Free Resources
Download our comprehensive guides to help you navigate estate planning and probate.
Not sure which first step fits? Start with the 60-min: Legacy Blueprint Consultation if you need clarity. Choose the 120-min: Planning Design Session if you are ready to move into plan design.
Free Downloadable Guide
Not sure whether a will or a trust is right for your family? This plain-English guide breaks down how each tool works in Texas, when each makes sense, and what happens if you choose the wrong one.
Written by
Antoinette Bone
A Definitive Guide
A comprehensive guide to begin settling your loved one's affairs. This step-by-step resource helps you navigate the often overwhelming process of handling an estate after the loss of a loved one.
Written by
Antoinette Bone
Alternatives to Consider
Not sure if guardianship is the right path? This practical checklist walks you through the key questions to ask, the alternatives available in Texas, and how to protect your loved one without the burden of a full guardianship proceeding.
Written by
Antoinette Bone
Take the First Step
Choose the first step that fits where you are right now.
For those who need clarity before moving into plan design. Choose this consultation if you want to assess your situation, identify key priorities and risks, and determine the right planning path before moving forward.
Legacy Blueprint ConsultationFor those ready to begin designing their plan. Choose this session if you are ready to move forward with creating or updating your estate plan and want to begin the design process.
Planning Design Session