Helpful Guides & Checklists

Estate Planning

Family Information Organizer

A fill-in workbook recording where your documents, accounts and wishes are kept, for your family

The Estate Planning Pyramid

The five levels of an estate plan, and why each one rests on the one beneath it

Revocable Living Trust vs. Will

How a will and a revocable trust compare during your lifetime and at death in Texas

What Situations Do Your Documents Cover?

Which estate planning document takes effect in which situation, from healthy through incapacity to death

The Estate Planning Process

What happens from your first conversation with us to the day you sign, step by step

Texas Executor’s Checklist

A step-by-step guide to administering a Texas estate under the Texas Estates Code

Before Probate: What to Do When a Loved One Passes

A practical guide for families navigating the days and weeks following a death

The Texas Probate Process

Estimated Timeline for an Uncontested Estate with a Valid Will