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Texas Probate Avoidance Blueprint

Texas Probate Avoidance Blueprint is a Texas-specific, plain-English course for families who want to understand probate avoidance options and get organized before hiring an attorney. Most plans break down because the details don’t match the intent—especially titles, beneficiary designations, and incomplete implementation.

Across 8 modules, you’ll learn what probate is (and isn’t) in Texas, how to build an “Asset Map,” how to evaluate the core tools (will vs. revocable living trust vs. deed/designation strategies), and how to avoid the most common mistakes that create delays, confusion, and unnecessary court involvement.

You’ll also learn how family complications (blended families, minor children, special needs situations, and conflict risk) change what “simple” planning looks like, and how to create a practical 30‑day next-step plan.

This course is intentionally focused on probate avoidance fundamentals and organization. It does not cover advanced tax planning, Medicaid crisis planning, or complex business succession (those topics are reserved for separate trainings).

Educational information only. Not legal advice. No attorney-client relationship is created.

Harvey L. Cox

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