Texas Estate and Legacy Planning Lawyer

Texas Estate and Legacy Planning Lawyer

Estate and legacy planning is not just for the wealthy but for anyone who wants to make the transition easier for their loved ones after their death. At its core, estate and legacy planning helps you protect your assets, care for your family, and leave a meaningful impact on the next generation. Ultimately, having a thoughtful plan in place is one of the kindest things you can do for your loved ones now to help them prepare for when you pass on.

At Lewis Law Firm, PLLC, we provide compassionate, strategic estate and legacy planning services in Texas. Led by attorney Samantha Lewis, our firm is built on the belief that planning ahead should feel approachable and empowering—not overwhelming. Samantha combines nearly a decade of legal experience with a personal connection to the probate process, bringing legal insight and genuine empathy to every case. Reach out to learn how we can help you create a plan tailored to your situation.

What Is Estate Planning?

Estate planning is a combination of legal tools and strategies that help you:

• Manage and distribute your property when you pass away;
• Plan for your care should you become medically incapacitated;
• Minimize taxes and court involvement;
• Ensure your loved ones are cared for; and
• Preserve your values and vision for future generations.

Your estate includes everything you own, including your home, car, bank accounts, retirement savings, personal belongings, and other property.

What Is Legacy Planning?

While estate planning focuses on legal and financial logistics—like wills, trusts, and powers of attorney—family legacy planning goes further. It helps you define how you want to be remembered and how your beliefs, stories, and intentions can carry on. Together, estate and legacy planning create a roadmap for your property and personal legacy.

What Happens If You Do Not Have an Estate Plan?

Without an estate plan, your loved ones may have to work through confusion, delays, and uncertainty. They may disagree over what is best, potentially leading to interpersonal conflict. Or, they may simply not know how to honor your wishes because you left them with little guidance.

The State Controls Asset Distribution

If you die without a will, your property is distributed under Texas law, called “intestate succession. Depending on what relatives are living when you die, your property may go to a spouse, children, parents, or siblings—even if you had strained relationships or wanted your property to go somewhere else. Important people in your life, such as unmarried partners, close friends, or stepchildren, may be left out.

The Probate Process

Probate is the legal process involving the payment of debts and distribution of assets following the death of a loved one. Typically, probate involves following the terms of a will or, if you do not leave a will, intestate succession laws.

Without a will, the court must appoint an administrator to manage your estate. That administrator may not be the person you would have chosen. In addition, your loved ones may be unable to access crucial funds to pay for expenses like funeral costs, rent, or utilities. Probate is also public, meaning your financial details become part of the court record.

Uncertainty

Without an estate plan, if the unexpected should happen and you are medically unable to make your own choices, your loved ones may have to go to court to get the authority to help you. The same is true if you die without naming someone as the guardian of your children. These processes can be time-consuming and expensive, and the court may appoint someone who does not understand your needs.

What Does Estate and Legacy Planning Involve?

Estate planning is more than just creating a will—it is about making thoughtful, legally sound decisions that provide clarity and protection for your family. An efficient, comprehensive plan helps explain what you want and provides guidance for your loved ones to avoid legal complications when you are gone. It typically includes several key components.

Wills

A will allows you to:

• Name an executor to manage your estate, pay outstanding debts, and distribute your property;
• Explain who should receive what property;
• Designate beneficiaries to receive your property after your death; and
• Appoint a guardian for minor children or other dependents.

Your will instructs your loved ones how to distribute your estate.

Trusts

A trust is a legal arrangement where one person or entity (the trustee) manages assets on behalf of another (the beneficiary). You can create trusts during your lifetime (living or “inter vivos” trusts) or through your will (testamentary trusts). They can also be revocable or irrevocable and designed for various purposes.

Trusts are not just for the wealthy. They are valuable tools that can enable you to provide for loved ones, place rules on how and when to distribute assets, and bypass probate, allowing you to provide for your loved ones sooner.

Powers of Attorney and Advance Directives

A durable power of attorney document appoints someone to make financial or medical decisions for you if you become incapacitated. You can limit the power of attorney’s authority, and your power of attorney becomes authorized to act on your behalf if—and only if—you become medically incapable of making your own decisions.

Advance directives, among them living wills, allow you to specify your medical treatment preferences, such as whether you want life support, resuscitation, or other medical interventions. These instructions help your loved ones honor you without having to guess your wishes.

What Does an Estate and Legacy Planning Lawyer Do?

At Lewis Law Firm, PLLC, we walk with you every step of the way to create a comprehensive, efficient plan. We prioritize:

• Listening first to understand your goals, family dynamics, values, and priorities;
• Explaining estate planning options in easy-to-understand language so you can make informed decisions;
• Crafting a custom plan fitting your unique circumstances;
• Preparing for life changes like marriage, divorce, births, or health challenges that could affect your plan; and
• Minimizing the chance of confusion or disputes among loved ones.

We also ensure your documents are easily understood, accessible, and ready when needed.

Start Planning Your Legacy with a Texas Estate Planning Lawyer Today

At Lewis Law Firm, PLLC, we bring deep legal experience, economic insight, and a heartfelt commitment to helping clients reduce stress and avoid costly legal complications. We call the process estate and legacy planning because it is not just about transferring property—it is about leaving the ones you care for with clarity and peace of mind. Schedule a consultation with a Texas estate planning lawyer today to create a plan that reflects your life, your legacy, and what matters most to you.