Everything Texans Need to Know About Wills, Trusts, Powers of Attorney, Probate, and More
Whether you’re planning ahead or sorting through next steps, this guide helps you understand the documents, decisions, and legal tools that protect your family. Explore the sections below to learn what each part of an estate plan does and how it fits into your goals.
Why Estate Planning Matters in Texas
Estate planning protects what matters most. A clear, well-structured plan provides peace of mind by ensuring:
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Your wishes are honored exactly as intended.
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Your loved ones are protected and guided.
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Your assets are transferred smoothly and without conflict.
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You receive personalized support from experienced Texas estate planning attorneys.
The Key Components of a Texas Estate Plan
An estate plan uses key documents to protect your wishes:
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Wills (Last Will and Testament)
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Trusts (Revocable and Irrevocable)
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Powers of Attorney (Financial and Medical)
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Lady Bird Deeds (Enhanced Life Estate Deeds)
Each serves a unique purpose and links to deeper guidance.
Wills in Texas
A Last Will and Testament provides essential clarity and protection for your loved ones:
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It determines how your assets will be distributed.
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It designates who will care for minor children.
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Without a will, the state makes these decisions for you.
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Our attorneys ensure your will is legally valid and reflects your true wishes.
Trusts in Texas
A trust gives you greater control and protection over your assets, both now and in the future:
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It allows you to manage and distribute your assets according to your wishes.
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It can help you avoid probate and maintain financial privacy.
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It may offer tax benefits for your beneficiaries.
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We guide you in choosing between a revocable or irrevocable trust based on your goals.
Powers of Attorney
A Power of Attorney (POA) lets you appoint someone you trust to make important decisions on your behalf if you’re unable to do so.
There are two primary types:
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Financial Power of Attorney – Allows your representative to manage your assets and transactions.
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Medical Power of Attorney – Designates someone to make healthcare decisions for you.
Lady Bird Deeds in Texas
A Lady Bird Deed (also known as an Enhanced Life Estate Deed) allows you to transfer real estate to your heirs while keeping full control of your property during your lifetime.This tool helps Texans avoid probate, protect Medicaid eligibility, and simplify property transfers after death.
How Our Firm Helps You Build an Estate Plan
Our estate planning process is simple, efficient, and tailored to your needs. You can expect:
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Initial Consultation – We discuss your goals and review existing documents.
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Strategy & Drafting – We create personalized wills, trusts, and legal tools.
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Review & Execution – We finalize your plan and ensure proper signing.
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Ongoing Support – We help update your plan as your life evolves.
Start Planning Your Legacy Today
Estate planning doesn’t have to be complicated.
Our attorneys make it simple to protect your family, minimize taxes, and ensure your wishes are respected.
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Take the first step toward peace of mind today.
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Real Stories. Real Peace of Mind.
Nathan R.
I was referred to the Patterson Law Firm by a few friends and was overwhelmed Caleb's professionalism, detailed work, and final products. He was thorough in looking at all options and was thoughtful in how he responded to my questions and concerns, taking the time to make sure I was comfortable at each decision point. I can't recommend Caleb enough, and plan to use him again for any future work I have!
Natalie M.
When my husband and I didn't know where to turn during a contractor dispute, The Patterson Law Firm stepped in and assisted us in a small claims case. Caleb was prompt, responsive, and extremely helpful as he guided us through the process. He was there from the beginning through the end and answered any questions I had without judgement. I highly recommend his services.
Dustin V.
I am a small business owner in Dallas and used The Patterson Law Firm for my business formation paperwork. Caleb was fantastic to work with and provided answers to all my general operation questions. Highly recommend!
