Estate Planning Resources

Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.

Who Can Serve as Executor in North Carolina?

This article explains an executor’s duties, North Carolina’s eligibility and disqualification rules, and who may administer an estate when someone dies without a Will.

Texas Intestacy FAQs

This article answers common questions about Texas intestacy, including inheritance rights, spouses, common-law marriage, minor-child guardianship, and avoiding intestacy with a Will.

Who Makes Medical Decisions if there is no Health Care Power of Attorney in North Carolina?

North Carolina law establishes a priority order for medical decisions when a person lacks capacity and has no valid Health Care Power of Attorney, but an HCPOA allows that person to choose a trusted health

The Problem with LegalZoom (And Other Do-It-Yourself Estate Planning Solutions)

The article examines LegalZoom’s outdated Texas estate-planning information, including errors about oral wills and pet trusts, and explains the risks of using DIY documents without attorney advice.

What is a Letter of Intent for Child With Special Needs

This article explains how a Letter of Intent helps future caregivers understand a child with special needs, including medical care, routines, preferences, and long-term support plans.

An Online Letter of Intent

The article explains how a traditional or online Letter of Intent can help parents of children with special needs organize essential care information for future caregivers.

What Happens If You Die Without a Will in NC

This article explains who inherits probate and non-probate property in North Carolina when someone dies without a Will, including the rights of spouses, children, parents, and other relatives.

Can I Create an Asset Protection Trust for Myself in Texas?

Texas generally does not allow a person to use a self-settled trust to protect assets from their own creditors, although narrow statutory provisions may affect specific trust structures.

Texas Small Estate Affidavit: Eligibility, Filing Process & Requirements

Explains when heirs may use a Texas Small Estate Affidavit instead of formal probate, including the estate-value limit, required information, exempt property, and filing process.

What are the Requirements of a Valid Will in North Carolina?

This article explains North Carolina's requirements for valid holographic, attested, and oral Wills, including sound mind, notarization, self-proving affidavits, and the consequences of an invalid Will.

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