Focused Practice Areas
We specialize in core estate planning documents designed to avoid probate, protect your family, and ensure your wishes are honored.
Revocable Living Trusts
The Foundation of Modern Estate Planning
A revocable living trust is the cornerstone of an effective estate plan. Unlike a will, it allows you to maintain complete control of your assets during your lifetime while ensuring a seamless, private transfer to your beneficiaries after death—without the need for probate court.
Key Benefits
- Helps your family avoid probate in most circumstances, reducing administrative burden, time, and cost
- Maintain privacy (trusts are not public record)
- Retain full control during your lifetime
- Smooth succession if you become incapacitated
- Flexible—can be amended or revoked at any time
Ideal For
Texans who own real estate or prefer a private, streamlined estate process.
Pour-Over Wills
The Safety Net for Your Trust
A pour-over will works in tandem with your living trust. It acts as a backstop, directing any assets that were not transferred into your trust during your lifetime to "pour over" into the trust upon your death. It also allows you to designate guardians for minor children.
Key Benefits
- Names guardians for minor children
- Captures forgotten or newly acquired assets
- Ensures all assets flow into your trust
- A straightforward document designed to complement your trust
Ideal For
Anyone with a living trust, especially parents of minor children.
Incapacity Planning
Protecting You When You Cannot Speak for Yourself
Incapacity planning documents allow someone you trust to make financial and medical decisions on your behalf if you become unable to do so. This helps avoid the need for a court-appointed guardianship and ensures your wishes are respected.
Includes:
- Financial Power of Attorney
- Medical Power of Attorney
- HIPAA Release
- Directive to Physicians (Living Will)
Key Benefits
- Appoint trusted agents for financial and medical decisions
- Helps avoid the need for a court-appointed guardianship
- Specify your healthcare preferences
- Grant access to medical records (HIPAA authorization)
Ideal For
Everyone age 18 and older. Incapacity planning is not just for the elderly.
Texas Real Estate Deeds
Transferring Property Into Your Trust
Once your trust is created, your Texas real estate must be formally transferred into the trust through a properly prepared and recorded deed. We prepare and record Warranty Deeds or Deeds Without Warranty to ensure your property is correctly titled in the name of your trust. For clients who prefer to retain certain lifetime rights while avoiding probate on specific properties, we also offer Enhanced Life Estate Deeds (Lady Bird Deeds) where appropriate.
Key Benefits
- Ensures property avoids probate
- Maintains homestead protections
- Simple transfer—no refinancing required
- Properly recorded with the county
Ideal For
Anyone with a living trust who owns real estate in Texas.
Our Scope of Practice
To maintain the highest quality of service, we focus exclusively on foundational estate planning. The following areas are outside our scope, and we are happy to refer you to qualified specialists.
Advanced Tax Planning
Irrevocable life insurance trusts, GRATs, or complex dynasty trusts
Offshore Asset Protection
International trusts or foreign tax reporting
Medicaid Planning
Strategies to qualify for government benefits
Business Succession
Complex shareholder or partnership disputes
Asset Protection Trusts
Domestic or offshore trusts designed to shield assets from creditors
Ready to Protect Your Legacy?
Start with our comprehensive discovery form to help us understand your unique needs.