An April Wake Up Call:
3 Mistakes People Make When Creating a Will or Trust
Event Schedule
12:15 – 12:30 PM: Presentation
12:30 – 12:40 PM: Open Question Forum
12:40 – 12:45 PM: Wrap Up
- The 3 most common mistakes people make when creating a will or trust—and why they matter more than you think
- Why having a will or trust alone doesn’t always prevent probate or court involvement
- How small oversights can lead to costly delays, confusion, and unintended outcomes for your family
- Where estate plans often fall short—even when documents are already in place
- How beneficiary designations and account ownership can override your plan
- Why life changes like marriage, children, or new assets require updates to stay protected
- Practical steps you can take now to ensure your estate plan actually works when it matters most
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.
