Estate Planning
Gain peace of mind knowing your estate plan is set to protect your legacy and loved ones.
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Need a will and trust attorney to ensure your legacy with a will that reflects your wishes and protects your family’s future?
Contact UsHave you considered the fate of your assets and loved ones without a will? Rodgers Selvera PLLC recognizes the importance of securing not just your assets but also your total legacy. We’re adept at navigating all aspects of will planning for individuals in or out of the entertainment industry. Let us guide you with sensitivity and expertise so that your family and life’s achievements are well-cared for.
At the heart of any estate plan is a will. A will does far more than designate who receives your assets; it serves as your voice, outlining guardians for your children, specifying your wishes for personal items, and guiding the settlement of your estate. Having a will is crucial for everyone, regardless of the size of your estate and we can help you create a will that reflects your wishes.
A will is a major component in the estate planning process, providing clear instructions for the distribution of your assets after your death. It’s your opportunity to make thoughtful decisions about who should inherit your possessions, from significant financial assets to cherished personal effects, and to designate an executor you trust to oversee the process.
Without a will, you lose control over who inherits your assets. State laws, known as intestacy laws, will determine how your assets are divided, and those may not align with your wants or family’s needs. This can lead to unintended beneficiaries, potential family disputes, and a lot of additional legal complications that could’ve been easily avoided with a will in place.
A will offers a sense of security and protection for your family and assets. By explicitly stating what you want, you can prevent misunderstandings among family members, ensure the care of minor children by appointing guardians, and safeguard the financial stability of your loved ones. It’s not just about distributing your assets; it’s about leaving a legacy of care and intention.
Even though a will ensures that your voice is heard after you pass away, having your affairs in order with a will in place can provide a lot of peace of mind right now. Who will take care of your children? What happens to real estate? How can your business interests continue without disruption? A will locks in your answers to all of these and more.
Without a will, the court decides who will care for your minor children if you can’t. By appointing a guardian in your will, you ensure your children are cared for by someone you trust, maintaining your parental influence even in your absence.
A will allows you to dictate exactly how your assets, including money, property, and personal belongings, are distributed among your heirs and beneficiaries. This control helps prevent disputes among surviving family members and ensures your assets are passed on according to what you want.
Choosing an executor gives you the opportunity to select a responsible person or institution to manage your estate’s affairs. This role involves paying off debts, managing assets, and ensuring your will’s instructions are followed accurately, making the estate settlement process smoother for your loved ones.
Beyond financial assets, a will can specify what happens to personal and sentimental items that might not have significant monetary value but hold emotional significance. This can include family heirlooms, letters, or even instructions for the care of pets, ensuring these treasures are respected and cherished as you intended.
Having a will is about making decisions that reflect your care for family, friends, pets, and the causes you support. Beyond mere asset distribution, it’s about ensuring that your passing doesn’t create unnecessary stress or discord among those you care about. A will offers guidance, clarity, and protection for the things and people that matter most to you.
For many, pets are considered part of the family, and a will can include provisions for their care. Likewise, it can specify donations to charities, ensuring support for causes you believe in, or make particular bequests to individuals—be it real estate, business interests, heirlooms, or personal items.
By clearly outlining your wishes, a will can simplify the probate process, making it faster and less cumbersome for your beneficiaries. Additionally, strategic planning within a will can help minimize the estate taxes levied, preserving more of your estate for those you seek to benefit.
Creating a will is a lot easier than you might think, and, at our firm, we ensure this process is as smooth and comprehensible as possible. Throughout each step, our aim is to provide clarity and peace of mind, demystifying the legal process and ensuring you feel confident, informed, and at ease that your final wishes will be honored just as you envisioned.
Our journey together begins with an in-depth consultation where we aim to understand your personal circumstances, your assets, and, most importantly, your goals. This conversation lays the groundwork for your will, ensuring it aligns perfectly with your wishes for your loved ones and assets.
Armed with a clear understanding of your intentions, we proceed to draft your will. This step involves meticulous attention to legal details and requirements to ensure your will is valid and enforceable. We focus on clear, concise language that accurately reflects your decisions regarding guardianship, asset distribution, and any special instructions you have.
Once the initial draft is prepared, we review it together. This collaborative stage allows you to make informed decisions, ask questions, and request changes. Our goal is to ensure that the final document precisely mirrors your wishes. We’re committed to revising the draft as needed to achieve this.
After ensuring the will accurately represents your desires and meets all legal standards, we move to finalize it. This crucial step involves signing the document in the presence of witnesses, a formal procedure that legally validates your will. We’ll guide you through this process, ensuring every legal requirement is met for the will to be recognized.
Whether you need a Houston will attorney or you’re located in Dallas, our compassionate team is ready to help with your will drafting and estate planning needs. We have the legal acumen while genuinely caring about your peace of mind and the fulfillment of your directives. Let us guide you through this essential process with the expertise, care, and commitment you deserve.
Our attorneys bring a wealth of experience and a deep understanding of estate law to the table. We’ve successfully navigated the complexities of will drafting and estate planning across a spectrum of situations, ensuring each client’s wishes are effectively captured and legally solid. We’re adept at foreseeing and addressing potential issues before they arise.
At Rodgers Selvera PLLC, we believe in the importance of a personal touch. We know that discussing the future and the eventual passing of assets can be sensitive topics, so we approach each conversation with the utmost compassion and understanding. Our goal is to make you feel supported and understood, tailoring our services to reflect your unique life, values, and wishes.
We’re dedicated to translating your desires into clear, unequivocal legal documents. Ensuring your will is unambiguous and legally binding is paramount to us because we understand the importance of having your wishes honored exactly as you envision. Our meticulous approach to legal documentation is designed to prevent misunderstandings and disputes.
We believe in empowering our clients through education, helping you understand the legal landscape and how it impacts your estate planning. This knowledge enables you to make informed decisions and feel truly involved in the creation of your will and estate plan.
Life changes, and so might your estate planning needs. Whether it’s the birth of a new family member, a significant purchase, or any other life event, we’re here for you after your initial will is drafted, ready to update your documents as your life evolves so that your estate plan remains aligned with your current circumstances and future goals.
In Texas, a trust must have a clear purpose, a designated trustee, identifiable beneficiaries, and the grantor must properly convey assets into the trust. The trust agreement must be in writing, and certain types of trusts require notarization.
An attorney specializing in estate planning or probate law is best suited for drafting wills — and that’s us. Our team at Rodgers Selvera PLLC has the specific knowledge and experience to ensure your will meets legal requirements and accurately reflects your wishes. Best of all, we have locations in Houston and Dallas so if you’ve ever wondered, “Is there an amazing will attorney near me?” You’ve found us.
While a will can streamline the probate process, it doesn’t completely avoid it. Assets solely in the deceased’s name typically go through probate, but those with designated beneficiaries, like life insurance policies, or those held in a trust, can bypass it.
It’s advisable to review and possibly update your will every three to five years or after significant life events, such as marriage, divorce, the birth of a child, or the acquisition of substantial assets.
While you can write your own will, using an attorney ensures that the document complies with state laws and fully captures your intentions. DIY wills risk being vague, incomplete, or not legally binding.
Dying without a will (intestate) means your assets will be distributed according to Texas state laws, which may not align with your wishes. This can lead to unintended beneficiaries and potentially complicated legal situations for your heirs.
While you cannot leave assets directly to a pet, you can designate a caregiver and allocate funds for your pet’s care through your will, ensuring they are well looked after in your absence.