Don’t Let Improper Estate Planning Create Hidden Costs in the New Year
12:00 PM
Event Schedule
12:00 – 12:30 PM: Presentation
12:30 – 12:45 PM: Open Question Forum
12:45 – 1:00 PM: Wrap Up
- The real financial and emotional costs that occur when an estate plan is incomplete or outdated
- How to avoid probate, court delays, and unnecessary legal fees
- Why a simple will often isn’t enough to fully protect your home and savings
- The risks that occur when trusts are not properly funded or reviewed regularly
- How to recognize outdated documents, misleading advice, and online templates that leave costly gaps
- Steps you can take now to ensure your estate plan works exactly as intended
- How to protect your loved ones from stress, confusion, and family conflict
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.
