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.
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