Free Estate Planning Guide
Texas Estate Planning Checklist
12 steps every Texas family should take to protect their legacy
What's Inside
A comprehensive checklist covering wills, trusts, powers of attorney, beneficiary designations, and more. Designed for Texas families by the attorneys at Willingham Law Group.
Create or update your Last Will and Testament under Texas law
Establish a Revocable Living Trust to avoid probate
Execute a Statutory Durable Power of Attorney (Texas Estates Code)
Sign a Medical Power of Attorney (Texas Health & Safety Code Ch. 166)
Complete a Directive to Physicians (Advance Directive / Living Will)
Review and update all beneficiary designations (life insurance, 401k, IRA)
Confirm property titles are aligned with your estate plan
Consider a Lady Bird Deed or Transfer on Death Deed for real property
Name guardians for minor children in your will
Create a Special Needs Trust if you have a disabled family member
Review your estate plan for community property implications (Texas is a community property state)
Store original documents securely and inform your executor of their location
Created by Licensed Texas Attorneys
This guide was prepared by the legal team at Willingham Law Group with over 10,000+ clients served across North Texas.
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