Spring Cleaning Your Estate Plan: 3 Costly Mistakes to Eliminate
Event Schedule
12:15 – 12:30 PM: Presentation
12:30 – 12:40 PM: Open Question Forum
12:40 – 12:45 PM: Wrap Up
- Learn the essential estate planning documents everyone should have in place — and what each one actually does.
- Understand the difference between wills, trusts, and beneficiary designations (and when each is needed).
- Discover the most common mistakes families make that cause confusion, delays, and unnecessary court involvement.
- Find out how to make sure your home, accounts, and personal assets pass smoothly to the people you choose.
- Get clarity on how estate planning works in Texas and what rules apply to your family.
- Learn how to keep your plan organized, up to date, and effective as life changes.
- Walk away with simple next steps to start the year prepared, confident, and in control.
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.
