Step 1 of 2: Complexity screening

Should you use an online plan or work directly with a law firm?

First, we will screen for situations that may need individualized representation. If the self-guided platform fits, you will continue directly to the plan recommendation questions.

Texas-specificNot a national form library

Attorney-createdRecorded explanations included

Clear separationLegal advice is a separate engagement

Find the Right Way to Create Your Texas Estate Plan

Most Texas families can complete their estate plan online. Some situations benefit from working directly with a law firm. Answer two quick questions and we’ll point you in the right direction.

Is your estate worth more than $15 million?(Required)

Estates above this level often involve additional tax and planning considerations.

Yes

Does your situation involve any of the following? Check all that apply.(Required)

Some family or asset situations benefit from more customized planning.

You are concerned your spouse could remarry and leave assets to a new spouse instead of the beneficiaries you selected

You want to place complex conditions or restrictions on how someone inherits

You are married and want someone other than your spouse to receive money or real estate at your death, instead of your spouse (not just after your spouse passes away)

None of these

Texan Wills and Trusts is a document platform, not a law firm. Results provide general educational information and do not include individualized legal advice.

Should you use an online plan or work directly with a law firm?

Find the Right Way to Create Your Texas Estate Plan

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