Your life has changed since you signed your plan. Has your plan kept up? Amanda Skeen reviews, updates, and funds your estate plan so it still works when your family needs it.
An estate plan is built once, but it needs to be maintained. Estate plan maintenance keeps your documents current as your life changes.
We check your will, trust, and powers of attorney against your family, your assets, and current Texas law.
Marriage, divorce, a new child or grandchild, or a death in the family. We update your plan to match.
We transfer your home and accounts into your trust, so they avoid probate the way you intended.
Life insurance, retirement accounts, and payable-on-death accounts that point to the right people.
Replace people who have moved away, passed on, or are no longer the right choice.
Moved to Texas? We review the plan you brought and update what Texas banks and hospitals may not accept.
A plan that is five, ten, or fifteen years old can create the very problems it was meant to prevent. Regular estate plan maintenance stops them.
Old documents can leave assets or decisions to a former spouse.
Assets left outside your trust may still go through probate.
Children or grandchildren born after signing may not be included.
Your executor or agent may have moved away or passed on.
Plans from another state may not work smoothly in Texas.
New homes and accounts may not match your plan.
Your plan may reflect who you were years ago, not today.
Changes in tax and Texas law can affect how your plan works.
Four simple steps to a plan that matches your life today.
We read every document you have, from any attorney or state.
We compare your plan to your family, assets, and current Texas law.
We prepare amendments and transfer assets into your trust.
We sign the updates and set a schedule for your next review.
Confidence that your plan matches your life today.
Every document checked against your life and Texas law.
Your home and accounts titled the way your plan requires.
Updated agents, beneficiaries, and instructions your family can follow.
A set review schedule and direct access to Amanda between reviews.
Families across San Antonio and the Hill Country trust us to keep their plans current year after year.
Estate planning and probate are our entire practice, not a side service.
Every estate plan review is handled by Amanda, not a rotating team.
From trust funding to probate, we handle every part of your plan.
More than 500 families have trusted us with their estate planning.
Need a new plan or added protection? We can help with that too.
Step-by-step guidance for families after a loved one passes.
Buy-sell agreements and ownership transfer plans for your company.
Schedule your estate plan review today to find out what’s current, what needs updating, and whether your plan still reflects your family, assets, and wishes.
An estate plan maintenance lawyer reviews your existing will, trust, and powers of attorney, then updates them as your family, assets, and Texas law change. That includes funding your trust and updating beneficiaries.
Review your plan every three to five years, and right away after a major life event. Regular estate plan maintenance catches small problems before they become expensive ones.
Marriage, divorce, a birth or adoption, a death in the family, a move to a new state, buying or selling property or a business, or a big change in your assets or health.
A trust only controls assets that are titled in its name. If your home or accounts were never moved into the trust, they may still go through probate.
Usually not. Many changes can be made with a trust amendment or a will codicil. If there are many changes, a restated trust or new will can be cleaner.
Yes. Changes to Texas law and federal tax rules can affect how your documents work. A periodic review makes sure your plan still does what you intended.
Yes. Out-of-state powers of attorney and medical documents may be questioned here, and Texas community property rules can change how your plan works.
Yes. We review plans prepared by other attorneys and in other states, then recommend what to keep and what to update. Schedule your plan review.