Texas Family Estate Planner
Calm, saved progress for a private family plan
Review
Check what the family can rely on.
The MVP separates factual helper-entered information from plan-owner confirmation. This is especially important for elderly or reluctant owners.
Emergency clarity
0%
Important people
0%
Decision-makers
0%
Assets
0%
Gifts
0%
Medical choices
0%
Execution
0%
Owner confirmations
0/7
Emergency answers
Who should your family call first?
Not answered yet
Where are your important papers?
Not answered yet
Who can help with bills?
Not answered yet
Doctors, medications, and care notes
Not answered yet
Strong yes or no wishes
Not answered yet
Important people
Spouse or partner
Not answered yet
Children, stepchildren, adopted children, and deceased children
Not answered yet
Trusted contacts
Not answered yet
Doctors, attorney, CPA, or financial advisor
Not answered yet
Family conflict or special concerns
Not answered yet
Decision-makers
Independent executor
Not answered yet
Backup executor
Not answered yet
Financial agent
Not answered yet
Medical agent
Not answered yet
Disposition of remains contact
Not answered yet
Asset inventory
Home, land, and other real estate
Not answered yet
Bank, brokerage, retirement, and insurance accounts
Not answered yet
Beneficiary designations and transfer-on-death assets
Not answered yet
Vehicles, personal items, collectibles, and valuables
Not answered yet
Business interests, crypto, passwords, and digital assets
Not answered yet
Debts, safe deposit boxes, and important documents
Not answered yet
Distribution wishes
Overall distribution plan
Not answered yet
Specific gifts
Not answered yet
Charities or causes
Not answered yet
Backup beneficiaries
Not answered yet
Unequal gifts or excluded people
Not answered yet
Gift-related concerns
Not answered yet
Medical choices
Medical agent preferences
Not answered yet
End-of-life preferences
Not answered yet
HIPAA and medical information access
Not answered yet
Care preferences
Not answered yet
Spiritual or personal care notes
Not answered yet
Organ donation and body disposition
Not answered yet
Execution and storage
Signing plan
Not answered yet
Witness and notary plan
Not answered yet
Original document storage
Not answered yet
Copies and agent access
Not answered yet
Vault upload plan
Not answered yet
Next review date
Not answered yet
Missing items
Review flags
yellow
Helper entered sensitive choices
A family helper helped enter role appointments. Ask the plan owner to privately confirm the final choices.
yellow
Texas home needs coordination
If a Transfer on Death Deed exists or is created, compare it against the will because deed instructions may control that property.
red
Age and reluctance guardrail
Because the plan owner is elderly or hesitant, the packet should recommend independent attorney review and a clean signing ceremony.