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

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Find the Right Way to Create Your Texas Estate Plan

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