FREE FOR READERS OF THE TEXAS TRUSTS GUIDE
Your free Trusts Toolkit
Eight print-ready worksheets that go with The Texas Trusts Guide. Use them to plan, fund and keep your trust current.
✓ What you will get on one printable page
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Texas Estate & Probate Series · 2026 Edition
A trust only works if it is set up and funded
Who it's for
Texans creating a living trust, the people named as successor trustees, and beneficiaries who want to understand their rights.
What's in the toolkit
Tool 1: Trust creation checklist
Tool 2: Trust funding checklist and master asset list
Tool 3: Successor trustee's action calendar
Tool 4: Annual trust review checklist
Tool 5: Beneficiary rights card
Tool 6: Trust-type selector
Tool 7: Common mistakes audit
Tool 8: Questions for your trust attorney, plus a cost reality 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.