FREE FOR READERS OF THE TEXAS ESTATE PLANNING GUIDE
Your free Estate Planning Toolkit
Eight print-ready worksheets that go with The Texas Estate Planning Guide. Use them to get organized before you sit down with an attorney.
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Texas Estate & Probate Series · 2026 Edition
Get organized before you meet your attorney
Who it's for
Texas adults putting a will, powers of attorney and medical directives in place, and the family members who will carry out the plan someday.
What's in the toolkit
Tool 1: Estate inventory and fiduciary worksheet
Tool 2: Four-document checklist
Tool 3: Signing-day ceremony checklist
Tool 4: Beneficiary-designation audit
Tool 5: Executor's first-90-days calendar
Tool 6: Safekeeping and access plan
Tool 7: Common mistakes audit
Tool 8: Questions for your attorney, plus a review-triggers card
Why readers can trust these guides
Every STACKED LEGAL guide is written in plain English, cited to the law it covers, and dated so you know how current it is.
Cited, so you can check it
Every rule names the statute or regulation it comes from.
Plain English
Written for the person in the situation, not for lawyers.
2026 Edition
States when it was written and the law it relies on.
Legal education, not legal advice. STACKED LEGAL® is a publisher, not a law firm. Using this checklist creates no attorney-client relationship and promises no outcome. Laws change; verify current law and talk to a licensed attorney in your state about your situation.