A well-designed estate plan does more than decide who gets what.

Estate planning is about protecting the people, assets, values and choices that matter to you. Whether you’re creating your first plan, updating an existing one, or facing a significant change, we help you understand your options and decide with confidence.

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Your plan should reflect your life

The questions estate planning answers

Who can make financial and medical decisions for me if I can’t?

Who should care for my children?

How should my assets pass to the people I love, and when?

How can I reduce the chance of conflict in my family?

Does my family need to go through probate?

How should my plan change after marriage, divorce or a new child?

What your plan may include

Tailored to your circumstances, not a one-size-fits-all package

WillsIncluding guardians for minor children

Revocable living trustsPlus guidance on funding your trust

Statutory durable power of attorneyFor financial decisions if you can’t act

Medical power of attorney, directive to physicians & HIPAAYour healthcare wishes, in writing

Declaration of guardian in advance of needWho should — and shouldn’t — serve

Appointment of agent to control disposition of remainsClear authority for final arrangements

Beneficiary designation reviewRetirement accounts, life insurance, transfer-on-death assets

Real property planningIncluding transfer on death deeds

Digital asset planningAccounts, passwords and online property

Estate administration guidanceFor families after a death

Estate planning for real life

Your plan should evolve as your life does.

A plan created ten years ago may no longer reflect your family, finances, relationships or wishes. Each of these is a signal to revisit it:

MarriageDivorceA new childA death in the familyAn inheritanceRetirementA new businessA change in assets

Legacy Care

Keep your plan current

Every plan we create can be kept up to date through Will Legacy Care or Trust Legacy Care, our annual review memberships.

Learn about Legacy Care →

Frequently asked questions

Do I need a will or a trust?

It depends on your assets, your family, your privacy goals and how much you want to simplify things for your family later. We walk through the trade-offs in plain language before you decide.

I already have a plan. Should I update it?

If it’s more than a few years old, or your family, finances or the people you named have changed, it’s worth a review.

Can we do this entirely online?

Yes. We are virtual-first and serve clients across Texas. Signings that require a notary or witnesses are arranged with you.

Let’s design a plan that fits your life.

Schedule a Discovery Call Get the Digital Legacy Inventory