Texas Estate Planning Resources
Explore videos, answers, and tools to help you understand and plan with confidence under Texas law.
Featured Texas Estate Planning Videos
Begin with these Texas-focused estate planning videos to understand key concepts and decisions.
Meet Your Texas Estate Planning Attorney
Do You Need a Will in Texas?
How Probate Works in Texas
Community Property in Texas Explained
Common Texas Estate Planning Questions
Begin with these Texas-focused estate planning videos to understand key concepts and decisions.
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A will directs how your property should be distributed after death and usually requires probate. A revocable living trust can help certain assets pass outside probate and may simplify estate administration. Whether a trust makes sense depends on your assets, goals, and family situation.
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When a person dies without a will, Texas law determines who inherits their property. This process is called intestate succession. The rules vary depending on whether the person was married, had children, or owned community property.
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Yes. Texas is a community property state. In general, property acquired during marriage is owned jointly by both spouses. Community property rules can affect how assets pass at death and how estate plans are structured.
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The length of probate varies depending on the estate and whether there are disputes. In many cases, probate administration may take several months to more than a year.
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Certain assets may pass outside probate, including:
• assets held in a living trust
• life insurance with a named beneficiary
• retirement accounts with a beneficiary designation
• payable-on-death or transfer-on-death accounts
• some jointly owned property -
In some cases, Texas law allows property transfers through tools such as a transfer-on-death deed. These options must be properly executed before death.
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If you own property, have children, want to avoid probate, or have questions about how Texas law applies to your situation, it is usually helpful to consult with a Texas estate planning attorney to develop a plan tailored to your needs.
Estate Planning Starter Workbook
A simple worksheet designed to help individuals and families organize the key information needed for estate planning.
Completing the workbook can help clarify planning goals, identify important assets, and prepare for conversations with an estate planning professional.
17-page fillable PDF
Download instantly — no email or signup required
The Estate Planning Starter Workbook is designed to help individuals and families begin organizing the information commonly needed for estate planning.
Completing the workbook can help clarify planning goals, identify important assets, and prepare for conversations with an estate planning professional.
This workbook may be helpful if you:
want to begin organizing your estate planning information
are thinking about creating or updating an estate plan
want to better understand your assets and beneficiaries
plan to meet with an estate planning attorney in the future
want to organize information for your family
What the workbook includes:
Personal and family information
Asset and property overview
Beneficiary designations
Planning goals and priorities
Notes and questions for future planning discussions
Many people find it helpful to complete the workbook before meeting with an estate planning attorney or beginning the planning process.
Texas Contributing Attorney
Jared Norton
Norton Law, PLLC
North Dallas
Phone: 972-736-8594
Website: https://ksnortonlaw.com/

