Guides for the people who'll have to act

Easy guides for executors, powers of attorney, healthcare proxies, and funeral agents — the people stepping in when someone can't manage things themselves.

Planning Ahead

You're organizing your estate before it's needed.

Estate Planning in Texas: What to Organize Before You're Gone

The documents every Texan should have in place — and where to keep them so your family and executor can actually find them when it counts.

For Executors

You're settling the estate.

How to Settle an Estate in Texas: An Executor's Step-by-Step Guide

Named executor in Texas? Here's probate start to finish — the shortcuts that skip full probate, the four-month creditor period, and the deadlines that actually matter.

Your First 30 Days as an Executor: What to Do, in Order

A step-by-step walkthrough of the first month after a death, so nothing falls through the cracks.

For Financial POAs

You're managing money and property.

Financial Power of Attorney: What You Can and Can't Do

Your authority as a financial POA has real limits. Here's where the line is, and how to stay on the right side of it.

For Medical Proxies

You're making healthcare decisions.

Healthcare Proxy: Making Decisions When Your Loved One Can't

How to step in for a family member who can't speak for themselves — and how to work with the care team instead of against it.

For Funeral Agents

You're handling arrangements.

Funeral Agent: Handling Arrangements with Confidence

If you're named to handle funeral arrangements, here's what you're responsible for and how to avoid the most common disputes.