Ideal for couples when:

• One or both partners bring significant assets, a business, or substantial debt into the marriage.

• Entering a second or subsequent marriage, particularly for those with children from a prior relationship. 

• Couples experiencing a significant change in financial circumstances during the marriage.

• These agreements can help set transparent expectations that prevent future disputes

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Information You'll Need:

• A complete list of each party's assets and liabilities.

• An agreed plan for how to treat joint assets and inheritances.​

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Pro Tip: It's essential in Texas to clearly define 'Separate' vs. 'Community' property, especially if you own a business or real estate from before the marriage.

Helpful for couples who:

• Have significant separate property assets that they don't want to place in a joint trust

• Anticipate having significant debt at death or creditors of their estate

• Want to authorize an Independent Administration—a unique Texas feature that allows your executor to settle your estate with minimal court interference, saving significant time and legal fees.

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Information You'll Need

• List of all your assets and liabilities (real estate, accounts, investments)

• Beneficiary information

• Existing wills or estate documents

Ideal for couples who:

• Want to avoid the cost and time involved in probate.

• Want the additional privacy a trust provides regarding their assets and distribution plans

• Have complex estates or blended families. 

• Want to avoid a court-ordered Guardianship: If one spouse becomes ill or incapacitated, the trust allows the other to manage assets immediately without a judge's permission.

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Information You'll Need

• A list of the assets you may want to transfer into the trust, including access to deeds and titles
• The name of the person(s) you want to take over as trustee after both spouses have passed
• The identities of your beneficiaries and an agreed distribution plan, including what distributions should be made upon the death of the first spouse. 

Designation of Guardian for Minor

•  This document names a guardian for all your children under 18 if both the child's parents die or become incapacitated.

Right of Survivorship Deeds

• Simply being 'Joint' on a deed doesn't bypass probate in Texas. You need specific Survivorship language or a Lady Bird Deed. We ensure your home transfers to your spouse instantly, without a court date.

HIPAA Authorization

• Ensures that your spouse can communicate with your medical providers without privacy restrictions creating a barrier.