LEGAL GUIDES & RESOURCES
Free Texas Legal Guides and Planning Resources
Download practical resources designed to help you understand important estate planning, guardianship and family decisions.
PLAN WITH CONFIDENCE
Start Planning with Clear Information
Legal planning often begins with questions. Who should make decisions if you become incapacitated? Who should care for your children? Where can your family find important documents during an emergency?
Trewick Law Firm provides free educational guides, checklists and worksheets to help Texas families organize information, identify possible planning gaps and prepare for a productive conversation with an attorney.
Select a resource below and complete the short form to receive your free PDF.
PLAN FOR THE FUTURE
Estate Planning Guides
7 Decisions Every Family Should Make Before a Crisis
Learn about seven important decisions involving property, minor children, inheritances, financial agents, medical decisions and beneficiary designations.
Guardianship Guide for Texas Guardians
Understand qualification, Letters of Guardianship, responsibilities of guardians of the person and estate, recordkeeping and ongoing court reporting.
Texas Estate Planning Guide for Parents
Explore guardian nominations, trusts for children, incapacity planning, beneficiary designations and how estate planning changes as children grow.
Estate Planning Essentials for Parents of College Students
Learn which financial and healthcare documents an adult child may need before attending college, moving away or beginning independent life.
Texas Probate Guide
Learn about the Texas probate process, executor responsibilities, estate property, creditor matters and distributions to beneficiaries.
PLANNING CHECKLIST
Estate Planning Checklist
Your Texas Estate
Planning Checklist
Use this self-audit to review your will, powers of attorney, healthcare documents, beneficiary designations and arrangements for locating important information.
PLANNING WORKSHEETS
Free Planning Worksheets
Key Advisors Contact Worksheet
Record contact details for attorneys, accountants, financial advisors, insurance agents, physicians and other trusted advisers.
Important Papers Location Worksheet
Create a clear record showing where your family can find estate-planning documents, financial records, property titles and personal papers.
Family and Close Friends Contact Worksheet
Organize the names, telephone numbers, addresses and relationships of people who may need to be contacted during an emergency.
START PLANNING TODAY
Take the Next Step Toward Protecting Your Future
Get clear, personalized guidance for your estate planning, probate, guardianship, trust administration, or elder law matter.
