Estate Planning & Probate
Planning for the future is one of the most prevalent areas where most people fail to plan and it cost them and their loved ones dearly
The Facts: Almost everyone needs a current will and estate plan in place. We provide Estate Planning and Probate Services to clients.
- Our Expertise Includes:
- Durable Power of Attorney
- Medical Power of Attorney
- Living Trusts
- Advanced Directives
- Trusts and Probate
If you have a will and it is more than three years old, then you need to consult with us to determine if you need to modify your estate plan.
What You Need to Know About Estate Planning & Probate
Most Common Question – “What is estate planning”?
Estate planning is designing a strategy to manage and control your assets during your life and ensuring that your wishes regarding your assets are carried out upon your death.
We call it “piece of mind and protecting your rights and loved ones”.
Each person’s estate plan will be influenced by a variety of factors including the following; age, health, marital status, orientation, wealth, family and intentions. People with limited assets and strong wishes regarding ultimate beneficiaries will have a different estate plan from someone with significant investments who wants to minimize any tax burdens and take care of their children.
Your estate plan can be customized and include designations of agents to make business or medical decisions for you if you are unable to make them for yourself, can may designate guardians for your children and can appoint a personal representative (an executor) to complete all your affairs upon your death.
Regardless of the size of your current estate, it is to your benefit (and to the benefit of your loved ones) to design an estate plan before the need arises. You can schedule a complimentary consultation with us today to determine your needs, goals and intentions for an estate plan and we will guide you. Once your needs and intentions are evaluated, we can prepare custom documents that may include a will, revocable or irrevocable trust, powers of attorney for medical and business decisions, advance directives (living wills), declaration of guardian for yourself and for minor children, designation of an agent to make memorial arrangements and organ donor designations.
Second Most Asked Question is “What Is Probate”?
Probate is a court proceeding to wind up the affairs of someone who is deceased. We are experts in Texas and throughout the US. Texas has one of the easiest probate systems in the country. There are restrictions regarding which process can be employed so the input of an attorney who is familiar with individual state’s probate is vital to achieving your intentions.
Each estate is different so circumstances will dictate which probate process is the right one for you. Schedule an appointment with us today to discuss the options for completing the affairs of a family member. We can file all necessary pleadings with the court to probate an estate and will guide the executor or administrator through the administration process in an expedited manner.
Texas probate law is different from the other 49 states. If you have moved to Texas and have a will or other estate planning documents created in another state, you should have it reviewed for compliance with Texas law. Call to schedule an appointment to review any existing documents.
Work with caring experts who have been in your shoes when it comes to estate planning and probate.