A clear path from purchase to protection
How the Texas Family Trust Plan works
Purchase securely
Choose Single or Married and English or Spanish. Your account is connected to your plan.
Complete the guided questionnaire
Answer the questions in about 30 minutes. Your progress saves automatically, and you can return from any phone or computer.
Review, sign, and fund
Review your documents, follow the signing instructions, and use the included funding guide to connect your assets to the trust.
More than a stack of forms
One coordinated plan for your family, property, and decision-makers
Help your family avoid probate
Assets properly transferred to the trust may pass outside the probate process, with the included funding guide showing you the next steps.
Plan for incapacity
Name the people who can manage financial and medical decisions if you cannot act for yourself.
Protect children and beneficiaries
Name guardians and use continuing trust protections instead of requiring an inheritance to be distributed outright.
Built specifically for Texas
Use a Texas-focused system instead of starting with a generic national form and trying to determine what applies here.
Everything included
Your complete Texas trust-based document set
Trust and transfer documents
Revocable Living Trust, Certificate of Trust, Assignment of Personal Property and Digital Assets, funding guide, and deed template.
Will and guardian documents
Pour-Over Will, Declaration of Guardian for Minor Children, and Declaration of Guardian in the Event of Later Incapacity.
Financial and medical documents
Durable Power of Attorney, Medical Power of Attorney, HIPAA Authorization, Directive to Physicians, and Disposition of Remains.
Built-in beneficiary protections
Lifetime protection trust options for children and standby supplemental-needs provisions for a beneficiary who may rely on means-tested benefits.
See important details about special-needs provisions
The plan can hold an inheritance in a discretionary trust share rather than requiring an outright distribution to a beneficiary who receives or may need means-tested government benefits. Because eligibility rules and individual circumstances vary, separate legal advice may be appropriate for individualized benefits planning.
Why an attorney-created plan can cost $399
Traditional legal fees largely pay for individualized attorney time. Texan delivers attorney-created Texas documents and recorded educational explanations through a structured online system. That allows one flat household price without making an attorney meeting a required part of the process.
Individualized legal advice and document review are available separately through Book Law Firm.
Is the self-guided plan right for your family?
Designed for many Texas families
- Texas residents who want a revocable trust-based plan
- Single people or married couples
- Parents who need guardian and protected-inheritance provisions
- People comfortable following recorded explanations and written instructions
Consider separate legal advice when needed
- You want recommendations based on your individual facts
- You need advanced tax, business-succession, or asset-protection planning
- Your family or ownership situation is disputed or unusually complex
- You need advice about public-benefit eligibility or another specialized issue
Common questions
What families want to know before starting
Will this keep my estate out of probate?
A properly signed trust can help assets pass outside probate when those assets are properly transferred to or governed by the trust. The plan includes a funding guide because creating the trust and funding it are separate steps.
Do married couples pay twice?
No. One $399 purchase covers the plan for both spouses.
Do I have to finish in one sitting?
No. Your questionnaire progress saves automatically. You can purchase on your phone and continue later from your account on a phone or computer.
What information will I need?
Mostly names, contact information, relationships, and the people you want in important roles. We do not ask for Social Security numbers, account numbers, account balances, tax returns, medical records, or passwords.
What happens immediately after purchase?
You receive access to the questionnaire connected to your account. After you complete it, you review the documents and use the included instructions to sign and fund the plan.
What if I want individualized legal advice?
The $399 purchase includes self-guided documents and recorded general information. A separate consultation or review engagement is available through Book Law Firm if you want individualized advice.
How does the 7-day guarantee work?
If you decide the plan is not right for you within seven days of purchase, you can request a refund. One year of plan updates is also included.
Start your Texas Family Trust Plan today
$399 total. One purchase can cover both spouses. Purchase securely now and complete the questionnaire later from any phone or computer.
Start My Texas Plan – $399
7-day satisfaction guarantee | Secure checkout | One year of updates included
Texan Wills and Trusts is not a law firm. Purchase includes self-guided documents and recorded general information, not individualized legal advice. Optional legal services are available separately through Book Law Firm.