Free Resources

Legal Guides & Checklists

Practical, Texas-specific resources created by our attorneys to help you understand your legal options. Download any guide for free.

Estate Planning

Texas Estate Planning Checklist

A comprehensive checklist covering wills, trusts, powers of attorney, beneficiary designations, and more. Designed for Texas families by the attorneys at WG Law.

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Probate

Texas Probate Timeline Guide

A step-by-step timeline of the Texas probate process, from filing the application to final distribution. Know what to expect and when.

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Elder Law

Elder Law Planning Workbook

A practical guide for families navigating long-term care planning, Medicaid eligibility, guardianship, and protecting seniors' rights in Texas.

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Special Needs Trusts

Texas Special Needs Family Planning Checklist

A complete checklist for Texas families planning for a child, grandchild, or sibling with special needs — covering SNTs, ABLE accounts, guardianship at 18, Letters of Intent, and Medicaid coordination. Authored by Carla Alston, Christian's mother.

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Crypto & Digital Asset Estate Planning

Digital Asset Inventory & Access Workbook

The written, trust-integrated inventory every crypto holder should give their family — covering exchange accounts, hardware wallets, seed-phrase custody, passwords, 2FA devices, and an executor letter template. Designed to be printed, completed offline, and stored securely.

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Tax-Smart Estate Planning

Texas Estate Tax & Basis Planning Worksheet

A structured worksheet for evaluating federal estate-tax exposure, step-up-in-basis opportunities, community-property characterization, and trust income-tax design. Authored by an attorney with a Master of Laws in Taxation from NYU.

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Probate

Decedent Asset Discovery Checklist

A field guide for the Texas personal representative who has to build the inventory from scratch. Mail capture, document sweeps, IRS Wage & Income transcripts, deceased-person credit reports, signature cards, the non-probate asset audit, county deed and appraisal-district searches, life-insurance and pension locators, federal death-benefit sweeps, transfer-agent searches for orphan stock, and digital-asset preservation under Texas Estates Code Chapter 2001 — every system that surfaces a hidden asset, in the order an executor should run them. Authored by the probate team at WG Law.

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Probate

Your Independent Administration Roadmap

Step-by-step preparation guide for an executor pursuing independent administration in Texas. Built for the path identified by the WG Law Probate Guide.

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Probate

Your Dependent Administration Roadmap

Preparation guide for dependent (court-supervised) administration in Texas. Built for the path identified by the WG Law Probate Guide.

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Probate

Your Muniment of Title Roadmap

Preparation guide for muniment of title in Texas. Built for the path identified by the WG Law Probate Guide.

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Probate

Your Small Estate Affidavit Roadmap

Preparation guide for the Texas Small Estate Affidavit. Built for the path identified by the WG Law Probate Guide.

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Probate

Your Affidavit of Heirship Roadmap

Preparation guide for an Affidavit of Heirship in Texas. Built for the path identified by the WG Law Probate Guide.

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Probate

Your Determination of Heirship Roadmap

Preparation guide for a Texas Determination of Heirship. Built for the path identified by the WG Law Probate Guide.

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Ready to Take the Next Step?

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