Will Drafting

Attorneys in Rockwall and Wylie Assist with Will Drafting

Texas estate planning lawyers help clients create lasting legacies

A properly prepared will is essential to creating the financial legacy you wish to leave your loved ones. At Grob & Associates Law Firm PC, we draft enforceable wills that accurately reflect the goals and wishes of our North Texas clients. Our experienced attorneys, who work from offices in Rockwall and Wylie, develop estate planning documents that distribute assets efficiently and can withstand probate challenges.

Understanding the importance of will drafting

Wills are crucial elements of estate plans, even if you intend to dispose of assets primarily through trusts or other methods. A will lets you specify in writing who should receive any assets in your estate upon your death. But even a small error in preparation can invalidate your will. As lawyers with extensive experience in estate planning, we can guide you through the will creation process to ensure your wishes are carried out when the time comes. 

Benefits of a well-drafted will 

There are numerous benefits to having a comprehensive will. A clearly written document averts confusion and reduces the likelihood of family disputes about who receives certain assets. Skillful estate planning, which can include a will and other legal instruments, might help your loved ones avoid federal estate taxes if your assets exceed the statuory exemption amount. You can also nominate a guardian for your children, name someone to care for your pets and fund nonprofit organizations. We will help you develop a will that establishes your legacy and protects your loved ones. 

Fundamental guidelines for will preparation

In Texas, you must be of sound mind and at least 18 years old (or if below this age, be married or previously married, or serve in the military) to draft a will. Wills must be in writing and signed in front of two witnesses, unless it is a holographic will. Some important considerations during the will drafting process include the following:

  • Beneficiaries you wish to receive your assets
  • Whom to name as executor to guide your estate thorough the probate process
  • If you have minor children, designating a guardian to care for them and someone to manage your children’s property until they reach the age of majority.

Not all assets are transferred as part of one’s estate, such as jointly owned properties, assets owned by a trust and payable-on-death bank accounts. These items do not need to be addressed in the will. Once your will is drafted and signed, give a copy to your executor. If you have an attorney, it is advisable to provide a copy to them as well. Keep the original in a safe place. As your attorneys, we will assist you by making sure your will clearly outlines your wishes and conforms with Texas law. 

If you die without a valid will, assets within your estate are distributed to family members based on Texas intestate succession law. This result often thwarts the intentions of testators and might trigger conflicts over personal relationships and family law rules regarding community and separate property. Your assets could go to people you do not wish to have them, and those you did wish to inherit property may be left with nothing.  

Contact our effective Texas attorneys for will drafting guidance 

At Grob & Associates Law Firm PC, with offices in Rockwall and Wylie, we draft enforceable wills for Texans that accomplish their unique goals. Call us at 972-777-5701 or contact us online to arrange a consultation. 

Client Reviews

Heath Grob provided services to me and to my software development company that were invaluable. Heath’s real-world business background and experience separates him from other attorneys I have used. Heath was cognizant of costs and expedited my eventual solution. Working with Heath, it is clear that...

Scott S.

I am always surprised about how Heath Grob helps me. I own a commercial landscaping company with multiple subsidiaries. Sometimes I have trouble with trucking regulations while hauling materials from our quarries and other times I am dealing with the EEOC or DOL about labor issues. Sometimes I need...

David A.

I knew Heath from when he was in the business world, and I didn’t hesitate to call him when I needed an attorney to help me negotiate the purchase of a light industrial warehouse. During this year and a half long process, we sat down with real estate agents, bankers, developers, general contractors...

Don M.

I used Heath Grob to set up a series LLC to use in my residential rental investment company, and I have kept using him since. I like that he lets me use him in an “a la carte” kind of way without charging me for services I don’t need. He reviews contracts, leases, governmental notices, or what ever...

Ron S.

As a Director of Operations for a franchisee, I run into all kinds of problems. Heath Grob has provided my owner’s group with real value in the form of being available to prevent a future disaster or defuse a negotiation gone wrong. I have had the good fortune of avoiding a lawsuit since we brought...

Morgan G.

I spent 3 years in a contentious and hard fought lawsuit against my commercial landlord who was holding my deposit hostage. Mr. Grob handled the whole case without adding the costs of additional attorneys or expert witnesses. We went to trial in Dallas County and won a lopsided verdict against the...

John E.

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