Estate Planning in Texas —
Protect Your Family & Business Legacy

$0

TX State Estate Tax

100%

Probate Avoidance (w/ Trust)

5

Core Documents

Free

Initial Consultation

Wills & Revocable Trusts

While Texas offers independent administration that can simplify probate, a revocable living trust is still the best way to keep your affairs private, avoid any court process, and protect blended families or assets in multiple states. Texas community property law adds another layer of planning to consider.

• ✓ Revocable Living Trusts
• ✓ Community Property Trusts
• ✓ Pour-Over Wills
• ✓ Business Succession Trusts

Powers of Attorney

Texas law provides strong protections for Durable Powers of Attorney. Without one, your spouse or adult children may have to petition the court to manage your affairs if you become incapacitated. A Healthcare Directive (living will) ensures your medical wishes are honored as well.

• ✓ Durable Financial POA
• ✓ Medical Power of Attorney
• ✓ Directive to Physicians (Living Will)
• ✓ HIPAA Authorization

Beneficiary & Insurance Reviews

In Texas, beneficiary designations on life insurance, IRAs, 401(k)s, and annuities pass outside your will or trust. An outdated beneficiary designation — like an ex-spouse — can override your entire estate plan. We audit every policy and account to close these gaps.

• ✓ Life Insurance Beneficiary Review
• ✓ IRA & 401(k) Coordination
• ✓ Annuity & Business Asset Review
• ✓ Community Property Classification

⭐ Community Property State

Texas is a community property state, meaning most assets acquired during marriage are jointly owned. This has significant implications for estate planning — especially for blended families, business owners, and spouses with separate property from before marriage. A properly drafted trust can protect both spouses and prevent unintended distributions.

🏢 Business Succession Planning

Texas has one of the largest small-business communities in the country. Without a clear succession plan, a business can be forced into probate or sold at a discount after the owner's death. We help Texas business owners create buyout agreements, family limited partnerships, and business succession trusts to keep the business in the family.

🔒 Trusts Still Beat Probate for Privacy

While Texas independent administration simplifies probate compared to other states, probate is still a public court process. A revocable living trust keeps your estate entirely out of court, protects your privacy, and speeds up the distribution of assets to your heirs — often reducing the process from months to weeks.