Estate Planning in Fayette County

Thoughtful, thorough planning for families in La Grange, Schulenburg, Flatonia, and Round Top.

Fayette County’s communities include retirees, young families, long-time ranch owners, and multi-property households. We create estate plans that reflect your life, your values, and your goals.

Estate Planning Services

  • Wills

  • Living trusts

  • Powers of attorney

  • Medical directives

  • Lady Bird deeds

  • Small-business succession planning

  • Real-property transfer documents

Why Choose Us

  • Experience with Fayette County probate

  • Insight into rural and agricultural estate issues

  • Clear, transparent planning

  • Personalized attention

 FAQs

  • our will would be probated in Fayette County, Texas at the courthouse, located at 151 N. Washington St., La Grange, TX 78945. The process would be handled by the Fayette County Clerk, who handles probate matters, or the Fayette County Court

    Key locations and contacts

    • Physical address: 151 N. Washington St., La Grange, TX 78945.

    • Fayette County Clerk: Handles probate and estate settlement matters.

    • Fayette County Court: The County Court has civil jurisdiction for matters up to 

      .

    • District Clerk: For the 155th Judicial District Court (which includes Fayette County), you can contact the District Clerk at 979/968-3548. 

    Before you go

    • Call ahead: It is recommended to call the County Clerk's office ahead of time to see if an appointment is necessary, as their busy schedule may require one.

    • Plan to arrive early: Parking may be limited, and you will need to go through security, which includes metal detectors.

    • Prepare for security: Be aware that cell phones may not be allowed inside, and you may need to turn yours off or leave it outside. 

  • Yes, you should strongly consider a trust instead of just a will for commercial property or farmland, as it can help avoid the lengthy and complex probate process, provide privacy, and offer more control over how assets are managed and distributed. While a will only takes effect after death, a trust can manage your assets during your lifetime and can be used to specify how the property should be managed, who receives income from it, and how it is ultimately transferred to heirs, potentially preventing its sale for a period of time. 

    Advantages of a trust

    • Avoids probate: Assets in a trust pass directly to beneficiaries without going through court, which can be a significant advantage in Texas, where the probate process can be complex and time-consuming.

    • Maintains privacy: Unlike a will, which becomes a public record after probate, a trust keeps ownership details confidential.

    • Manages the property during life and after death: A trust can be used to manage the property if you become incapacitated and can control how the property is used and distributed after your death.

    • Provides control over distribution: You can set conditions for how and when your heirs receive assets, such as receiving income from the property without owning the land outright, or preventing the immediate sale of the land.

    • Simplifies succession: A trust can facilitate a smoother and faster transfer of the farm or business to the next generation. 

    Potential considerations

    • Complexity and cost: Setting up a trust can be more complex and expensive upfront than drafting a simple will.

    • Tax implications: While a trust can have tax benefits, it's crucial to consult with an expert to ensure it doesn't negatively affect property tax classifications, such as the "Ag Homestead" classification for farmland, especially if multiple trusts or owners are involved.

    • Trustee selection: You'll need to select a trustee who will manage the property according to your instructions. This could be a family member, an attorney, or a professional trust company. 

    Conclusion

    Given the complexity of owning commercial property or farmland, a trust is often a better option than a will alone because it provides greater control, privacy, and efficiency in the transfer of assets. However, it is essential to consult with a qualified estate planning attorney in Fayette County to discuss your specific assets and goals to determine the best approach for your situation. 

  • o ensure your powers of attorney (POA) remain valid and recognized in Fayette County, you must adhere to Texas state law, as county requirements are based on state statutes. The core requirements for validity are proper execution (signing and notarization) and ensuring the document's language meets legal standards, especially regarding durability. 

    Key Steps to Ensure Validity

    • Ensure Proper Execution: A Texas financial durable power of attorney (DPOA) must be in writing, signed by the principal (the person granting the power), and the signature must be acknowledged by a notary public. A medical POA can be either notarized or signed by two qualified adult witnesses.

    • Include "Durable" Language: To ensure the POA remains effective if you become incapacitated, it must explicitly state that it "is not affected by my subsequent disability or incapacity". Without this language, the POA is a general one and terminates upon incapacitation.

    • Use Statutory Forms (Recommended): Texas provides statutory forms for DPOAs and Medical POAs, which are presumed legally sufficient if properly completed and executed. Using these forms helps ensure all legal requirements are met and can improve the likelihood of acceptance by third parties.

    • Be Specific About Powers: Clearly and explicitly state the specific powers granted to your agent in the document. General or blanket statements may not be sufficient for certain actions, such as making gifts or conducting complex financial transactions.

    • Record for Real Estate Transactions: If the agent's authority includes any real estate transactions (e.g., selling, leasing, or encumbering property), the POA must be filed with the Fayette County Clerk's office in the county's real property records where the property is located before or at the time of the transaction.

    • Store Safely and Distribute Copies: The original document should be stored in a safe place. Provide copies to your agent(s), banks, healthcare providers, and other relevant institutions to ensure they are aware of the agent's authority and have the necessary documentation on file.

    • Review and Update Periodically: Laws change, as do personal circumstances and relationships. Periodically review your POA (every 3-5 years or after major life events like divorce, relocation, or significant health changes) and update it if necessary to ensure it still reflects your wishes.

    • Consult a Texas Attorney: To ensure the document is tailored to your specific situation and complies with all current Texas and Fayette County requirements, especially for complex estates or unique situations, consult a qualified Texas estate planning attorney. 

    By following these guidelines, you can significantly enhance the likelihood that your powers of attorney will be considered valid and legally binding in Fayette County and throughout Texas.

  • If you relocate, your real estate in Fayette County remains yours. However, if you become incapacitated, your loved ones will likely need to seek a court-appointed guardianship to manage your property, which can be a costly and time-consuming process. To avoid this, you should create a comprehensive estate plan that includes a durable power of attorney (POA) and possibly a living trust to appoint a successor to manage your affairs. 

    For incapacitation

    • Without a POA or trust: A court must step in to declare you legally incapacitated and appoint a guardian for your estate. This is a lengthy, expensive, and stressful process for your family.

    • With a durable power of attorney: You can designate someone you trust to manage your financial and property matters if you become incapacitated. The POA remains in effect until you revoke it or you are no longer incapacitated.

    • With a living trust: A living trust allows you to appoint a successor trustee who can step in and manage your property without court intervention, avoiding the need for a guardianship. 

    For relocation

    • Relocating does not directly affect your ownership of real estate in Fayette County.

    • You will need to ensure your property management plan is up-to-date and the person you have appointed is able to handle your affairs from a distance if you are the one relocating. 

    Key steps to take

    • Consult an estate planning attorney: An attorney in Texas can advise you on the best options for your specific situation and ensure your documents comply with state law.

    • Draft a durable power of attorney: This document allows you to name a person to act on your behalf for financial matters.

    • Consider a living trust: A living trust can be an effective tool for managing your assets during your lifetime and transferring them after your death, avoiding probate court.

    • Keep your documents updated: Regularly review and update your estate plan to reflect any changes in your life or assets. 

  • Estate-planning documents should be updated every 3 to 5 years, or immediately following any major life event like marriage, divorce, or having children. Other triggers include significant changes to your financial situation, such as acquiring or selling major assets, or changes in relevant state or federal tax laws. 

    Regular reviews

    • Every 3-5 years: Even without a major life event, it is wise to review your estate plan periodically. This helps account for changes in tax laws or other legal updates that may not be immediately apparent.

    • Review with an attorney: During a regular review, it is recommended to consult with an attorney to ensure your documents remain valid and effective under current laws. 

    Major life events

    • Marriage or divorce: Update your plan immediately after getting married or divorced to ensure your spouse is appropriately included or excluded from your will or trust.

    • Birth or adoption of children: If you have children, you will need to update your plan to provide for them and name a guardian.

    • Death of a family member: Update your plan to remove a deceased beneficiary, executor, or power of attorney.

    • Moving to another state: Estate planning laws vary by state. If you move, you must update your plan to ensure it is valid under the new state's laws. 

    Financial and legal changes

    • Significant wealth changes: If you experience a large increase or decrease in wealth, you should update your plan to reflect the new financial reality.

    • Real estate transactions: The purchase or sale of major assets, particularly real estate, should trigger an update to ensure your documents accurately reflect your property ownership.

    • Changes in your own goals or mind: If you simply change your mind about who you want to inherit your assets or serve in a key role, you should update your plan to make the changes official.

    • Changes in tax law: Review your plan to ensure it still aligns with current state and federal tax laws, as changes can impact how your estate is taxed. 

Serving La Grange, Flatonia, Schulenburg, Round Top, and nearby communities.