Compassionate Estate Planning


Compassionate Estate Planning 

Crafting a legal Last Will and Testament is a crucial step in ensuring the proper distribution of both real and personal property upon the individual’s passing.

At Austin Law PLLC, our experienced attorneys specialize in preparing Wills that not only simplify the Probate process for families but also provide peace of mind, knowing that final wishes will be honored during Probate.

To create a valid Will, the individual must meet specific requirements, such as being at least 18 years old, serving in the armed forces, or being married. Additionally, the person making the Will must be of sound mind and possess the intent to devise the property as outlined in the Will.

While we excel at preparing Last Wills and Testaments, our approach goes beyond a singular focus. At Austin Law PLLC, we prefer to engage with each client individually, discussing their unique wishes and desires. Our goal is to offer a comprehensive Wills Package, incorporating not just the Last Will and Testament but also essential documents like Durable Powers of Attorney, Medical Powers of Attorney, Medical Directives (Living Will), and HIPPA releases.

We are also adept at preparing Trusts or Guardianships, either as part of the Wills process or as standalone services.  The preparation of Wills and other Estate Planning documents involves a meticulous  process.

Initially, we meet with the testator(s) to understand their objectives and wishes. If there are minor children involved, a significant focus is on creating a solid legal document to appoint a guardian, as the absence of a Will leaves such decisions to the State of Texas.

Furthermore, the State of Texas has statutory directives for property distribution in the absence of a Will. In a subsequent meeting, we thoroughly review and finalize the Will, along with other pertinent documents, ensuring that we accurately capture the client’s wishes and information. This second meeting involves the signing, witnessing, and notarization of the Will, Durable Power of Attorney, Medical Power of Attorney, Medical Directives, Living Will, HIPPA Release, Trust documents, Guardianship documents, or other Estate Planning documents.

During client consultations, we go beyond Probate considerations and delve into non-Probate assets. Discussions encompass insurance policies, retirement plans, 401(k) plans, pensions, profit-sharing plans, assets in Trusts, money in transfer on death (TOD) or payable on death (POD) accounts, and property owned in joint tenancy with rights of survivorship. For business owners, we also explore Business Succession Planning.

Estate Planning for Veterans

We understand the unique needs and considerations that veterans bring to estate planning. Our dedicated team is committed to providing services tailored to the circumstances of those who have served in the armed forces. In addition to addressing standard estate planning concerns, such as wills, trusts, and powers of attorney, we take into account veterans’ specific benefits, disability claims, and transitional support. Our goal is to ensure that veterans and their families have a comprehensive and customized estate plan that not only safeguards their assets but also optimizes available resources and benefits earned through their service. With a deep appreciation for the sacrifices made by veterans, we strive to offer compassionate and knowledgeable guidance throughout the estate planning process, creating a secure legacy for those who have served our country.

At Austin Law PLLC, our commitment is not only to prepare legal documents but to provide comprehensive guidance and support throughout the Estate Planning process. If you have any questions or wish to embark on securing your family’s future, please do not hesitate to contact us. We are here to assist you in navigating the complexities of estate matters with diligence and care.