Free Estate Planning Tools & Resources
Everything you need to understand, evaluate, and start your family's estate plan — interactive tools, guides, and educational content. All free.
67%
of parents have no estate plan
$15K+
average Texas probate cost
6–18 mo
average probate timeline
100%
of these tools are free
Interactive Tool #1
Estate Planning Readiness Checklist
Check off what you've already done and see where your family's protection gaps are. 22 items across 4 categories — takes about 3 minutes.
Estate Planning Readiness Checklist
22 items across 4 categories · Check off what you've completed
0/22
completed
0% complete
0/8 critical items done
Your family is largely unprotected. The good news? Every gap is fixable.
Named legal guardians for minor children
CriticalNamed backup (alternate) guardians
Written guardian care instructions
Emergency ID cards with babysitter instructions
CriticalCreated trust(s) for children's inheritance
Documented who should NOT get custody
Want a printable PDF version of this checklist with detailed explanations?
Interactive Tool #2
How Much Does Estate Planning Cost in Texas?
Get a ballpark estimate based on your family situation and asset level. Two questions, 30 seconds, no email required.
Estate Planning Cost Estimator
Get a ballpark estimate in 30 seconds
* Estimates based on typical Texas estate planning costs. Your actual investment is discussed during your free planning session.
What best describes your family situation?
Approximate total assets (home, retirement, savings, etc.)?
Interactive Tool #3
Family Emergency Card Generator
Create a printable emergency information card for your wallet, fridge, diaper bag, and babysitters. Fill in the details and print — it takes 2 minutes.
Family Emergency Card Generator
Create a printable emergency card for your wallet, fridge, and babysitters
⚠️ Important: This is a helpful starting point, but it is NOT a legal document. For legally binding guardian designations that protect your children, you need a proper Kids Protection Plan.
🛡️ Want LEGAL protection — not just a card?
This emergency card is a great first step. But for legally binding guardian designations that courts will enforce, you need a Kids Protection Plan.
Learn about Kids Protection PlansThe Texas Parent's Estate Planning Starter Kit
Our most popular free resource. Covers the 7 things every Texas parent needs in place, the #1 mistake that leaves families unprotected, plus a printable guardian selection worksheet. Downloaded by 500+ Texas families.
Starter Guide
7-chapter PDF in plain English
Action Checklist
Step-by-step to-do list
Worksheets
Guardian + asset inventory
Educational Guides
Learn Before You Decide
In-depth guides on every aspect of estate planning for Texas families. Written by a licensed Texas attorney who is also a parent — no jargon, no scare tactics.
Texas Estate Planning Checklist 2026: 7 Documents Every Family Must Have
How many of the 7 essential documents does your family have in place? Start here to find out.
Beneficiary Designations: The Mistakes That Cost Families Everything
Beneficiary designations override your will — and most Texas families have them wrong. Here are the 5 most dangerous mistakes.
Living Trust in Texas: Complete Guide for Families
Do you need a trust or is a will enough? Everything Texas families need to know — no jargon.
What Happens to Your Kids Without an Estate Plan?
The uncomfortable truth about what Texas law does when parents don't have a plan in place.
Why Most Estate Plans Fail (And How to Make Sure Yours Doesn't)
The three silent killers of estate plans — unsigned documents, unfunded trusts, outdated provisions.
LegalZoom vs. a Real Estate Plan: What You're Actually Getting
Why DIY estate planning often costs Texas families far more in the long run.
View All Articles
Browse our full blog →
Prefer to Learn Live?
Join our free online workshop and learn the 5 biggest estate planning mistakes parents make — and how to avoid all of them. Bring your spouse. Ask questions. No sales pitch.
See Upcoming DatesWhat Parents Say:
“Best hour we've ever spent on our family's future. No sales pressure, just real education.”
— The Thompsons, Sugar Land
“I dragged my husband to this and even HE said it was worth it. We booked our session that same week.”
— Jennifer K., Plano
Ready to Go Beyond the Checklist?
These tools are a great starting point. When you're ready for a real plan that actually protects your family, we're here. The first conversation is always free.