Texas Estate Planning Services: What Documents Are Needed For Estate Planning?

Estate planning attorney Joy C. McNair and the McNair Law Group, PLLC, through this page, are not giving legal advice. This page is for informational purposes only. To determine what you need in your estate plan in Texas, contact our law firm today at (281) 407-9830.

revocable living trust

What Legal Documents Should Every Person Have As Part Of Their Estate Plan In Texas?


This question is very personal. What one person or family may need regarding their estate planning documents may differ significantly from what another person needs.

  • What types of assets do you own?
  • Do you own more than one piece of real property?
  • Do you value privacy when it comes to your personal financial matters?
  • Do any family members or other people you may wish to leave money or assets to have issues that may cause problems down the road (creditors, divorce, health issues)?
  • Do you own digital or other intangible assets?
  • Who will make medical decisions on your behalf if you cannot?
  • Which is better for you, a revocable living trust or a will?
  • Do you need a power of attorney?
  • How can you avoid the probate process?

All of these questions, and more, must be considered when it comes to your estate plan.

life insurance policies

Estate Planning: Our Services

At McNair Law Group, we offer comprehensive estate planning documents and services.

Online Estate Planning

Our firm does offer online estate planning services. Contact us today to find out more!

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A Comprehensive Estate Plan Considers All of Your Assets

When doing your estate plan, an experienced estate attorney will consider all of your assets, even if you have existing beneficiary designations. These include, but are not limited to:

  • Bank accounts
  • Financial accounts
  • Life insurance policies
  • Retirement accounts
  • Investment accounts
  • Digital assets
  • Intangible assets
  • Real estate property
  • Investment portfolios
  • Tangible assets/personal property
  • Online accounts
  • Digital account logins
  • Business entities (LLC's, Corporations, etc)
advance healthcare directive
health care
bank and investment accounts
additional estate planning documents

Avoiding Probate Court In Texas

While many people may tell you that "probate is no big deal" in Texas, we disagree. Most people do not want their loved one's personal financial information made public, which is what the probate process does. Additionally, there is time and expense involved that most people would prefer to avoid.

The good news? This can be done through proper estate planning!

legal paperwork

We Help You Determine the Estate Planning Documents You Will Need

What you ultimately need in your estate plan is based on your goals, not just your assets. For some people, probate court should be avoided and a revocable living trust is the right estate planning document. For others, asset protection planning is crucial. That being said, almost everyone needs at least one power of attorney.

The good news? Our firm and estate planning attorney Joy McNair will help you decide what is best for you, your family, and the things you care about.



Which Legal Document or Documents Do YOU Need In Your Estate Plan? Contact us today to find out!


Call our law firm at (281) 407-9830.

beneficiary designations

Elder Law

• Medicaid Qualification (Crisis Planning and Preplanning)– Government sponsor program that will supplement long term care cost for low income individuals. (Different types of Medicaid programs). We work with Medicaid for the elderly and disabled.

• VA aid and attendance – Pension is available for war time veterans. (we do not do VA disability) There has to be a medical Guardianship

• Guardian of the person – This person is authorized to make decision regarding your physical care.

• Guardian of the Estate – This person is authorized to make decision regarding your legal and financial matters.

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Estate tax

Estate Administration

• Probate – Transitioning assets of a decedent upon death. Only covers assets that pass by title. do not cover assets that pass by beneficiary designation, trust, joint ownership or any other non-probate transfer method.

• Trust Administration - Transitioning assets upon the death of the trust maker.

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Estate tax

Special Needs Planning


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