if there is no Transfer on Death Deed and no Lady Bird Deed on this property.

Estimated Value

Property Address

Property Type

⚠️ Only include accounts with no named beneficiary. The bank can confirm whether a beneficiary designation is on file.

Estimated Value

Account Type

Last 4 Digits of Account #

Financial Institution

Estimated Value

VIN

Make

Model

Year

Estimated Value

Description

This form will be sent directly to the Law Firm of Rick Villarreal.

□ Questions? Call 713-588-5914

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Case Information

Information Regarding the Executor / Administrator

Information Regarding the Decedent

Beneficiaries / Heirs

Beneficiaries Named in the Will

Heirs of the Estate

Assets of the Estate