Your household · Texas
Work through each tab together. Everything saves in this browser automatically. Use Export to back it up or to send it to your spouse.
| Document | What it does | How many |
|---|---|---|
| Revocable living trust | Holds the house, brokerage and business interest; avoids probate; you stay in control | One, shared |
| Pour-over will | Sends anything left outside the trust into it; names an executor and guardians | One each |
| Statutory durable power of attorney | Lets an agent handle money if you can't (Estates Code ch. 752) | One each |
| Medical power of attorney | Names who makes health decisions (Health & Safety Code 166.164) | One each |
| Directive to physicians | Your wishes on life support (Health & Safety Code 166.033) | One each |
| HIPAA authorization | Lets your agents get medical records | One each |
| Disposition of remains | Who handles burial or cremation (Health & Safety Code 711.002) | Optional |
Name a first choice and a backup for every role. Spouses usually name each other first for the powers of attorney.
| Role | First choice | Backup |
|---|
A trust only controls what you move into it. Each asset shows how it should get there; track it until it's done. Never enter account numbers here.
DIME method: debt, income to replace, mortgage and education, minus what you already have. A planning estimate, not financial advice.
| Line | Spouse 1 | Spouse 2 |
|---|
Term life (20 or 30 years) covers the years your family relies on your income at a fraction of the cost of permanent coverage. Group life through an employer usually ends when you leave the job.
What to do now, what to gather, what gets signed at the attorney's office, and how to fund the trust afterward.
A plain-text intake summary built from everything above. Copy it into an email, download it, or print it for the first meeting.
Erases the plan from this browser. Export a copy first if you might want it back.