Designed by a licensed California attorney with over 26 years of experience.
LivingTrustAmerica

Texas

Build your Texas estate plan

Your answers populate documents built on the Texas Property Code, Chapters 111–117 (Texas Trust Code). Nothing is final until you review and pay.

Your plan — Complete Estate Plan

Two documents: your living trust plus the estate planning portfolio — pour-over will, durable power of attorney, medical power of attorney, directive to physicians, HIPAA authorization, and certification of trust.

Will Package: a Texas last will and testament plus the will-package portfolio — durable power of attorney, medical power of attorney, directive to physicians, and HIPAA authorization. Married couples each receive their own will.

About you (the Grantor)
Children
Successor trustees (in order)

Who manages the trust if you (both) cannot.

Beneficiaries (residuary)

Who receives your trust property, and each one's share (%). Shares should total 100%.

Specific gifts (optional)

Particular items or property to a named person before the residuary split.

Financial power of attorney — your agent(s)

Who may act for you in financial matters if you cannot. First agent is primary; the second is the alternate. Your spouse names their own agents.

Your agents
Your spouse's agents
Medical power of attorney — health care agent(s)

Who makes medical decisions for you if you cannot. First agent is primary; the second is the alternate.

Your health care agents
Your spouse's health care agents
End-of-life wishes & anatomical gifts
Additional assets (beyond your home)

Your primary residence is already included from your address above. List other property to fund into the trust. Because Texas uses a community property system, married couples can mark each item accordingly.

Acknowledgment

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