Drafting Wills, Power of Attorney, HIPAA Releases, Directive to Physicians and the Probate of Simple Estates
Probate (Will) or Heirship (No Will) Matters
It is our goal to provide reliable and cost effective guidance for testators, executors and administrators in drafting your simple estate planning documents or in the probate or administration of an estate. After a loved one has passed, it is important that you find an honest, competent attorney who can guide you through the probate or heirship process. I model my practice after the tenets found in the Texas Lawyer’s Creed and strive to model Christian principles in your representation. So, if you need help in such matters, please give us a call.
Executing a Valid and Effective Will & Other Documents
A simple estate plan should include the execution of Will, Financial Power of Attorney, Medical Power of Attorney, HIPAA release and Directive to Physicians at a minimum. These documents are “worth their weight in gold” so to speak insofar as the costs and burdens to a family could potentially be devastating without these documents being in place.
Having drafted over 700 sets of these estate planning documents, for simple estates, I am well able to position you and your family for the future circumstance when a loved one becomes ill or passes.
We will guide you through every step of the process
Most executors have never probated a will. We provide indispensable service for executors who have no prior experience in the probate court on matters that include:
- Filing the will with the Texas probate court
- Developing the best strategy for fairly and expeditiously settling the estate
- Finding and assembling assets
- Pay creditors and claimants
- Collecting amounts owed the estate
- Closing and opening bank accounts
- Transferring assets from the deceased to the estate
- Paying current and delinquent taxes as well as estate taxes
- Valuing, managing, preserving and liquidating the estate
- Locating beneficiaries
- Hiring experts, when appropriate
Executors can easily make mistakes due to inexperience, stress and hasty decisions. This can be costly, as executors can be held personally liable for beneficiaries’ losses. We guide executors through every step of the probate process, with reliable, detailed advice, so you can settle the testator’s estate as efficiently, quickly and easily as possible.
Management of probate disputes
Disputes may arise between disappointed beneficiaries or heirs and the Will’s Executor/Executrix or Estate’s Administrator/Administratrix. My goal is to represent my client in such a manner to avoid such conflicts or reach a resolution of conflicts in an amicable, intelligent and informed manner. Where a resolution cannot be reached, I have over 25 years experience in handling courtroom litigation.