The Seely Group

Free Trust

Protect your assets when you buy with Seely and receive a free family trust from our partner, Robbins Estate Law. Up to a $10k value!
The Seely Group

Create Your Texas Estate Plan

When you buy with Seely, you are doing more than buying a home, you are building a legacy. Estate planning ensures that your legacy lives on with the people that you care about most.
Take Control of Your Estate
Your estate will be distributed after death according to laws of intestacy instituted by the government of Texas if you don’t make a plan.
Ensure Your Plan is All Inclusive
Wills, trusts, forms, and other official materials are vital in achieving a properly established estate plan.
Peace of mind
Our services provide a comprehensive preparation process and all the guidance you’ll need to help you with your estate planning.

What is the difference between a trust and a will?

Trust

A trust is defined as a legal entity, which involves three distinct aspects in the arrangement: the trust-maker, the trust manager, and the trust beneficiary (these can consist of only one person married couple). Trusts are created in a variety of formats, and they vary in terms of complexity and the purposes they serve. In general, these purposes include personal, tax, legal, or investment-related reasons. Below is a list of some examples of trusts:

 

  1. Revocable Living Trust
  2. Irrevocable Trust
  3. Testamentary Trust
  4. Special Needs Trust
  5. Etcetera.
Will

If you want to construct a comprehensive estate plan, your last will and testament is only one part of it (contrary to popular belief)! If a person dies without an official will, the state laws determine that they have died “intestate,” which results in Texas statutes having the final say on the distribution of the person’s assets.

 

  1. Under the law, a will only has legal authority after the person’s death. This means that if that person is incapacitated in any way by illness or injury, then a will is not able to move forward with any desired proceedings.
  2. Even before a will has any legal authority, it must be delivered to the probate court to be validated. An attorney must be hired, and testimony must be given regarding the contents of the will in question. Then, the probate judge will admit the will into probate which gives it the appropriate legal authority.
  3. If the person has any minor children, a will is a recommended legal document to select your preferred guardians to take over the care of your children in case they become orphaned. This nomination of legal guardians is a process every parent should go through, to ensure that the custody of their children does not pass to the wrong guardians.

How It Works

1
Contact us to schedule a free phone consultation.
2
From there, we schedule an estate planning strategy session, usually in person or via Zoom. This is an hour and a half session to get to know each other, go over your specific family needs and desires, and to create an estate plan that works for you.
3
Once we’ve got a plan designed, one month later we will schedule a review that can be done over the phone or in-person to explain your documents in detail.  This is your opportunity to make changes to your decisions, ask more questions and get a comprehensive understanding of your plan.
4
When you know the plan is perfect, we schedule a date for you to come in and sign your document! Our staff is happy to serve as your witnesses, so there’s no need to worry about rounding up any other friends or family members.
5
That’s it! Once signed, we scan your plan so that you have an electronic copy, answer any last questions you might have, and congratulate you on getting your estate plan in place. It’s one of the greatest gifts you can give to your family.

Ready to create your legacy through real estate?

We’ve helped hundreds of families every year buy their dream home and start building a legacy. Click the button below and our team will contact you about finding your dream home and taking advantage of our Free Trust program!

The Seely Group

FAQ

Any estate plan is designed to make sure that your assets pass to your family as quickly and as cost-effectively as possible. Without a proper estate plan, your assets could be tied up and spent towards the probate process for months, or even years.
  1. Last Will and Testament
  2. Revocable Living Trust
  3. Financial Power of Attorney
  4. Medical Power of Attorney
  5. Directive to Physicians
  6. HIPAA forms
Typically, homeowners or people with six figures of investment assets could benefit from a trust. Trusts are primarily used for convenience, so the short answer is anyone who wishes to make things as simple as possible for their family could benefit from a revocable living trust.
A handwritten will is called a holographic will, and it is legal even if there are no witnesses. These wills lead to some of the most complicated and difficult situations in probate courts and often result in years longs processes that cost tens of thousands of dollars to resolve.  This simple reason is that most people who handwrite a will don’t know the legal terms that need to be used to make going through probate simple, and this often leads to major mistakes that require intense supervision by a probate judge.
12600 Hill Country Blvd
Suite R-275
Bee Cave, TX 78738
512.943.2572 | homes@seelyproperties.com
512.943.2572

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