Top 3 Estate Planning Mistakes Families Make Before Summer
Event Schedule
12:15 – 12:30 PM: Presentation
12:30 – 12:40 PM: Open Question Forum
12:40 – 12:45 PM: Wrap Up
- Discover the top 3 estate planning mistakes families commonly make before summer—and why they can lead to costly legal issues.
- Learn how an outdated or missing will can create confusion, delays, and unintended outcomes for your loved ones.
- Understand why having proper powers of attorney in place is critical—especially during travel or unexpected emergencies.
- Find out what it means to “fund” your trust and why an unfunded trust can completely fail when your family needs it most.
- See how busy summer schedules can expose gaps in your plan—and what to fix now before it’s too late.
- Explore how Texas-specific laws can impact your estate plan and what families often overlook.
- Walk away with clear, actionable steps to protect your family, avoid probate complications, and ensure your plan actually works when it matters.
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.
