Texas is a community property state. Track asset characterization (community, separate, or mixed) with inception-of-title analysis and source-of-funds tracing. Generate partition and exchange agreements that comply with Texas Family Code § 4.102 requirements for converting community property to separate property.

Texas provides constitutional homestead protection, limiting liens on homestead property to purchase money, taxes, and home improvement loans. The interview captures homestead status and the system preserves these protections in trust planning while avoiding inadvertent waiver of homestead rights.

Texas allows independent administration under Estates Code Chapter 401, enabling executors to manage estates without ongoing court supervision. Wills include the required independent administration language, and the system generates appropriate applications, oaths, and bond waiver provisions.

Durable powers of attorney comply with Texas Estates Code Chapter 752, including the mandatory statutory warning under § 752.051 and the disclosure statement. The form addresses all enumerated powers and includes provisions for real property, banking, tax matters, and digital assets under the Revised Uniform Fiduciary Access to Digital Assets Act.

Texas uses separate documents for healthcare decisions: the Medical Power of Attorney under Health & Safety Code Chapter 166 and the Directive to Physicians (living will). Both documents are generated with proper execution requirements, including the two-witness attestation and notarization options.

1. Intake with Texas-specific prompts

Collect client biographical data, real property details (including homestead status), asset characterization (community vs. separate property), and fiduciary appointments. The interview surfaces Texas-specific issues: community property tracing, homestead protections, and independent administration preferences.

2. Trust, will, and powers drafting

Generate revocable living trusts compliant with Texas Trust Code, pour-over wills with independent administration language under Estates Code § 401.001, statutory durable powers of attorney per Chapter 752, and medical powers of attorney with directives to physicians per Health & Safety Code Chapter 166.

3. Deed and property transfer preparation

Prepare general warranty deeds, special warranty deeds, and transfer on death deeds for trust funding. The system identifies homestead properties and generates appropriate disclaimers. Deeds comply with Texas Property Code recording requirements.

4. Funding documents and asset schedules

Generate assignment of personal property, Schedule A (real property), Schedule B (personal property), and beneficiary designation change letters. Trust schedules distinguish between community and separate property and preserve homestead character.

5. Attorney review and execution package

Review the complete document set with flagged items requiring attorney judgment. Generate execution-ready packages with signing instructions, notary acknowledgments, and self-proving affidavits per Texas Estates Code § 251.104.

Trusts comply with the Texas Trust Code (Property Code Title 9), including spendthrift provisions under § 112.035, trustee powers under § 113.001 et seq., and the Prudent Investor Act under Chapter 117. Certification of trust forms provide third-party acceptance without disclosing dispositive provisions.

Pour-over wills and standalone wills include the self-proving affidavit format under Estates Code § 251.104. The testator and two attesting witnesses sign before a notary, creating a self-proved will that does not require witness testimony in probate.

Wills include language granting independent administration per Estates Code § 401.002, authorizing the executor to act without court orders for routine matters. Applications for letters testamentary include the request for independent administration and bond waiver.

The statutory POA under Estates Code Chapter 752 includes the mandatory warning to principal under § 752.051 and the agent's duties disclosure. All enumerated powers under § 752.102 are available, with special provisions for real property transactions and gift-making authority.

Compliant with Health & Safety Code Chapter 166, Subchapter D requirements: agent appointment, scope of authority, and two-witness execution. At least one witness must be unrelated to the principal and not entitled to any part of the estate.

Texas's advance directive form per Health & Safety Code § 166.032, declaring the principal's wishes regarding life-sustaining treatment in terminal or irreversible conditions. Includes the statutory disclosure and witness requirements.

Allows individuals to designate a preferred guardian for themselves in case of future incapacity, and for minor children. Complies with Estates Code § 1104.202 requirements for designation before incapacity occurs.

Texas allows transfer on death deeds for real property under Estates Code Chapter 114. The beneficiary deed transfers property outside of probate upon death while retaining full ownership rights during lifetime. Revocable until death.

Simplified probate procedure for estates with valid wills and no unpaid debts (other than secured liens). The court admits the will as a muniment of title, allowing property transfer without full administration.

For intestate estates under $75,000, the small estate affidavit under Estates Code Chapter 205 allows heirs to collect assets without formal probate. The affidavit identifies heirs and lists estate assets for distribution.

Used to establish title to real property when the decedent died intestate. The affidavit, executed by a disinterested party with knowledge of the family, identifies heirs and their relationship to the decedent.

Married couples may convert community property to separate property (or vice versa) through a partition and exchange agreement that complies with Texas Family Code § 4.102. The agreement must be in writing and signed by both spouses.

Trust provisions and POA powers addressing fiduciary access to digital assets under the Texas Revised Uniform Fiduciary Access to Digital Assets Act (Estates Code Chapter 2001). Includes provisions for email, social media, cryptocurrency, and online financial accounts.