How Personalized Is the Texas Family Trust Plan?

Every family is different, and your estate plan should reflect that. At TexanWillsandTrusts.com, we’ve built a secure, guided system that walks you through each step so your plan matches your wishes exactly, without the time or cost of a traditional law firm.

Our plans are built for Texas law and real Texas families. Whether you’re married, single, or part of a blended family, the system adapts to your structure. If you’re married, it automatically designs your plan to protect your surviving spouse first, as Texas community property law expects. If you’re looking to disinherit your spouse, this platform is not the right fit.

You decide who gets what and when they get it. During the planning process, you’ll lay out future distributions for your children or beneficiaries, including when those gifts are made after the surviving spouse passes away. Every detail is fully customizable.

What You Can Customize:

• Our guided design walks you through clear choices so your plan fits your family and Texas law. Here is what you set, step by step.

  Household profile
  Enter each spouse’s legal name, email, and phone. Add your Texas home address and county so your documents align with local requirements. If you own your home, you can add deed details later.

  Children and guardians
  List each child by full name, up to 10 per spouse. Tell us if any are under 18. Name your preferred guardian and a backup for minor children, with on-screen explanations to help you decide.

  Existing trust
  Already have a revocable trust? We can restate it under the same name and original date while replacing outdated provisions, which keeps account and title continuity.

  Beneficiaries and shares
  Create a custom distribution plan. Name up to 20 beneficiaries and assign percentage shares that total 100. Add alternates so someone else receives a share if a beneficiary cannot inherit.

  Young beneficiaries
  If a beneficiary is too young at the time of distribution, choose the age when they receive their share, for example 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
  If all named beneficiaries and their descendants pass away, name specific people or charities to receive your estate.

  Financial and medical decision-makers
  Name trusted people to step in if both spouses are incapacitated or have passed away. You will choose alternates for financial authority and medical authority, with space for contact details so your team can be reached quickly.

  Start the design now and finish in under 30 minutes. You will receive clear signing instructions and a video walkthrough that shows exactly where to sign. If you want a one-hour virtual review with a Texas-licensed attorney, add the optional upgrade at checkout.

Simple, Secure, and Private

We only ask for the information required by Texas law to generate valid documents. We never collect Social Security numbers, birth dates, account numbers, or citizenship status, even though our security systems are built to handle sensitive data. This keeps the process easy to complete and minimizes risk.