Estate planning is not just for the wealthy—it’s for anyone who wants to protect their loved ones, ensure their assets are distributed according to their wishes, and avoid unnecessary legal complications. At The Mattis Law Firm PLLC, we provide personalized estate planning solutions designed to give you peace of mind and security for the future.
Estate planning is essential for everyone, regardless of age or financial status. You should consider an estate plan if you:
Have children or dependents who rely on you financially.
Own property, investments, or a business.
✔ Want to prevent family disputes over inheritance.
✔ Wish to designate who will handle your affairs if you are unable to.
✔ Want to ensure your medical preferences are honored.
Estate planning is the process of organizing your assets, healthcare decisions, and personal wishes to ensure they’re honored after your passing or during incapacitation. It helps protect your loved ones, minimize legal issues, and avoid unnecessary costs and delays during probate.
A comprehensive estate plan typically includes:
Yes. A “pour-over will” is typically used alongside a trust to ensure any assets not transferred into the trust are still directed according to your wishes. Both documents work together to provide full coverage of your estate.
If you pass away without a will, Texas intestate succession laws will determine how your assets are distributed. This may not align with your personal wishes and can lead to family disputes or delays in asset distribution.
You should review your estate plan:
Estate planning is one of the most important steps you can take for yourself and your family. Let The Mattis Law Firm PLLC help you create a customized estate plan that provides security and peace of mind.