4/28/2024 0 Comments Estate planning checklist texas![]() Then, the probate judge will admit the will into probate which gives it the appropriate legal authority. An attorney must be hired, and testimony must be given regarding the contents of the will in question. Even before a will has any legal authority, it must be delivered to the probate court to be validated.This means that if that person is incapacitated in any way by illness or injury, then a will is not able to move forward with any desired proceedings. Under the law, a will only has legal authority after the person’s death.If you want to construct a comprehensive estate plan, your last will and testament is only one part of it (contrary to popular belief)! If a person dies without an official will, the state laws determine that they have died “intestate,” which results in Texas statutes having the final say on the distribution of the person’s assets. Health Care Documents (or Advance Directives).Trusts: Revocable Living Trusts, Irrevocable Trusts, Testamentary Trusts, Special Needs Trusts, etc.Our services provide a comprehensive preparation process and all the guidance you’ll need to help you with your estate planning. ![]() Contact us today!īelow is a checklist of documents you will need on your estate planning journey. At Robbins Estate Law you can attain all the help you need in order to draft the perfect estate plan. With such an arduous process, you don’t need to go through estate planning all on your own. Therefore, a properly drafted, thorough estate plan will replace the intestacy statutes from the state of Texas with your own custom requirements and sanctions. ![]() This is why Estate Planning is important! Although the statutes may seem reassuring to some, to others it can be concerning if the statutes automatically put in place are not ideal for certain familial situations. In general, most new clients assert they do not have a prepared estate plan, but are surprised to learn that there is one in place for them regardless if no planning is done manually by the persons affected, the estate in question will be distributed after death according to laws of intestacy instituted by the government of Texas. Wills, trusts, forms, and other official materials are vital in achieving a properly established estate plan. Of the many courses of action involved in the process of estate planning, there are several documentation types that need to be addressed throughout. Frequently Asked Estate Planning Questions.
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