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Probate / Estate Planning

Probate

When a loved one dies, the family will need to distribute the assets of the estate to heirs, beneficiaries, and/or possibly creditors. In Texas, this is often done through probate court proceedings. Generally this is a straightforward process; however, it can be time-consuming and complex. Our attorneys can help guide you through this process.

Whether your loved one had a will or not, and whether he or she had a large or small estate, we understand what you are going through and can help you through the process. We can help you with the distribution of assets and the administration of the estate. In addition, we can help you administer any type of trust.

In Texas, there are several different legal procedures that can be used in probate; each situation is unique. Our attorneys will work with you to find the method of probate that works best for your particular situation.

Probate disputes

Sometimes there are disputes between beneficiaries of an estate or a contest of a will. If so, we can help you through probate litigation. We will help you preserve family harmony to the extent possible and reach an amicable resolution of the dispute. When necessary, we will assertively defend our client’s rights in probate court.


Estate Planning

It is important to plan for the distribution of assets after death with the least taxes, expenses and delay. Estate planning also addresses the health care, legal, and financial issues of aging and disability. These are important matters for families with members in the natural transitioning process of the elder years.

For many people, a Will is all that is needed to transfer property to their heirs upon their death. However, in some situations, a Trust is advantageous and there can also be special needs or circumstances that need close attention. Health care instructions, such as Directive to Physicians and Medical Power of Attorney, may be appropriate. We will discuss your needs and assist you in creating a plan that serves your best interests.

A Durable Power of Attorney may be helpful in certain family situations for handling financial or other matters for a family member. A Guardianship may be required if a family member is elderly and incapacitated. In addition, parents of an incapacitated child who is nearing his or her 18th birthday may need a Guardianship in order to have decision-making authority for that child as he or she becomes an adult. Contact us to discuss how we can help you navigate today’s complex medical and financial environment.

Contact the Wortham Law Firm

Contact our attorneys for your probate or estate planning matters. We are dedicated to handling your probate and estate planning affairs in a cost-effective manner. Contact the Wortham Law Firm at 972-744-0445.