Estate planning is the process of preparing for the orderly handling of your personal and financial affairs in the event of your death or incapacity. At Roberts & Roberts, our skilled attorneys are all members of the Estate Planning Section of the State Bar. We emphasize advance planning to avoid costly and disruptive guardianship proceedings, and to diminish the expense and duration of probate, because we recognize that such concerns are often literally matters of life and death to our clients. That's why we take the time to work closely with you to develop a plan that meets your specific needs.
As you will see, a variety of different estate planning tools are available. While not every kind of instrument is necessary in every estate, most adults in Texas should strongly consider having a Will, a Medical Power of Attorney, a Durable Power of Attorney, and (if it is compatible with your personal beliefs and wishes) a Directive to Physicians coupled with a Do Not Resuscitate Order. Other documents may be appropriate in certain situations. Learn more by clicking on the links below.
Downloads. Download free files related to estate planning.
Last Will & Testament. Information about what a will is, and why it is so important.
Durable Power of Attorney. Click here for more information about this essential tool for avoiding guardianship.
Medical Power of Attorney. Who will consent to medical treatment for you when you're unable to speak for yourself? Click here to find out.
Directive to Physicians ("Living Will") and Do Not Resuscitate Order. Do you want life support used to artificially prolong your life when your death is otherwise imminent? Make your wishes clear to your family and health care providers.
Declaration of Guardian. You can choose who will be responsible for caring for your needs in the event you are unable to care for yourself.
Living Trusts. While useful in some circumstances, living trusts are frequently sold to people who don't need them. Learn more here.
Reviewing Your Estate Plan. An outdated plan may be worse than no plan at all. Is it time for you to get an "estate plan checkup?"
Introduction to Estate Tax Rules. A summary on the current status of the "death tax" and how it could affect your estate.