How Texas Signings Work

After your estate planning documents are prepared, the final step is signing them correctly under Texas law. This process is straightforward, and clear guidance is provided so everything is completed properly.

Where Signings Take Place

Signings are completed locally, in your own community. You do not need to visit a law office.

Most clients complete signings at:

  • A mobile notary appointment at home

  • A bank or credit union

  • A shipping store or local notary office

  • Their workplace, if a notary is available

Who Must Be Present

For most Texas estate planning documents, the following are required:

  • You, the person signing the documents

  • One notary

  • Two adult witnesses

All parties must be present at the same time during the signing.

Witness Requirements

Witnesses must be:

  • At least 18 years old

  • Mentally competent

  • Not beneficiaries under your will, and not related to someone who is

Friends, neighbors, or coworkers are commonly used as witnesses.

Notary Requirements

Certain estate planning documents in Texas require notarization. You will be clearly informed which documents must be notarized and how notarization should be completed as part of the signing.

What We Provide

To make the process as smooth as possible, clients receive:

  • Clear written signing instructions

  • Guidance on what to bring and how to prepare

  • A checklist to help avoid common mistakes

If questions arise before signing, assistance is available to help ensure everything is completed correctly.

Important Things to Know Before Signing

Do not sign documents in advance

  • Bring valid photo identification

  • Keep documents stapled as provided

  • Use blue ink unless instructed otherwise

Following these steps helps ensure your documents are valid and enforceable.

Next Step

Once your documents are signed, they are returned as instructed and finalized for your records.

If you are ready to move forward, you can request a planning session to discuss your situation and next steps.