Do You Need a Will or a Trust in Texas?

One of the first questions Tyler families ask about estate planning is whether they need a will or a living trust. In some states, avoiding probate is a major reason to use a trust. In Texas, probate is often simpler, so the answer depends more on your family and your assets.

What a Will Does

A will names who receives your property, who serves as executor, and who would care for minor children. A well-drafted Texas will usually allows independent administration, which keeps court involvement to a minimum. For many families, a will plus proper beneficiary designations is enough.

What a Living Trust Does

A revocable living trust holds your assets during your life and passes them to your beneficiaries at death without probate. You keep control while you are alive and can change it at any time. Assets have to be transferred into the trust for it to work.

When a Trust Makes Sense

  • You own real estate in more than one state
  • You want to keep your estate details private
  • You have minor children or beneficiaries who should not receive everything at once
  • You have a family member with special needs
  • You own a business and want a smooth transition
  • You expect family conflict over your estate

Don’t Forget the Other Documents

Whichever you choose, your plan should include powers of attorney and medical directives so someone can act for you if you become incapacitated. Business owners should also plan for their company through business succession planning.

Frequently Asked Questions

Is probate expensive in Texas?

Texas probate is often more straightforward than in many states, especially with a will that allows independent administration, but costs and time vary by estate.

Can I write my own will in Texas?

Texas recognizes handwritten wills in some cases, but mistakes are common. An attorney-drafted will reduces the risk of problems later.

Talk With a Tyler Attorney

Ready to plan your estate? Learn about our estate planning and probate services. Call Lindsey Birdsong, PC at (903) 595‑6297 or visit our contact page. Our office is at 2307 Dueling Oaks Drive, Suite 103, in Tyler.

This article is general information, not legal advice. Talk with an attorney about your specific situation.

Have a Question?

Every business is different. Call Lindsey Birdsong, PC and talk through your situation with a Tyler business attorney.