Skip to main content
White farmhouse set in a golden meadow at sunset with rolling hills in the background

AREA OF GUIDANCE

Estate Planning

Experienced Houston estate planning and elder law attorneys helping Texas families with estate planning.

Estate planning is the process of deciding who receives your assets, who speaks for you during incapacity, and how your affairs are handled after your death. In Texas, a complete plan for most adults includes a will, a durable financial power of attorney, a medical power of attorney, and a directive to physicians.

WHAT WE HELP WITH

The questions we help you answer.

Start with the outcome you want. Each card explains what a step accomplishes in plain English, with the Texas detail one click away.

What does a Texas will accomplish?

A Texas will names who inherits your assets, appoints an executor to administer your estate, and can designate a guardian for your minor children. Without a will, Texas intestacy law makes those decisions, and the result may not match your intentions.

The Texas detail

A will must be signed before two disinterested witnesses in Texas, or prepared as a holographic (entirely handwritten) will requiring no witnesses. An attorney-drafted will meets the Texas Estates Code requirements for independent administration, which allows your executor to settle your estate without ongoing court supervision. That saves your family time and probate costs.

What is a revocable living trust in Texas?

A revocable living trust holds your assets during your lifetime and distributes them to your named beneficiaries at your death, bypassing probate. You retain full control of the trust and can amend or revoke it at any time while you are alive and competent.

The Texas detail

Not every Texas estate needs a trust. For many families, a well-drafted will combined with a Lady Bird deed or transfer-on-death deed for real property achieves the same result at lower cost. A trust becomes the better tool when you own real property in multiple states, have a blended family with complex distribution instructions, or want to keep asset transfers private.

What is a living will (Directive to Physicians) in Texas?

A Texas living will, formally called a Directive to Physicians and Family or Surrogates, instructs your doctors to withhold or withdraw life-sustaining treatment if you become terminally ill or remain in an irreversible condition. It states your treatment preferences in advance, when you cannot state them yourself.

The Texas detail

A Directive to Physicians is separate from your medical power of attorney. The directive sets your treatment preferences in specific medical circumstances. Your medical power of attorney names the person who makes real-time healthcare decisions within those preferences. Both documents work together and both belong in a complete plan.

What is a durable financial power of attorney in Texas?

A Texas durable financial power of attorney names an agent to manage your financial affairs if you become incapacitated. "Durable" means the authority survives your incapacity: it remains in effect precisely when you most need someone to act on your behalf.

The Texas detail

Without this document, your family may need to petition a court for a guardianship of your estate before they can pay your bills, manage your bank accounts, or handle your property. Texas law gives you flexibility in defining exactly what powers your agent holds. Your attorney calibrates those powers so your agent can act when necessary without creating unnecessary risk of misuse.

What is a medical power of attorney in Texas?

A Texas medical power of attorney designates an agent to make healthcare decisions on your behalf when you cannot make them yourself, including decisions about surgery, medication, and care facility placement. It is a separate document from your living will.

The Texas detail

Your medical agent and your financial agent can be the same person or different people. Under Texas Health and Safety Code Chapter 166, a medical power of attorney must be signed before two qualified witnesses or before a notary. Your attorney ensures the document meets those requirements and that your chosen agent understands their role.

What is a Lady Bird deed in Texas?

A Lady Bird deed (formally, a Texas enhanced life estate deed) transfers real property to a named beneficiary at your death while preserving your full ownership rights during your lifetime, including the right to sell, refinance, or change the named beneficiary without their consent. The transfer at death bypasses probate.

The Texas detail

Lady Bird deeds are particularly useful in elder law planning because they do not trigger the Medicaid look-back period. You retain full control during your lifetime, so the future transfer at death is not treated as a disqualifying gift under Texas Medicaid eligibility rules. Lady Bird deeds are a single-property tool; additional planning may be appropriate for complex estates.

What is a transfer-on-death deed in Texas?

A Texas transfer-on-death (TOD) deed transfers real property directly to a named beneficiary at your death and bypasses probate. The beneficiary has no ownership rights during your lifetime, and the deed can be revoked by recording a revocation before your death.

The Texas detail

Texas enacted the Real Property Transfer on Death Act under Texas Estates Code Chapter 114. TOD deeds are recorded with the county clerk and take effect only at the grantor's death. The key difference from a Lady Bird deed is the revocation mechanism and whether the grantor can sell or encumber the property without the beneficiary's consent. Your attorney will explain which instrument fits your circumstances.

How do you designate a guardian for minor children in Texas?

Texas parents can name a guardian for their minor children in a will or in a separate Declaration of Guardian. If both parents die while a child is still a minor, the probate court considers the designated guardian when making an appointment, and generally follows the designation unless the person is legally disqualified.

The Texas detail

A guardian designation does not bind the court absolutely, but it carries significant evidentiary weight. Naming someone and explaining your reasoning in a letter of intent gives the court the context it needs to act consistently with your wishes. Without a will or guardian designation, the court appoints a guardian based on Texas Estates Code priority rules.

HOW IT WORKS

How estate planning works at Edison Legal

  1. Initial consultation

    We review your family structure, assets, and goals. You leave with a clear picture of which documents you need and why each one matters.

  2. Document recommendation

    We identify the specific instruments your situation calls for, explain each one, and answer your questions before we draft anything.

  3. Drafting and review

    We prepare your documents and send them to you for review. Questions at this stage are part of the process.

  4. Signing appointment

    We coordinate the signing. Texas has specific witness and notary requirements for different estate planning documents; we handle the logistics.

  5. Storage and future reviews

    We advise on where to keep your documents and how to make sure your executor or agent can locate them. We are available when a life change calls for an update.

TEXAS LAW

Texas estate planning: key context

Community property
Texas is a community property state. Property acquired during marriage is generally owned equally by both spouses, regardless of whose name appears on the account or deed. This affects how assets pass at death and how a will should be drafted for married couples.
No state estate or income tax
Texas imposes no state estate tax and no state income tax. Federal estate tax applies only above the federal exemption threshold. Most Texas families do not owe federal estate tax, but the calculation should be confirmed with an attorney for larger estates.
Medicaid and long-term care
Texas Medicaid rules affect planning for families anticipating nursing home costs. The look-back period and the estate recovery program both have implications for how property is titled and how assets are structured. Elder law planning often runs alongside estate planning for families in this position.
Texas probate
Texas probate is conducted in county probate courts. Harris County has a dedicated probate court system. Texas's independent administration system reduces court involvement in estate settlement when the will or all heirs support it, which is a meaningful cost and time advantage over states with mandatory supervised administration.

FAQ

Frequently asked about estate planning

If you die without a will in Texas, state intestacy law determines who inherits your estate. For a married person with children from the marriage, Texas law typically splits the community property between the surviving spouse and the children rather than leaving everything to the spouse.

Texas intestacy follows a priority order: spouse, children, parents, siblings, and more distant relatives. The exact division depends on whether assets are community or separate property and whether children are from the current marriage or a prior relationship. Dying without a will also means the court appoints an administrator rather than an executor you chose, and may require a dependent administration with more court oversight.

Next step

Protect the people who matter most.

Tell us what is happening and we will explain your options.

SCHEDULE YOUR ESTATE PLANNING CONSULTATION