Planning for the future
At Hammerle Finley Law Firm, we take estate planning one step at a time. We discuss with our clients their current financial, medical and family situation, and their plans for the future. We help our clients make decisions based on the information available to them now.
A basic estate plan should include the following documents:
- A Will
- A Durable [Financial] Power of Attorney
- A Medical Power of Attorney
- A HIPAA Release
- A Directive to Physicians
- A Designation of Guardian
- A Designation of Burial Agent
An estate plan may also include the following documents:
- A Trust
- A Transfer on Death Deed or a Ladybird Deed
- A Survivorship Agreement for Community Property
- A Cohabitation Agreement
- A Marital Agreement
- A Caregiver Agreement
- A supportive Decision Maker Agreement
- An Entity Formation
The planning process may include a discussion of assets that pass outside of a probate estate, which includes beneficiary designations and jointly held assets with the right of survivor. Many estate plans include a meeting with our clients’ designated agents to discuss their role.
Preparing for Probate
Probate is a court process that involves settling someone’s estate upon that person’s death. There are several different types of probate proceedings; these are the most common.
Our lawyers practice in all aspects of family law, including the following:
- Independent Administration
- Dependent Administration
- Determination of Heirship
- Muniment of Title
- Family Settlement Agreement
Our Estate Planning & Probate Law Attorneys
Attorney Virginia Hammerle was named the 2012 - 2022 Super Lawyer, a Thomson Reuter service, in the area of Business Litigation, and is an Accredited Estate Planner. Virginia is also certified as an ad litem by the State of Texas.
Attorney Robert Morris was named a 2014, 2015, 2016 and 2017 Super Lawyer a Thomson Reuter service in the area of Elder Law and Probate. Robert is certified as an ad litem by the State of Texas.
Kendra Rey’s practice focuses on estate planning and probate matters. She assists her clients with the preparation of revocable living trusts and other specialty trusts
Mark Mayer has experience in a wide variety of legal and business matters. Mr. Mayer has worked with clients on contract review, sales and purchase agreements
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