You’ve already taken the crucial first step: you have a Will or an estate plan. That alone puts you ahead of many Texans. But as a new year begins, it's the absolute best time to ask yourself: Is my Will still current, compliant, and truly reflective of my life right now?
Estate planning is not a one-time transaction; it’s an ongoing commitment to protecting your legacy and your loved ones. We know life doesn't stand still, and neither do the laws that govern your estate.
The Shifting Sands of Texas Law
Texas is a great place to live, but its laws are constantly evolving. The 2025 legislative session, for example, brought targeted updates to the Texas Estates Code impacting everything from probate procedures to how certain property is classified.
An outdated document is a liability. It might contain language that is no longer optimal or fail to take advantage of new, streamlined procedures designed to make things easier on your family. A current Will ensures you are always compliant, giving your loved ones the gift of a smoother, less stressful administration process.
Your Life Has Changed, Your Will Should Too
Legal changes aside, your personal circumstances are the biggest reason to review your documents annually. Think about the milestones that have occurred since your last signing:
Marriages, Divorces, or Births: Did you recently get married or divorced? Do you have a new child or grandchild? Your Will must be updated to correctly include or exclude these individuals, especially given Texas's community property laws.
Asset Changes: Have you purchased or sold a home, started a business, or seen a significant change in the value of your investments? Your original asset distribution may no longer be fair or align with your current financial reality.
Changes in Personnel: Is the person you named as your Executor, Guardian, or Trustee still the best choice? Relationships change, and the people you entrusted with these vital roles years ago may no longer be available, willing, or suitable for the responsibility.
If your Will does not precisely reflect your wishes regarding your children, your assets, or your trusted fiduciaries, you risk leaving critical decisions to a Texas probate judge—and that is a scenario we work hard to help you avoid.
Start the New Year with Confidence
Reviewing your Will may seem daunting, but it doesn't have to be. It's an act of deep care for your family and a firm statement that you remain in control of your legacy.
Don't let your old Will create unexpected legal hurdles or family disputes down the line. Take this opportunity to check in, ensure your documents are legally sound, and confirm your plan accurately reflects your current life, assets, and deepest desires.
Your Next Step to Peace of Mind
For a professional, empathetic, and comprehensive review of your existing Texas Will and estate plan, reach out to Robert D. Clements Jr. Law Group, LLLP. Our team is here to provide the confident guidance you need to protect your family's future. Schedule your consultation today by calling (281) 809-0029.