Know Your Probate Risk Before It Becomes Your Family’s Problem
A free Texas workbook to help you map your assets, spot probate risks, and decide whether a will, trust, TOD Deed, or beneficiary update may be the right next step.
Most Texas families don’t know whether probate is a minor issue—or a future disaster. This free workbook helps you find out before it’s too late.
Prepared by Harvey L. Cox, a Texas estate planning attorney with more than 35 years of experience helping families avoid confusion, delay, and conflict.
- Practicing since 1990
- Texas-focused estate planning
- Consultations by phone, Zoom, or in person
Helping Texas families plan with clarity for over three decades.
After you complete the workbook, you’ll be in a much better position to schedule a focused consultation and discuss what kind of plan actually fits your family.
We offer a complimentary initial estate planning consultation or review.
To reserve dedicated consultation time, a $50 scheduling deposit is required. The deposit is refunded when you attend your appointment or credited toward any services retained. This policy helps us protect appointment availability for all clients.
If you need to reschedule with reasonable notice, we are happy to transfer your deposit to a new appointment time.
Most estate planning problems are not caused by missing documents –
they are caused by assets that were never properly coordinated.
What the Workbook Does
- Identify coordination gaps
- Spot probate risks
- Organize your assets
- Prepare for a meaningful consultation
We offer a complimentary initial estate planning consultation or review.
To reserve dedicated consultation time, a $50 scheduling deposit is required. The deposit is refunded when you attend your appointment or credited toward any services retained. This policy helps us protect appointment availability for all clients.
If you need to reschedule with reasonable notice, we are happy to transfer your deposit to a new appointment time.