The Overton Law Firm, P.C.

Estate Planning

Instruments & Docs



Free Estate Planning

The Effects of Dying without a Will

Pittfalls of Homemade Wills


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Instruments and Documents Prepared

The Firm is capable of preparing a comprehensive set of documents to complete your plan. Without making an extensive list, we prepare:

  • Wills
  • General, Limited, Medical, and Statutory Powers of Attorney
  • Designation of Guardians
  • Health Care Directives
  • Testamentary Trusts, Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Educational Trusts, Charitable Remainder Trusts, and Bypass or Credit Shelter Trusts
  • Business Succession Buy-Sell Agreements
  • Family Limited Partnership Agreements
  • Limited Liability Companies Articles of Organization
  • Community Property Partition and Trust Funding Agreements

Estate Plan Updates: Our Process and Free Estate Plan Record Saves You Money

We work with you to draft documents to prepare a comprehensive and flexible estate plan that is designed to protect your assets, ensure that your assets are distributed according to your wishes with the smallest expense, and provide for your family. Our planning process starts by gathering information necessary to help you understand whether you need a basic, intermediate or complex estate plan.

Advantageously, the first step in preparing your plan begins with completing our free Estate Plan Record. This record reflects all the relevant information that we would need in order to draft your estate plan and to a great extent all of the information needed to administrate your estate. Once this comprehensive record is completed, it is easily reviewed and updated saving you and your heirs and beneficiaries valuable time and money.

Completed plans should be reviewed at regular intervals, upon special lifetime events, and when changes occur in the applicable laws. We offer custom annual reviews that begin with an update of your Estate Plan Record. We use your updated Record to create an updated model of your estate plan and make the appropriate recommendations. In the event that your record does not need to be updated for lifetime events, changes in the applicable laws are the only issue that needs to be addressed in an update of your plan. This saves you time and money in the update process, and ensures that your estate plan reflects changing conditions in your life as well as the continued support and care of your loved ones.

Estate Plan Questionnaire and Record System


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Copyright 2006 The Overton Law Firm, P.C.
404 Knox Street | Houston, Texas 77007 | Phone 713.861.8300 | Facsimile 713.861.8380
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