The Top 3 Will & Trust Mistakes Couples Make Without Realizing It
Event Schedule
12:15 – 12:30 PM: Presentation
12:30 – 12:40 PM: Open Question Forum
12:40 – 12:45 PM: Wrap Up
- The most common will and trust mistakes couples make without realizing the long-term impact
- Why having a will or trust alone doesn’t always prevent probate or court involvement
- How beneficiary designations and account ownership can override your estate plan
- Where couples assume their documents “work together” — and where they often don’t
- How outdated plans quietly create confusion, delays, and family stress
- Why life changes like marriage, children, or property purchases require updates
- Practical steps couples can take now to make sure their plan actually protects each other
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.
