FREE CHECKLIST · TEXAS FAMILIES
Before you sign any estate plan, ask these 10 questions.
A free checklist for Texas families, so you can sign with confidence, whoever prepares your plan.
- Know how to confirm that the person preparing your plan is a licensed Texas attorney who will be there after you sign.
- Make sure your plan was designed for your family, and that your home and accounts are set up so it actually works.
- Spot the warning signs, from absolute promises to pressure to sign today, before they cost your family.
General information only, not legal advice. Downloading this checklist does not create an attorney-client relationship.
ALERS LAW
10 Questions to Ask Before You Sign Any Estate Plan
A simple checklist for Texas families.
Attorney Beverly Alers
Updated November 2026
What’s inside
Who is helping you
How to check a Texas law license, and why it matters who answers your questions later.
Plain-language answers
What each document does, and what Texas law would decide if you did nothing.
A plan that works
Titling, beneficiaries and who is responsible for retitling accounts.
If you cannot decide
What happens if you become incapacitated, and why backups matter.
Protecting your children
Who manages an inheritance, until what age, and what if a beneficiary divorces or is sued.
Warning signs
Red flags to watch for before you sign anything, from any source.