Texas Estate Planning Drafting Software
Texas is a community property state with strong homestead protections and no state income or estate tax. The state offers independent administration, allowing estates to be settled without court supervision. Transfer on death deeds provide probate avoidance for real property.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $75,000
- Property System
- Community Property
Practice Snapshot for Texas Attorneys
Estate planning in Texas is shaped by community property rules. These rules make asset characterization and spousal rights central to drafting and funding decisions. There is no state estate tax. Small estate procedures are available for estates up to $75,000.
Local practitioners routinely navigate: Community property state with unique characterization, No state income, estate, or inheritance tax, Strong homestead protections, and Transfer on Death Deed available.
Common Texas filings and forms include: Texas Deeds, Texas Statutory Durable Power of Attorney, Texas Directive to Physicians (Living Will), Texas Medical Power of Attorney, and Texas Declaration of Guardian. Key Texas statutory touchpoints include: Texas Property Code (community property), Texas Estates Code, Texas Trust Code, and Homestead provisions.
Key Considerations for Texas Attorneys
- —Community property state with unique characterization
- —No state income, estate, or inheritance tax
- —Strong homestead protections
- —Transfer on Death Deed available
- —Independent administration without court supervision
Texas-Specific Documents
State-specific drafting language and formatting aligned with Texas statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Texas Deeds
- —Texas Statutory Durable Power of Attorney
- —Texas Directive to Physicians (Living Will)
- —Texas Medical Power of Attorney
- —Texas Declaration of Guardian
Texas Estate Planning Laws
- —Texas Property Code (community property)
- —Texas Estates Code
- —Texas Trust Code
- —Homestead provisions
What Statular Offers Texas Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
Get Started
Join Texas attorneys using Statular for estate planning document automation.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules