Texas Estate Planning & Will Documents

Posted over 4 years ago. Applies to Texas, 1 helpful vote

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What documents do I recommend?

I recommend that you read and decide if the following documents are right for you: 1. Statutory Durable Power of Attorney (beware -- very powerful!) 2. Medical Power of Attorney for Health Care with the Required Disclosure Statement 3. Statutory Advance Medical Directive (commonly known as a Living Will) also known as Directive to Physicians and Family 4. Declaration of Guardian in the Event of Later Incapacity or Need of Guardian 5. Appointment of Agent to Control Disposition of Remains 6. Texas Department of Health Standard Out-of-Hospital Do-No-Resuscitate Order 7. A Texas will -- probate in Texas is easy & expensive if you have a well written will (for example -- the executor must be "an independent executor to serve without bond".)

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Some more information on wills, etc.

Everyone over the age of 18 in Texas needs to have forms prepared and notarized. These documents should be reviewed every 5 years or whenever you have a life cycle event (like a baby born, marriage or death). Keep the forms where they can be located in an emergency -- such on your refrigerator in an envelope marked -- "emergency". Don't put them in a safety deposit box!

Additional Resources

I sell the basic estate planning forms. If you need a trust or other special document, then call me and I will refer you to someone that I know and trust. CAUTION: Beware of kits sold on-line or in bookstores! If they were not prepared by a Texas attorney, they might not meet Texas laws. Probate is a state issue and each state has different laws and requirements regarding a properly prepared legal document. Don’t try to save a couple of bucks and end up costing your heirs thousands of dollars!

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