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Pro Se Estate Planning Forms Coming to Texas?, Elder Law Attorney, Woodstock, GA


Many state Supreme Courts have pro se forms for people to use when filing different types of legal actions. A Senate proposal in Texas is proposing that the state’s Supreme Court be required to create forms for estate planning and probate.

Many people cannot afford lawyers or they do not believe they need lawyers for their legal needs. This has spawned an industry that sells standardized legal forms for people to fill out and file with the courts. These forms are often cheaper than hiring an attorney on the front-end. On the other hand, if the forms are inaccurate or filled out incorrectly, then hiring attorneys to fix any problems can get expensive.

One response from state courts is to create their own official forms and offer them for free. This is especially common in family law.

The Wills, Trust & Estates Prof Blog reports on a current debate in the Texas Senate to require the Supreme Court to create standardized forms in estate and probate law. The article is titled “Texas Senate Bill Proposes Pro Se Estate Planning Forms.”

One potential downside to this proposal is that it might encourage even more people to think all they need to do estate planning is to fill out a form instead of hiring an attorney. The truth, however, is that the more complex your assets and your family situation is, the more you need an attorney.

If you have few assets and wish to leave them all to your spouse, then a form will might in fact be good enough. When things get just a little bit more complex than that, then you really need the advice of an estate planning attorney.

Contact an experienced estate planning attorney because, when it comes to protecting your loved ones and your assets, do-it-yourself planning puts everything at risk.

Reference: Wills, Trusts & Estates Prof Blog (March 9, 2015) “Texas Senate Bill Proposes Pro Se Estate Planning Forms

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“On the threshold of retirement, we finally decided to quit thinking we could self-prepare the requisite documents. We had previously had only a very simple will. We needed the necessary legal (including updated will) & health care docs but didn’t want to deal with the time & complication of legalese. Cindy made the process relatively painless. She took the time to explain and answer questions without trying to upsell services. We were done in 2 meetings plus the reading of emailed drafts. In addition to preparing the documents, Nelson Eldercare will be there when our adult children need advice on executing the plans we’ve put in place.So glad it’s behind us and would recommend Cindy and her helpful staff.”

- Bonnie

Cindy and her company treat their clients like family. Nelson’s offers clear, direct, and honest guidance in planning for your families security and future. No one wants to actively sit down and make these decisions, but Nelson’s makes this process seamless. I was so impressed with their willingness to answer all questions big or small. So glad I made the decision have them help my mom and dad and now me. You can’t go wrong with Nelson’s Elder Care Law.

- Hope

The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!

- Kerri

I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.

- Charlotte

Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.

- Pierce