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The Importance Of Estate Planning

It’s no secret that the majority of future disputes can be avoided by proper estate planning in the present. By working with an experienced attorney, you can clarify your wishes involving heirs and the distribution of assets.

At Jones Sullivan PLLC, our lawyers have a thorough understanding of Texas estate planning and probate law. Even if you have completed a comprehensive estate plan before moving to Texas, it is wise to discuss the matter with a local attorney as there are often differences from state to state.

We can guide our clients through discussions and drafting of documents including:

  • Wills
  • Trusts
  • Powers of attorney
  • Living wills
  • Advanced health care directives

Generally, these documents can be as general or detailed as you’d like. Our legal team will guide you through this process, alerting you to potential disputes and helping you identify contingencies.

What Is The Probate Process?

The loss of a loved one is difficult. The last thing you need is a stressful and confusing probate process. With a comprehensive knowledge of the probate process, Jones Sullivan PLLC can show you how to best resolve contested probate issues. This includes helping to name and/or work with an already defined executor to address all aspects of estate administration such as:

  • Inventorying of estate assets
  • Asset appraisal
  • Notifying creditors and paying any debts
  • Collecting debts owed
  • Addressing all tax issues
  • Distributing assets

It is important to recognize that executor duties can be complex depending on the assets and issues involved. If he or she mismanages these assets, he or she can be held liable. Do not try to do this on your own.

Many family disagreements are rooted in one person disputing or contesting the will or trust. They might challenge a document based on allegations of forgery, fraud, duress or lack of mental capacity. It is the role of the attorney to ensure these disputes are properly investigated and vetted through either negotiation or courtroom litigation.

Call 830-730-4200 or email the firm to schedule a free initial consultation to discuss any aspect of probate with an attorney at our office. With offices in Canyon Lake, we are prepared to help clients throughout the state.