Client Care Program

Protecting Your Estate Plan for the Future

Creating your estate plan is one of the most important things you can do for your family. But it's not a one-time event — it's the beginning of an ongoing commitment.

Life changes. Families grow and evolve. Assets shift. Laws and tax regulations are updated. The estate plan that perfectly reflects your wishes today may need adjustments tomorrow to remain effective. Without regular maintenance, even a well-designed plan can become outdated — sometimes without you ever knowing it.

That's exactly why we created the Client Care Program.

As a CCP member, you'll have a trusted legal team in your corner year-round — proactively reviewing your plan, keeping pace with legislative changes, and making sure your estate plan continues to work the way you intend it to.

Your Benefits at a Glance

• Attorney-Led Annual Review — Each year, we'll reach out to schedule a review of your plan with your attorney, covering everything from family and beneficiary updates to asset changes and new legal developments.

• Included Attorney Time — Membership includes up to four attorney hours annually for routine maintenance and minor plan updates, so small changes don't become unexpected expenses.

• Priority Scheduling — CCP members receive priority access to attorney calendars for reviews, follow-up consultations, and time-sensitive matters.

• 25% Preferred-Client Discount — For services that go beyond routine maintenance, active members receive a significant discount on qualifying estate planning work.

• Legislative & Tax Monitoring — Our team tracks changes in estate planning, probate, and tax law on an ongoing basis and will alert you if something affects your plan.

• Member-Exclusive Events — Invitations to educational workshops, planning seminars, and our annual client appreciation event.

Membership is $1,000 per year — a small investment to protect the plan you've worked hard to put in place.

Have questions or want to learn more? Contact our office at 817.900.6529 or info@yourtexaslegacy.com. We'd love to talk.

The first thing an estate attorney will ask you to consider is the important people in your life for whom you want to help secure a future. These important people can include loved ones such as your spouse, your children, your parents, your siblings, other relatives, or your friends. Additionally, important “people” can also include charities, universities, organizations, or churches to which you are committed. You may even have a special pet that you want to provide for in the event of your absence. Make a list of these “important people” with notes about their relationship to you. You are now well on your way to creating an Estate Plan!

When people hear the word “property,” they may think of a house or land. In this case, property refers to any asset you own or control. You will need to think through your assets in terms of their nature (cash, investment accounts, real estate), their value in thousands of dollars, and your ownership interest. Don’t forget to include any life insurance (death benefit), expected inheritances, or business interests. You will also need to ask yourself the following important questions: – Do I own my assets individually? – Do I own my assets jointly? – Do I have a special arrangement like a trust for my assets?

Once you have figured out the important people in your life and have identified your assets, you can then begin the last part of the estate planning process – making a plan for these people and your property in the event of your death or incapacity. To start this process, you need to ask yourself several important questions that are vital to your future, your loved ones’ futures, and the transfer and protection of your property. Who would you want to make financial decisions for you if you could no longer make them? What about medical decisions? Who would you want to have custody of your minor children in your absence? How would you divide your estate among your heirs?