FREE GUIDE · TEXAS FAMILIES
Get your family’s information in one place, before they have to search for it.
The free Texas Family Legacy Organizer: a simple fill-in workbook for busy professionals, business owners, parents and homeowners.
- Gather your people, property, accounts, insurance and digital life in one organized place, so your family is not left guessing.
- Think through medical decisions, guardians and what matters most to you, with clear prompts instead of legal jargon.
- Walk into your estate planning meeting prepared, with 10 questions to ask before you sign any estate plan.
General information only, not legal advice. Downloading this guide does not create an attorney-client relationship.
What’s inside
Your people
Spouse, children, guardians and the people you trust to act for you, with prompts for why.
Your home and accounts
How your home is titled, your accounts and who is named as beneficiary on each one.
Business and equity
Company agreements, partners, RSUs and options, and the professionals who know them.
Insurance and digital life
Policies, owners and beneficiaries, plus a safe way to point to your digital accounts.
Medical wishes and values
Who speaks for you, what matters most and the letters you may want to leave.
Questions before you sign
10 questions to ask before you sign any estate plan, and where to keep everything.