How to Safely Create a Trust Online in Texas

Yes, you can create a trust online in Texas. However, the trust must include specific provisions to comply with both the Texas Property Code and the Texas Tax Code to ensure it is a valid and qualifying trust. Using a generic trust form that is not tailored for Texas could lead to significant issues with property tax exemptions and asset protection.

Why Texas Provisions Matter When You Create a Trust Online

A generic online trust might not account for Texas-specific requirements, which can impact your ability to benefit from local property tax exemptions and the protections Texas law offers for certain assets. Trusts created without these provisions may leave your estate vulnerable to costly mistakes, both in the short and long term.

Avoiding Probate with a Trust

Creating a trust isn’t enough by itself to avoid probate. For a trust to work as intended, it must be funded with assets. This means you must transfer ownership of your assets, such as real estate, bank accounts, and other property, into the trust. Without proper funding, your trust may not achieve the goal of keeping your estate out of probate.

What if You Aren’t Ready to Fund a Trust?

If you’re not ready to transfer assets into your trust right away, an estate plan from Texan Wills and Trusts can still function like a will-based plan. After probate, your executor will have the authority to move assets into the trust. While this process can take more time and may be more costly, it ensures that your wishes are honored even if your trust isn’t fully funded at the time of your passing.

How Texan Helps You Create a Trust Online

At TexanWillsandTrusts.com, we provide detailed written and video instructions to help you align your assets with your trust. This process ensures that everything is properly transferred to avoid probate. If you own real estate in Texas, we refer you to a licensed Texas attorney who can prepare a deed for each property to ensure the transfer is valid and complies with state law.

Conclusion

Creating a trust online is convenient and effective, but only if it’s tailored to Texas law. Texan Wills and Trusts ensures that your trust meets all legal requirements, and we provide guidance to help you fund it correctly, protecting your assets and keeping your estate out of probate.