Estate planning
Comprehensive estate planning and effective use of wealth transfer vehicles, such as wills, trusts and ancillary documents, are some of the best investments you can make on behalf of your family to ensure that their needs are met after you have passed away.
Our “Estate planning” includes many supplemental legal documents needed for a comprehensive estate plan. During life, unexpected events can be costly and embarrassing if the appropriate “ancillary” documents are not in place. Accordingly, our firm prepares the following documents as part of an Estate Plan:
- Declaration of Guardian in Advance of Need
- Declaration of Guardian for Minor Children
- Physicians Directive (also known as a Living Will)
- Power of Attorney for Medical Affairs, HIPAA Release
- Statutory Durable Power of Attorney for Financial Affairs
- Trusts
- Will
These ancillary documents, (along with a valid Will, or often a Trust), complete an estate plan to help you plan for events during your life, at your passing and after death.
Probate
Definition of Probate
The term “probate” is derived from the Latin term meaning “to prove the will.” Probate refers to the process where a court oversees the administration of a deceased person’s estate. Probating a will in Texas is an important legal process that allows the heirs of a decedent to obtain their rightful share in the estate’s assets.
When Probate is Required, Seek Experienced Legal Representation
When probate is required, you can trust Daniel J. Hoffman & Associates. We have experience in probate administration, including the administration of large and complex estates. Please contact our firm if you need further assistance regarding any of the following probate or related matters:
- Probate
- Heirship Determination
- Muniment of Title
- Texas Small Estate Affidavit
- Ancillary Administration