Is Your Estate Plan Outdated? The Costly Mistakes Texans Discover Too Late
Event Schedule
12:15 – 12:30 PM: Presentation
12:30 – 12:40 PM: Open Question Forum
12:40 – 12:45 PM: Wrap Up
- Recognize the warning signs that your estate plan may be outdated or no longer working the way you expect.
- Learn the common mistakes Texans make that can create delays, confusion, and unexpected costs for their families.
- Understand how life changes like marriage, divorce, new children, or property purchases can affect your plan.
- Discover how outdated wills, unfunded trusts, and incorrect beneficiary designations can send assets through probate.
- See how small planning gaps today can create major problems for loved ones later.
- Explore simple strategies to update your plan and keep your wishes clear and protected.
- Leave with practical next steps to ensure your estate plan still works when your family needs it 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.
