The Top 3 Will & Trust Mistakes Couples Make Without Realizing It
12:15 PM
Event Schedule
12:15 – 12:30 PM: Presentation
12:30 – 12:40 PM: Open Question Forum
12:40 – 12:45 PM: Wrap Up
- Identify the most common will and trust mistakes couples make—and why they often go unnoticed.
- Learn why having “a will” or “a trust” doesn’t always mean your plan will work the way you expect.
- Understand how improperly set up or unfunded trusts can still lead to probate and court involvement.
- Discover how outdated documents, mismatched beneficiaries, and missing details create delays and unnecessary costs.
- See how assets can end up in the wrong hands—or tied up in court—when wills and trusts aren’t aligned.
- Explore real-life scenarios that catch couples off guard, including second marriages, blended families, and property ownership issues.
- Walk away with a clear checklist to spot red flags in your current plan and know what to fix.
Meet Our Estate Planning Attorneys
Our unique background allows us to provide insightful guidance in matters of estate planning, trust & probate administration, and long-term care planning.
Pamela Hailey-Petty
One of the most important things to Pamela is family and she takes the time to help her clients protect what they have built over their lifetime.
Her goal is to ensure that she and her team are helping them achieve their estate planning goals.
Sharissa Baeza
Sharrissa was raised in Central Texas and earned her Law Degree from South Texas College of Law Houston.
She then gained experience in the Estate Planning and Probate Clinics, offering pro bono services to individuals and families within the community.
Kay Covarrubia
Kay has always had a strong passion for estate planning and helping people.
She feels missional about guiding people in the law to protect themselves and their loved ones.
