Legacy AI Consulting

TEXAS · MISSING RIB · ATTORNEY-REVIEW PATHWAY

Texas estate-plan package

Both Texas profiles are prepared as coordinated attorney-review drafts. This page provides the review inventory and training pathway; it does not publish executable legal templates.

Prepared for Attorney ReviewClient release lockedVersion TX-MR-2026.08.26-v1.1

Texas package inventory

Every principal and testator receives an individual instrument.

Active documents

The single-person package contains one individual Texas Last Will and Testament (Pour-Over Will). The married-couple package contains two separately titled individual Wills—one for each spouse—plus separate powers, directives, authorizations, and personal directions.

InstrumentStatusReview scope
Revocable living trustActiveSeparate single-person and married-couple Articles, schedules, incapacity, death-administration, fiduciary, distribution, tax, construction, and release provisions
Last Will and Testament (Pour-Over Will)ActiveOne individual Will for the single profile and one separately titled individual Will for each spouse in the married profile
Texas Statutory Durable Power of AttorneyActiveOne separately reviewed property-power instrument for each principal
Texas Medical Power of AttorneyActiveOne separately reviewed medical-power instrument for each person
Directive to Physicians and Family or SurrogatesActiveSeparate Texas end-of-life directive for each person
Declaration for Mental Health TreatmentActiveSeparate profile-specific declaration with current-law verification controls
HIPAA and Texas medical-information authorizationActiveSeparate minimum-necessary authorization for each person
Digital-assets directionActiveSeparate fiduciary direction without passwords, private keys, or credentials
Disposition-of-remains appointmentActiveSeparate Texas appointment and funeral direction for each person
Assignment and Certification of TrustActiveProperty assignment, schedules, and transaction-facing certification subject to asset-specific review
Funding and execution controlsActiveTitle, beneficiary, deed, delivery, retention, and post-funding audit checklists

Professional controls

Texas counsel must resolve every client-specific legal decision.

Mandatory review flags

  • Community-property and separate-property classification or tracing
  • Texas homestead, spouse consent, deed, lender, title, or county-recording questions
  • Mineral, ranch, farm, closely held business, professional-entity, or transfer-restriction issues
  • Multistate property, noncitizen planning, federal transfer-tax exposure, or disputed instructions
  • Minor, special-needs, public-benefit, Medicaid, creditor, capacity, coercion, or blended-family concerns

Release requirements

  1. Licensed Texas attorney and jurisdiction recorded
  2. Exact profile and document versions identified
  3. Required revisions and unresolved issues documented
  4. Execution, witness, notary, funding, title, and retention instructions approved
  5. Effective and mandatory re-review dates recorded
  6. Written version-specific authorization completed
Execution, funding, and client release remain locked

Attorney proofing or acceptance of a factual packet does not authorize an instrument. Licensed Texas counsel must approve the exact version and permitted client profile in writing.

AI Trainer access

Review both Texas profiles and every newly developed instrument.

The AI Trainer includes the Texas fictional household, trust pathway, individual pour-over Wills, financial and medical powers, directives, HIPAA authorization, digital-assets and remains directions, assignments, certification, and funding/execution controls.

Open Texas in the AI Trainer