Texas Estate Planning

Clear guidance and virtual estate planning for families across Texas.

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Work With a Texas-Licensed Attorney

Planning is handled virtually for clients across Texas.

Texas Estate Planning is Different

Texas estate planning has its own rules, terminology, and planning considerations. Before choosing documents or working with an attorney, it helps to understand how Texas law approaches wills, trusts, powers of attorney, and probate.

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How It Works In Texas

Estate planning in Texas can be completed efficiently and professionally—without needing to visit a local office.

  • Meet with a Texas-licensed estate planning attorney by Zoom

  • Your documents are professionally prepared and delivered

  • Signings are completed locally using a notary and two witnesses

  • Clear, step-by-step instructions are provided so signings are done correctly

This approach allows families across Texas to receive high-quality estate planning, regardless of location.

Texas-Specific Legal Guidance

Texas-specific estate planning guidance on this site is provided by Catherine Martinez, a Texas-Licensed Estate Planning Attorney and Contributing Author to the American Estate Planning Series.

This ensures that Texas planning concepts, documents, and procedures are presented in accordance with Texas law.

Texas Estate Planning Attorney

Catherine Martinez
Texas-Licensed Estate Planning Attorney
Catherine has worked closely with Paul Rabalais for more than 16 years and has prepared thousands of wills, trusts, and related estate planning documents during that time. Her work reflects a practical, detail-oriented approach focused on helping families implement plans correctly and with confidence. She provides estate planning services to individuals and families across Texas, with an emphasis on clear guidance and well-structured plans.

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How Texas Signings Work

Planning is virtual. Signings are completed locally using a notary and two witnesses.

Featured Texas Topics

Explore clear, Texas-specific guidance on common estate planning questions, including:

  • Wills vs. Trusts in Texas

  • Powers of Attorney in Texas

  • What Happens When Someone Dies in Texas

These resources are designed to help you understand your options before deciding on next steps.

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Texas FAQ

  • No. Texas estate planning can be completed without visiting a local office. Planning meetings are handled virtually by Zoom with a Texas-licensed attorney, and documents are signed locally in your own community.

  • After your documents are prepared, you will sign them locally. Most Texas estate planning documents are signed in the presence of a notary and two adult witnesses. We provide clear, step-by-step instructions so your documents are signed correctly.

  • Witnesses must be adults who are mentally competent. To avoid any issues, witnesses should not be beneficiaries under your will or related to someone who is. Many clients use friends, neighbors, or coworkers as witnesses.

  • Yes. Certain estate planning documents in Texas require notarization. We will clearly identify which documents require a notary and explain exactly how to complete the signing.

  • Yes. Clients receive clear written instructions and guidance before signing. If questions come up, assistance is available to help ensure everything is completed correctly.

  • Yes. Virtual estate planning services are available to clients throughout Texas, regardless of where you live.

  • Paul Rabalais creates educational content for the American Estate Planning Series. If you choose to work with an attorney for Texas legal services, planning is provided by a Texas-licensed estate planning attorney.

Still have questions?
Review the Texas signing process or request a planning session to discuss next steps.

How Texas Signings Work
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