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Estate Planning: Wills & Trusts

Secure Your Family’s Future With

Comprehensive Estate Planning

Guardianship clarity

“Will my family be able to agree on who will care for my children if something happens to me?” This inner dialogue haunts many parents as they ponder their children’s future. The absence of a legal document specifying your wishes subjects your family to assuming that they know what you want. The absence of a comprehensive estate plan leads people to constantly worry about who will care for their children and manage their assets. The uncertainty of potentially leaving guardianship decisions to a court is overwhelming—escalating anxiety and the fear of family disagreements.

“I don’t have a large family, so I don’t need a will.”
“My family knows my wishes, so I don’t need a will.”

The absence of a valid will means Texas law determines who inherits from you. It also subjects your loved ones to higher probate costs.

“I can just print an online will template and fill it out.”

Most online will templates fail to address the unique complexities of individual families.

Generic solutions overlook crucial details, leaving room for disputes and court intervention.

That’s why Carr & Cole PLLC has developed personalized estate planning services that focus on your specific needs, ensuring your assets are distributed as intended. Our approach offers peace of mind, knowing your loved ones future is secure and free.

Benefits

Protect and Ensure Asset Transfer

Instead of uncertainty over who will inherit your assets, you’ll have a solid estate plan in place that specifies exactly how and to whom your assets are transferred, avoiding family drama and legal hassles. Our customized wills and trusts provide certainty and legal coverage that ensures your wishes are fulfilled without court interference.

Simplify Probate and Preserve Wealth

Our goal is to simplify the probate process by guiding you every step of the way—or helping you avoid it altogether. With a thoughtful estate plan, your assets can be transferred smoothly and privately, without the delays and costs of court involvement. We design plans that protect your wealth, spare your loved ones from unnecessary legal hurdles, and give you peace of mind knowing your legacy is secure.

Peace of Mind Regarding Your Minor Children or Yourself if You Become Incapacitated

Remove the assumptions about who you’d want to become legal guardian for your children. By legally designating guardians, you secure the well-being of your minor children or dependents, ensuring that decisions are made according to your wishes.

You remove the doubt of who you’d want to care for you if the need arises by proper planning prior to the incapacity.

Let’s plan your legacy together

Initial Consultation and Goal Setting

What Happens: We begin with a detailed discussion to understand your family dynamics, asset portfolio, and specific concerns.
Your Role: Share your goals, family details, and any existing plans.
Our Role: Gather necessary information and advise on the best estate planning options for you.
Outcome: A clear understanding of your goals and a customized plan to move forward.

Drafting Wills and/or Trusts

What Happens: We draft tailored documents, including wills and trusts, ensuring they reflect your specific intentions and legal requirements.
Your Role: Review draft documents and provide feedback.
Our Role: Create personalized legal documents that enforce your wishes.
Outcome: Drafts of your estate planning documents ready for finalization.

Plan Review and Finalization

What Happens: We conduct a thorough review of your documents to ensure accuracy and address any concerns you might have.
Your Role: Participate in the review and approve the final documents.
Our Role: Refine documents based on your feedback and prepare them for signing. Outcome: Legally sound, finalized documents that reflect your intentions.

Execution

What Happens: We oversee the signing of all documents, ensuring the compliance with state laws and regulations.
Your Role: Attend the signing session and execute your documents.
Our Role: Ensure all documents are correctly witnessed and notarized.
Outcome: Fully executed estate plan that protects your family’s future.

Plan Your Legacy for Generations to Come

We offer a range of estate planning solutions to meet your specific needs, ensuring your loved ones are protected and your wishes are honored.

Frequently Asked Questions

Book a consultation
What if I feel overwhelmed by legal jargon in estate planning?
We simplify the legal process with clear, plain language explanations. Our team is here to answer every question and ensure you understand each step. You’ll feel confident in your decisions without the stress of confusing terminology.
How can I ensure that my children are financially secure if something happens to me?

We create estate plans that include trusts and guardianship provisions to protect your children’s future. The plan specifies how assets are managed and distributed according to your wishes. This way, your children’s financial security is always prioritized.

What if my life circumstances change after setting up my estate plan?
Our firm is available to review your estate plan when major life changes occur. Whether you get married, have children, or acquire new assets, we can make adjustments to meet your plan accordingly. This ensures your estate always aligns with your current wishes and needs.
Is estate planning only for people with significant wealth?

Estate planning benefits everyone, regardless of asset size. It ensures your wishes are honored, simplifies the legal process for your heirs and prevents family disputes. Planning now protects your legacy and provides peace of mind for you and your loved ones.

How do I make sure my assets aren’t tied up in probate?
We utilize wills, trusts, and other planning methods to ensure your assets are transferred smoothly without needing probate. Trusts, are an effective tool to manage estate distribution privately and efficiently. This approach saves time and reduces stress for your beneficiaries.