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Texas Estate Planning

Estate planning helps you prepare for the future of your assets and healthcare. Our attorney-drafted templates are quick and straightforward to fill out.

intro Estate Planning

What is Estate Planning?

Estate planning involves creating documents to manage your assets and healthcare decisions. These documents are essential for ensuring your wishes are honored. Explore subcategories to find the most relevant templates for your needs.

Common Texas Estate Planning documents

  • Last Will and Testament — outlines asset distribution after death.
  • Living Trust — allows for asset management during life and after death.
  • Living Will — specifies your healthcare preferences in case of incapacity.
  • Probate — process of validating a will and distributing assets.

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Similar documents: key differences

  • Will vs. Trust — A will distributes assets after death; a trust manages assets during life.
  • Power of Attorney vs. Healthcare Directive — Power of attorney handles financial decisions; healthcare directive focuses on medical choices.
  • Living Will vs. Healthcare Directive — Living will covers end-of-life preferences; healthcare directive may include broader medical instructions.
  • Durable Power of Attorney vs. General Power of Attorney — Durable remains effective during incapacity; general is active only when you are competent.

  • Proper signing and capacity are essential for all estate planning documents.

  • Many documents require notarization or witnesses for validity.

  • Wills and trusts must align with titles and beneficiary designations.

  • Update documents after major life changes, such as marriage or the birth of a child.

  • Select responsible parties carefully, and store originals securely.

  • Understand how related documents, like powers of attorney, work together.

  • Review documents regularly to ensure they reflect your current wishes.

How to get started

Start in minutes with these steps.

  • Find a template or package that fits your situation.
  • Review the description, preview, and signing requirements.
  • Get full access with a subscription.
  • Complete it in the online editor.
  • Export or send: download, email, USPS mail, notarize online, or send for e-signature (Premium).

Practical tip

It's helpful to review your estate plan regularly to ensure it remains current with your wishes.

FAQs

What is the purpose of estate planning?

Do I need a lawyer to create an estate plan?

What happens if I don’t have an estate plan?

Can I change my estate plan after it’s created?

Glossary

  • Will - a legal document outlining asset distribution after death.
  • Trust - an arrangement for managing assets during life and after death.
  • Power of Attorney - a document granting someone authority to act on your behalf.
  • Living Will - specifies healthcare preferences in case of incapacity.
  • Healthcare Directive - guides medical decisions when you cannot communicate.
  • Probate - the legal process of validating a will.
  • Executor - the person responsible for carrying out a will’s instructions.
  • Beneficiary - a person designated to receive assets from a will or trust.

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