Texas Family Trust Plan
$399.00
This page describes a Texas trust plan for families.
A trust-based estate plan designed to help your family avoid probate in Texas.
Texas Family Trust Plan with a Revocable Living Trust, Pour-Over Will, and powers of attorney.
Built for Texans who want a more private and organized way to pass assets and protect their family.
What this plan does:
A revocable living trust can hold assets during life and pass them to your chosen beneficiaries without a court probate process when assets are properly titled in the trust.
This plan also includes a pour-over will as a safety net for assets that are left outside the trust.
If you fully fund the trust, assets can pass without probate.
If some assets are never moved into the trust, the included pour-over will directs those assets through probate as a backstop.
Included: Revocable Living Trust, Pour-Over Will, powers of attorney, guardianship declarations, and signing guidance.
Simple process: choose Single or Married, check out, answer the guided questions to customize your plan, then print and sign.
Attorney built, Texas specific.
TexanWillsandTrusts.com was created by Texas licensed estate planning attorneys Lorne C. Book and Austin B. Butts.
This page describes a Texas trust plan for families.
Everything You Need in a Texas Trust Plan
The Texas Family Trust Plan is a comprehensive trust-based estate plan built for Texas law. It includes a
Revocable Living Trust, a Pour-Over Will, and every Power of Attorney
document you need for financial and medical protection.
This plan is designed for families who want a more organized way to pass assets, protect loved ones, and reduce the risk of probate when assets are properly titled in the trust.
Just answer simple questions online. Your documents are created instantly, and you will receive video walkthroughs that show
exactly how to review and sign them correctly. If you want extra help, you can book a one hour virtual meeting with a Texas
attorney.
Not sure if this is the right estate plan for your family?
Answer a few quick questions and we’ll point you in the right direction.
What’s Included in Your Texas Trust Plan
Your estate plan includes the legal documents many families need to protect loved ones, avoid unnecessary probate issues, and keep decision making clear during life and after death.
Trust and Will Documents
Designed to avoid probate, manage assets, and simplify the transition of property and accounts.
Acts as a safety net for anything left outside your trust.
A simplified summary of your trust for banks, title companies, and other third parties.
Transfers personal property and digital rights into your trust.
Lets you handwrite specific gifts through your trust and update them anytime without a new purchase.
Step by step instructions for retitling assets and updating beneficiaries.
Learn how to fund a revocable living trust in Texas.
Transfer Texas real estate into your trust using this fillable deed. You will need the full legal description exactly as
shown on your current deed or title policy. If you prefer a professional to prepare and record it, we can connect you with
Book Law Firm.
Health and Financial Protection Documents
Names someone to manage your finances if you become incapacitated.
Appoints someone to make medical decisions if you cannot speak for yourself.
Allows your agents to access necessary medical records.
States your preferences for life sustaining treatment in terminal situations.
Legally names guardians for your minor children and yourself if needed.
Gives someone authority to carry out your burial or cremation wishes.
This plan includes a full set of core Texas estate planning documents with trust-based planning at the center.
How Personalized Is This Texas Trust Plan?
Every family is different. Your estate plan should reflect that. Our guided system personalizes your documents to match your wishes while following Texas law.
Your plan adapts automatically based on your answers. Whether you are single, married, or part of a blended family, the
structure updates to match your household. If you are married, this platform is designed for spouse-first planning that fits most families. If you are looking to leave some or all assets to someone other than your spouse, this platform is not the right fit.
You choose who receives your property, when they receive it, and how your plan should work for your children or other
beneficiaries. Everything is laid out clearly so you can make confident decisions without feeling overwhelmed.
What You Can Customize
Our guided design walks you through clear choices so your plan fits your family and follows Texas law. You stay in control of
each decision without needing legal vocabulary or long appointments.
Household Profile
Enter each spouse’s legal name and contact details. Add your Texas home address and county so your documents match your household information. If you own your home, you can add deed information later.
Children and Guardians
List each child by full name. Tell us who is under 18. Choose your preferred guardian and a backup. On screen explanations
help you decide.
Existing Trust
Already have a revocable trust? We can restate it under the same name and original date. This keeps account titles and
existing deeds intact while updating the legal language.
Beneficiaries and Shares
Name up to 20 beneficiaries. Assign percentage shares that total 100. Add alternates so someone else receives a share if a
beneficiary cannot inherit. For specific gifts, you will use a handwritten form included in your plan. This makes special
items easy to update anytime without needing to buy a new plan.
Young Beneficiaries
Choose the age when a young beneficiary receives their share. Many parents select 25.
If Someone Passes First
Choose how to handle predeceased beneficiaries. Many families select per stirpes, which passes that person’s share down to
their children.
Remote Contingencies
Name specific people or charities to inherit if all named beneficiaries and their descendants pass away.
Financial and Medical Decision Makers
Choose trusted people to step in if both spouses are incapacitated or have passed away. Add alternates for financial
authority and medical authority, with space for contact details so they can be reached quickly.
How the Process Works
Our guided questionnaire walks you through each decision using clear explanations and simple choices. Most families finish in less than thirty minutes.
After you purchase the plan, you answer simple questions about your family, your property, and your wishes. Built in help
menus and short videos explain how to choose the right people for key roles, including guardians, financial agents, and
medical agents.
If your plan includes real estate, we provide guidance on transferring your property into your trust. If you want a
professional to prepare and record the deed, we can connect you with Book Law Firm, or you can use your own attorney if you prefer.
When you are done, your documents are created instantly and emailed to you in a clean, organized packet. You also receive
clear signing instructions and a short video that shows exactly where to sign, so many families print and sign their
documents the same day they create them.
Simple, Secure, and Private
We only collect the information required to generate valid Texas estate planning documents. You will never be asked for
Social Security numbers, birth dates, account numbers, or citizenship status during the main planning process.
Your information is used only to create your documents within the Texan system.
This keeps the process easier to complete and avoids collecting unnecessary information.
Texas Trust Plan Review
Every plan comes with a pre recorded video walkthrough based on a representative sample family’s documents. These reviews explain the
purpose of each form, help you confirm that your names and roles are correct, and show you exactly where to sign.
This step helps you review your documents with confidence before you sign. You will understand what each page does,
why it matters, and how it fits into your full Texas estate plan.
If you want even more assurance, you can add a one hour virtual consultation with a Texas licensed attorney. During that
meeting, the attorney can review your goals, discuss your choices, and help confirm that your plan matches what you want to accomplish.
Watch: A sample walk through of how your documents are explained and reviewed.
Update Your Texas Trust Plan Anytime and Stay Protected
Your life changes, and your estate plan should change with it. Every Texan plan includes unlimited updates for the first
year.
After that, you can keep your plan current for just $49 per year. Cancel anytime.
Need to change beneficiaries, update guardians, or revise your trust? Log in and make your changes whenever you want. No
billing by the hour. No appointments. No delays.
How TexanWillsandTrusts.com Compares
Choosing the right estate planning service matters. Texans deserve documents built for Texas law, clear instructions that
make sense, and support that feels practical. Here is how the Texas Family Trust Plan compares with national providers and
traditional law firms.
| Feature | Texan Wills and Trusts | Other Online Providers | Traditional Law Firm |
|---|---|---|---|
| Built for Texas | ✅ Yes | ⚠️ Not built exclusively for Texas | ✅ Yes |
| Video review of documents | ✅ Included in every plan | ❌ Usually not included | ⚠️ Varies |
| Mobile friendly process | ✅ Yes | ✅ Usually yes | ❌ Usually no |
| Attorney consultation available | ✅ Optional add on | ⚠️ Varies by provider | ✅ Included |
| Total cost | $399 | $399 – $549 | $3,000+ |
Get Peace of Mind Without the Law Firm Price Tag
You can build a complete Texas specific trust-based estate plan in less than thirty minutes. Your documents are built for
Texas law, your signing instructions are clear, and your family gets a more organized plan for managing assets and decision making.
You can start your estate plan today and put clear instructions in place for the people you care about.
Note: Texan Wills and Trusts is a self guided, tech powered document platform. We are not a law firm.
If you want additional guidance, you can add a one hour virtual consultation with a licensed Texas attorney through
our partner law firm, Book Law Firm.
During this session, the attorney can review your goals, discuss your choices, and help identify whether a more customized plan may be appropriate.
This is legal information, not legal advice.
| Marital Status (one plan covers both spouses) | Single, Married |
|---|
