Texas Estate Planning Resources

Practical tools, trusted guidance, and educational resources to help Texas families make informed estate planning decisions.

Whether you are just getting started or refining an existing plan, these resources are designed to help you move forward with clarity and confidence.

Start Here: Free Planning Workbook

The Texas Probate Risk Workbook

Not sure where to begin?

This complimentary workbook helps you organize important family, property, and beneficiary information while identifying common probate and estate planning risks Texas families often overlook.

It is an excellent first step before creating or updating your estate plan.

Books by Harvey L. Cox

Written to help families better understand estate planning before problems arise.

Common Estate Planning Mistakes People Make & How You Can Avoid Them

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A practical guide explaining frequent planning mistakes that can cost families time, money, and peace of mind – along with clear strategies to avoid them.

The No-Nonsense Guide to Texas Estate Planning

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A straightforward Texas-focused guide covering Wills, Trusts, Powers of Attorney, Probate concerns and the key decisions every family should understand.

Classes & Educational Presentations

For those who prefer to learn through guided explanations and real-world examples.

On-Demand Webinars

Watch educational presentations on estate planning, probate avoidance strategies, and protecting your family’s future – on your schedule.

Wills & Trusts: How to Avoid the 3 Biggest Mistakes

Most Texas families don’t need more information—they need a clear way to avoid the common mistakes that cause probate delays, confusion, and unintended outcomes. In this free on-demand webinar, I’ll explain the three biggest mistakes I see with wills, trusts, deeds, and beneficiary designations, and how to avoid them.

Watch first, then download the Texas Probate Risk Workbook so you can map your assets and plan your next steps.

Watch the Free Training

5 Threats to Your Family’s Assets

In this paid on-demand workshop, I’ll walk you through the five biggest threats I see to Texas families’ assets and inheritance—lawsuits/creditors, taxes, market crashes, long-term care costs, and probate delays. The goal is to help you spot where you’re most exposed and decide what to prioritize next.

In this workshop, you’ll learn:

• Why most estate plans fail when families need them most

• The 5 specific threats that can destroy your legacy

• Real Texas examples from 35+ years of legal practice

• How to protect against lawsuits, taxes, and long-term care costs

• The difference between wills and trusts (and which you need)

• How to avoid probate and save your family thousands

Paid on-demand workshop. Instant access.

Register now

Live Classes & Workshops

Join upcoming live sessions where common estate planning questions are explained in clear, practical language.

Benefits of attending live estate planning classes:

  • Ask questions in real-time about your Texas estate planning needs
  • Meet other Central Texas families planning for their future
  • Receive handouts and estate planning resources to take home
  • Get personalized guidance on avoiding probate in Texas
  • Learn from experienced estate planning professionals in a comfortable setting
  • Discover how to protect assets from nursing home costs and creditors

Learn How to Protect Your Family’s Future with Expert Estate Planning Guidance

As part of McLennan Community College’s Continuing Education Program, we offer an Estate Planning and Asset Protection Planning class each semester. The class meets twice a week for two hours each night. In this class, we cover the basics of estate planning with wills, trusts, and related documents. We also cover issues related to Social Security, Medicare, and Medicaid. Additionally, we cover what you need to know about how Texas law protects your assets and what you can do to protect those assets not automatically protected under Texas law.

You can find the dates and registration information for these classes HERE.

Texas Estate Planning Articles & Guides

Helpful reading on common questions and planning issues..

Need Personal Guidance?

Online resources are helpful – but every family situation is different.

If you would like to experience Texas-specific legal guidance tailored to your family, assets, and goals, I invite you to schedule a private consultation.

Consultations are limited.

Please have your spouse’s availability handy. It is important that spouses attend together.

We offer a complimentary initial estate planning consultation or review.
To reserve dedicated consultation time, a $50 scheduling deposit is required. The deposit is refunded when you attend your appointment or credited toward any services retained. This policy helps us protect appointment availability for all clients.

If you need to reschedule with reasonable notice, we are happy to transfer your deposit to a new appointment time.

About Harvey L. Cox

For decades, Harvey L. Cox has helped Texas families navigate estate planning with practical advice, plain-English explanations, and personalized solutions designed to protect what matters most.