Trust Funding Webinar
Event Schedule
- 12:15 – 12:30 PM: Presentation
- 12:30 – 12:40 PM: Open Question Forum
- 12:40 – 12:45 PM: Wrap Up
- How an unfunded trust can wreck your entire estate plan and what to do now to fix it
- Real-world steps to move assets into your trust so it actually protects your family
- How to keep bank accounts, insurance, and personal items from getting tied up in court
- What actually works in Texas when it comes to funding trusts and avoiding probate
- How to pass down what you own cleanly, without triggering delays, taxes, or confusion
- What happens if you skip funding your trust and why most families don’t find out until it’s too late
- A breakdown of probate, how people fall into it by mistake, and how to avoid it completely
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.
