ESTATE PLANNING

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At Mohr Law Group, we believe estate planning is about more than just documents — it's about peace of mind. Whether you're a young family just starting out or a professional with growing assets, we help you create a plan that protects your loved ones, honors your wishes, and secures your legacy for generations to come.

Securing your family's future is the ultimate act of love. Plan wisely, then live fully.

What is Estate Planning?

Estate planning involves creating a plan and preparing documents to manage an individual’s asset base in the event of incapacitation or death. This includes bequesting assets to heirs and reducing or eliminating estate taxes. It also involves planning ahead to ensure that your children are well-cared for and your affairs can be managed by the person of your choosing if you are no longer able to do so yourself.

Why is Estate Planning Important?

Too many people put off estate planning, thinking it’s only for the wealthy or the elderly. In reality, everyone needs a plan — especially parents of young children, business owners, and anyone who wants to make things easier for the people they love.

A thoughtful estate plan can:

Designate guardians for your children
Avoid the cost and delay of probate
Control how and when your assets are distributed
Minimize family conflict and confusion
Protect your privacy and financial legacy

Our Approach

At Mohr Law Group, we take the time to get to know you, your family, and your values. We’ll walk you through your options, explain things in plain English, and help you make informed decisions with confidence.

We offer flat fees for most estate planning packages and virtual or in-person consultations designed to fit into your busy schedule. Our goal is to make estate planning easy, accessible, and meaningful — not overwhelming.

Have questions about estate planning? Don't know the difference between a will and a trust? Wondering if you really need estate planning documents?

Our FREE Estate Planning Essentials Guide is the best place to start.

Download the Guide

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Here are just some of the tools we use as a part of our clients' estate plans.

Will

A will allows you to direct how your property will be distributed, name guardians for your children, and appoint someone to carry out your final wishes.

Revocable Living Trust

A revocable living trust helps avoid probate, manage your assets during incapacity, and ensure a smooth transfer of your estate to loved ones after death.

Directive to Physicians

Also known as a living will, this document lets you express your wishes about end-of-life medical care. It is a gift to the person tasked with making that difficult choice.

Transfer on Death Deed

This deed allows you to transfer real estate to a beneficiary upon your death without the need for probate. It can be used on its own or as part of a trust plan.

HIPAA Release

This document gives your loved ones and/or agents legal permission to access your medical information and communicate with healthcare providers on your behalf.

Irrevocable Living Trust

An irrevocable trust is a powerful tool for asset protection, tax planning, and long-term care planning. There are many types for your needs and goals.

Medical Power of Attorney

This document authorizes a trusted person to make healthcare decisions on your behalf if you become unable to do so because of incapacity.

Durable Power of Attorney

A durable power of attorney lets you appoint someone to handle financial and legal matters for you if you’re incapacitated or unavailable.

Special Needs Trust

A special needs trust (AKA a supplemental needs trust) manages and protects assets for a loved one with a disability without jeopardizing their government benefits.

Designation of Guardian

This document allows you to name who you would and would not want to serve as the legal guardian of your person and estate if a court ever needs to appoint one for you.

Designation of Burial Agent

This form designates a trusted individual to carry out your burial and funeral wishes, reducing stress and uncertainty for your family and honoring your wishes.

Personal Property Memo

This document lets you easily make detailed gifts of personal items — like heirlooms or sentimental belongings — without needing to revise your will or trust in the future.

ESTATE PLANNING FAQs

Have questions about the estate planning process? Here are some answers to frequently asked questions.

Do I really need an estate plan if I'm not wealthy?

Yes - absolutely. Estate planning isn’t just for the wealthy or for those in poor health or nearing retirement age — it’s for anyone who wants to protect their family, name guardians for their children, and ensure their wishes are followed if something unexpected happens. It's also for anyone who wants to make sure their loved ones aren't left with the burden of handling an un-planned estate and to prevent court involvement.

How does the Estate Planning process work?

It begins with an initial consultation to learn about your goals and circumstances. Then, you’ll complete a detailed worksheet to help us tailor your plan. Drafts are typically ready within 2–3 weeks, and after your review and any needed edits, we schedule a signing ceremony. You’ll receive a digital portfolio and a professionally assembled hard-copy portfolio, complete with detailed instructions and helpful information.

What happens if I die without a will in Texas?

If you die without a will, your estate will be distributed according to Texas intestacy laws — which may not reflect your wishes or your family’s needs. This is especially true if you are a part of a blended family. Your estate may also end up in "Dependent Probate," which is court-supervised, long, and expensive. A court will also decide who cares for your children and manages their assets, which often increases time and cost, as well.

How often should I update my estate plan?

You should review your estate plan every few years, or after major life events like a marriage, divorce, birth of a child, or significant financial change. You should also review your estate plan if you move to a new state, acquire a business, or purchase new real estate. We also recommend a check-in at least every 3 to 5 years, regardless of whether any major life events have occurred, to make sure there have been no legal changes.

Can I make my own estate plan online?

Yes - but you get what you pay for. Online forms may seem convenient, but they often fail to comply with Texas law or address your unique family dynamics. Unfortunately, by the time someone realizes online forms weren't enough, it's already too late. A professionally prepared estate plan ensures your documents are legally valid and truly reflect your wishes.

How much does Estate Planning cost?

We offer flat-fee estate planning packages tailored to your needs. Costs vary depending on whether you need a simple will-based plan or a more complex trust-based plan. We also offer packages for single people and married couples to reduce the cost. Contact us for a personalized quote.

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Ready to Get Started?

There’s no better time than now to plan for the future. Schedule your estate planning consultation today and take the first step toward protecting everything you've worked so hard to build.

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