Estate Planning Resources

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

How Do I Revoke a Will in Texas?

This article explains how Texas law allows a Will to be revoked through a later written document or a physical act, including limits on partially revoking typewritten Wills.

Who Manages an Estate After Someone Dies?

A personal representative, serving as an executor or administrator, manages probate assets, debts, taxes, and distributions after someone dies.

What is a Living Will in Texas?

This article explains how a Texas Living Will, or directive to physicians, works, including eligibility, witnessing, effectiveness, verbal directives, and revocation.

How to Access a Deceased Person’s Safe Deposit Box in Texas?

This article explains how Texas probate law allows certain people to access a deceased person’s safe deposit box with or without a court order and how designated documents must be delivered.

A Mother’s Love

The article explains how estate planning helps parents of young children choose guardians, manage inherited assets, control distributions, and pass down family values.

What is a Texas Medical Power of Attorney?

Explains how a Texas medical power of attorney lets an adult appoint a health care agent, when the agent may act, how to sign the document, and how to revoke it.

Does a Will Need to be Notarized in Texas?

Texas law does not require a Will to be notarized, but attested Wills must be signed by two credible witnesses, while holographic Wills must be entirely handwritten and signed.

Should I Disinherit My Special Needs Child to Protect His Benefits?

The article explains why disinheriting a child with special needs can create risks and how a Special Needs Trust may preserve Medicaid and SSI eligibility while holding an inheritance.

How Does Divorce Affect a Previous Will In Texas?

Texas law generally treats a former spouse as having predeceased the testator after divorce, annulment, or a declaration that the marriage was void, but updating the Will remains important.

What to Do With Your Estate Planning Documents After You Sign Them

After signing estate planning documents, store the originals securely, tell key people where they are, fund any revocable trust, review beneficiary designations, and revisit the plan periodically.

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