Attorney-designed documents
Specific to Texas law
Guided by a Texas advisor
No-strings discount
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"The most common estate plan in Texas is no estate plan at all."
Not because people don’t care — because it never becomes this week’s problem. It sits on the list behind things with deadlines.
But an estate plan is one of the few pieces of financial work that is entirely for someone else. It answers the questions your family would otherwise have to answer for you, at the worst possible moment, in front of a judge: who raises the children, who handles the money, what happens to the house.
Putting it in writing takes an afternoon. Leaving it unwritten leaves those decisions to a probate court that never met your family.
That’s the whole argument. We’re not going to frighten you into it.
Will or trust?
Most people arrive assuming they need whichever one they’ve heard of. Here’s how the choice actually tends to break down — and if you’re unsure after reading it, that’s exactly what the free call is for.
Will-Based Plan — $179
Often fits when: People generally choose a will when there are minor children, a marriage, a home, and assets under roughly $160,000
What it lets you do: Name guardians for your children and pets · Direct where your assets go · Record your funeral and burial wishes
Documents included: Last Will & Testament · HIPAA Authorization · Living Will · Power of Attorney · Testamentary Trust
Add your spouse: +$90 · Total with spouse: $269
Trust-Based Plan — $449
Often fits when: People generally look at a trust when there is property, an inheritance expected, or assets above roughly $160,000
What it lets you do: Keep your estate out of probate court and control how and when assets reach your heirs. It includes a pour-over will to catch anything not moved into the trust.
Documents included: Revocable Living Trust · Schedule of Assets · Pour-Over Will · HIPAA Authorization · Living Will · Power of Attorney · Certification of Trust
Add your spouse: +$90 · Total with spouse: $539
A word about probate. Probate is a courtsupervised process that validates your will and approves the person you named to carry it out. It is not a catastrophe — it is paperwork, time, and a public record. A trust generally avoids it. A will generally goes through it. For some families that difference matters a great deal; for others it barely registers. Which is why we’d rather talk than sell you the more expensive one.
Trust-Based Estate Plan
$499
$449
10% below Trust & Will’s standard rate
A revocable living trust that keeps your estate out of probate, with a pour-over will and supporting documents.
+ $90 spouse documents
Member support included, no charge
Optional attorney support available from Trust & Will ($300, paid to them)
Why it’s less than going direct. Legacy Stewards is a Trust & Will advisor partner. We buy plans in advance, which lets us price them 10% below Trust & Will’s standard rates. Same platform, same attorney-designed documents, same company standing behind them — you just get a Houston advisor in the room instead of doing it alone at midnight.
Four steps, and we stay with you through all of them.
Step 1 — Tell us where to start:
Fill in the short form below — name, contact details, and which plan you’re leaning toward. Two minutes.
Step 3 — You build your plan:
Once the invoice is paid we’ll send your personal link. You answer plain-English questions at your own pace, and your Texas-specific documents are generated for you.
Step 2 — We confirm and invoice:
We’ll reach out within one business day to confirm the plan fits your situation, then send a simple invoice — one price, nothing further owed to Trust & Will for the documents. If we think your situation calls for a traditional estate attorney instead, we’ll say so — and we won’t bill you for the conversation.
Step 4 — We review it together:
When your documents are complete we sit down and walk through them — including the step most people miss, which is making sure your trust is actually funded and your beneficiary designations agree with your new documents.
Step 4 is the part nobody else does. A trust that owns nothing protects nothing. The most common failure in do-it-yourself estate planning isn’t a bad document — it’s a perfectly good trust that was never funded, sitting in a drawer while the house is still titled in someone’s personal name. We check.
Questions people actually ask
Q: Is Legacy Stewards a law firm?
A: No. We're an estate planning and insurance agency. Your documents are provided by Trust & Will, an independent company whose documents are attorney-designed and specific to Texas law. Trust & Will is responsible for the documents. Nothing here creates an attorney-client relationship. What we provide is the guidance around the documents — helping you choose the right plan, understanding what you're signing, and making sure it actually works once it's signed.
Q: Why would I use you instead of going to Trust & Will directly?
A: Two reasons. You'll pay less than Trust & Will's standard rates. And you won't do it alone — we help you pick the right plan, review the finished documents with you, and catch the things that quietly undo an estate plan, like an unfunded trust or a beneficiary designation that contradicts your new will. If neither of those matters to you, going direct is a perfectly reasonable choice and we won't pretend otherwise.
Q: What if my situation is complicated?
A: Then this probably isn't the right product, and we'll tell you. Blended families, business succession, special-needs planning, taxable estates, and out-of-state property generally call for a licensed estate attorney. We'd rather point you to the right help than sell you a package that doesn't fit.
Q: Will these documents work in Texas?
A: They are attorney-designed and state-specific to Texas — that is what you are buying. You'll still need to sign and, where required, notarise and witness them properly, and we walk you through exactly what that involves.
Q: What does "funding a trust" mean, and why do you keep mentioning it?
A: A trust only controls what it owns. Creating the trust document is step one; moving assets into it — retitling the house, updating account ownership — is step two. Skipping step two is the single most common reason a do-it-yourself trust fails to do what its owner intended. It's also the step nobody sells you, which is why we build the review into the process.
Legacy Stewards is not a law firm and does not provide legal advice. Your estate planning documents are provided by Trust & Will, an independent company whose documents are attorney-designed and specific to your state. Trust & Will is responsible for the documents. Legacy Stewards provides access to a plan and guidance around it. Nothing on this page creates an attorney-client relationship.
Pricing. $449 for the trust-based plan and $179 for the will-based plan sit 10% below Trust & Will’s standard published rates of $499 and $199 as of July 2026. Couples pricing of $539 and $269 sits 10% below their published couples rates of $599 and $299. Spouse documents add $90. You pay Legacy Stewards for the plan; there is nothing further to pay Trust & Will for the documents themselves. Optional unlimited attorney support is $300 and is purchased from Trust & Will directly — it is not part of what you pay us. Prices are subject to change; the price confirmed on your invoice governs.
Scope and exclusions. The packages include only the documents listed. They do not include tax advice, deed preparation or recording, asset retitling, business-entity documents, court filings, or representation in any proceeding. Complex estates — blended families, business succession, special-needs planning, taxable estates, or out-of-state property — may require a licensed estate attorney, and we will tell you plainly if we believe yours is one of them.
Eligibility. Available to adult Texas residents. One plan per household at this price. Final pricing and scope depend on our acceptance of the engagement and any conflict check. Legacy Stewards reserves the right to decline any engagement.
General education. All content here is general education, not a recommendation or a suitability determination for any individual.