Helpful Documents

INFORMATION TO SHARE WITH YOUR LOVED ONES

  • This provides a checklist that can be filled out and keep with your estate planning documents that will provide your loved ones with the information that they need in the event that you are incapacitated or die.

Common Estate Planning Documents Handout

  • This provides a brief description of the most common types of basic estate planning documents that people prepare to make sure that they are looked after while they are alive, and to make sure that their remains are handled on death as they wish, and their estate transfers on death to those they wish with as little expenses as possible.

Do You Have Will Power Handout

  • This provides an at-a-glance comparison of how things are handled if you have a Will and when you don’t have a Will in Texas.