The Caton Law Firm PLLC
206 S. Tennessee, PO Box 387 McKinney, TX 75070 - Phone.972.562.0777 - Fax.972.562.0780

Office Forms That May Be Helpful

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Burial Instructions (pdf)
This form also includes other info the family will need to know.

Elder Law Planning Questionnaire (pdf)
Precise info on assets and income is necessary for planning.

Estate Planning Client Information Package (pdf)

Simple Will Information Sheet for a Blended Family (pdf)

Simple Will Information Sheet for a Traditional Couple (pdf)

Simple Will Information Sheet for One Person (pdf)

Life Insurance Information Sheet (pdf)
Life Insurance Documentation Form.

Notice of Right of Withdrawal for Gifts to Trusts (pdf)
You have the right to fully withdraw the gift to the extent set forth by delivering written notice to the Trustee of your desire to exercise the right of withdrawal within thirty days of this Notice.