Declaration
Introductory clause identifying the testator, marital status, and intent to revoke prior wills. It establishes the document as the testator's lawful will under Texas law.
Clear, state-aligned instructions reduce the risk of an invalid will, help couples coordinate asset distribution and guardianship decisions, and explain procedural steps that affect probate outcomes and estate administration timelines.
These instructions are written for married couples in Texas who want to prepare a joint or mirrored will without ambiguity.
The spouse creating the will; must be at least 18 and of sound mind. The testator signs the will in the presence of the required witnesses and may attach a self-proving affidavit to ease probate.
The married partner who may be named as primary beneficiary, co-executor, or co-testator. If both spouses execute mirrored wills, each must meet signature and witness requirements for their separate instrument.
Introductory clause identifying the testator, marital status, and intent to revoke prior wills. It establishes the document as the testator's lawful will under Texas law.
Clauses that specify what each spouse receives — either a life estate, outright distribution, or percentage of the estate — and allocate community versus separate property.
Appointment of guardians for minor children, with alternates and instructions about trust funding for minors until they reach a stated age.
Clear appointment of executor(s) with enumerated powers to collect assets, pay debts, sell property, and distribute remaining estate without unnecessary court supervision.
Language that disposes of any remaining assets after specific bequests, preventing partial intestacy by directing residue to named beneficiaries.
A notarized affidavit attached to the will that allows witness testimony to be waived in probate, speeding administration and reducing court costs.
| Field | Configuration |
|---|---|
| Signer Order | Testator(s) first, then witnesses, then notary |
| Required Fields | Signature, date, initials on each page |
| Authentication | Email + optional SMS code for identity |
| Audit Trail | Enable full event logging and timestamps |
Electronic completion is possible, but Texas recognizes a will only when the execution formalities are met in person unless a state-specific remote notarization process is used.
When relying on electronic tools, preserve the signed original document and supporting notarial records; confirm any remote notarization meets Texas notary guidance and local court expectations.
Record as MM/DD/YYYY when signing
Review every 3–5 years or after major changes
Update will to reflect current marital status
Revise if you buy/sell significant property
File with county court after death
Prepare and review all provisions and exhibits.
Sign with required witnesses present and notarize affidavit if desired.
Store originals in a secure, known location and give copies to executors.
Executor files will with county probate court after death.
| Criteria | Will | Living Trust |
|---|---|---|
| Avoids Probate | ||
| Privacy | low | high |
| Cost to set up | lower | higher |
| Updates required |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A married couple names primary and alternate guardians
One spouse owns separate real estate, the other holds retirement accounts