Elder Law Digital Bundle

This essential elder law publications set provides forms, charges, letters, worksheets, a checkplan, and more for your probate law practice. The digital set includes Texas Probate System, Wills Road Map,  and the Texas Pattern Jury Charges—Family & Probate. You’ll come to rely on this publications bundle, with resources written by committees of lawyers, professors, and judges, all experienced practitioners with a wealth of legal knowledge. This bundle is digital download only. Hardcopies are not included in this product. SAVE $80 WITH THIS BUNDLE! 

Original price was: $450.00.Current price is: $379.96.

Texas Probate System, 2022 ed.

Texas Probate System will become the cornerstone of your probate law practice. From the initial contact with a client to the closing of the estate, this System will be in constant use, providing a step-by-step guide to the efficient handling of a decedent’s estate. Take advantage of letters, forms, worksheets, a significant date list, and a checkplan all designed to take you through a probate matter from beginning to end.

Original price was: $340.00.Current price is: $286.88.

Wills Road Map: Practical Considerations in Will Drafting, 3rd ed.

Discover how Wills Road Map: Practical Considerations in Will Drafting brings together legal concepts from wills, probate, and trust law to provide expert guidance to properly assemble a will. This book is intended for general practitioners as well as experienced estate planning attorneys.

Original price was: $110.00.Current price is: $93.08.

SKU: ELDSET-DS Category:

Product Details

Bundle includes digital downloads of:

  • Texas Probate System, 2022 ed.
  • Wills Road Map: Practical Considerations in Will Drafting, 3rd ed.
  • Texas Pattern Jury Charges—Family & Probate, 2024 ed.

For group licenses to cover your firm, contact Group and Firm Sales Manager Nancy Van Bramer at 512-263-2802, or email her at nvanbramer@texasbar.com

Summary of Contents

Texas Probate System

Introduction
How To Use This System
Worksheets
Master Information List
Checkplan
Special Instructions
Significant Date List
Furnished Forms
Forms
Letters

WILLS ROADMAP

Chapter 1 Fundamental Requirements of a Will
Chapter 2 Upholding Validity of a Will in a Will Contest
Chapter 3 Revocation of a Will
Chapter 4 Specific Will Provisions
Chapter 5 Substantive Law Affecting Disposition of Assets
Chapter 6 Disposition of Specific Bequests
Chapter 7 Disposition of Residuary Estate
Chapter 8 Trust Planning
Chapter 9 Debts, Expenses, and Apportionment of Taxes
Chapter 10 Fiduciary Powers and Trust Administration
Chapter 11 Miscellaneous Provisions
Chapter 12 Coordinating Nonprobate Assets

Appendix A Checklist for Will Review
Appendix B Client Information Questionnaires
Appendix C Simple “Sweetheart” Will
Appendix D Disclaimer Will
Appendix E Marital Deduction Will
Appendix F Attestation Clause and Self-Proving Affidavits
Appendix G Will Execution Ceremony

Additional Resources
Statutes & Rules Cited
Cases Cited
Subject Index

Texas Pattern Jury Charges: Family & Probate

Chapter 200 Admonitory Instructions
Chapter 201 Dissolution of Marriage
Chapter 202 Characterization of Property
Chapter 203 Valuation of Property
Chapter 204 Reimbursement
Chapter 205 Disregarding Corporate Form
Chapter 206 Fraud—Dissolution of Marriage
Chapter 207 Enforceability of Property Agreements
Chapter 215 Definitions and Instructions—Suits Affecting the Parent-Child Relationship
Chapter 216 Conservatorship and Support—Original Suits
Chapter 217 Modification of Conservatorship and Support
Chapter 218 Termination of Parent-Child Relationship
Chapter 230 Will Contests
Chapter 232 Breach of Duty by Personal Representative
Chapter 233 Removal of Personal Representative
Chapter 235 Express Trusts
Chapter 240 Guardianship of Adult.
Chapter 245 Involuntary Commitment
Chapter 250 Attorney’s Fees
Chapter 251 Preservation of Charge Error

Appendix
Statutes and Rules Cited
Cases Cited
Subject Index

Select the titles below to view sample documents: Texas Pattern Jury Charges: Family & Probate

PJC Family 2022 201.4

PJC Family 2022 202.1

PJC Family 2022 230.3

Select the titles below to view sample documents: Texas Probate System

Application for Court-Approved Sale of Real Property

Application for Probate of Will (IA)

Explain Muniment of Title Procedure and Actions to Follow

Contributors

WILLS ROADMAP
Steve R. Akers
Casey A. Barthel
Bernard E. “Barney” Jones
R.J. Watts, II

COMMITTEE ON PATTERN JURY CHARGES, 2020–2022
CHRIS NICKELSON, Chair
CINDY V. TISDALE, Vice-Chair
THOMAS L. AUSLEY
DAVID G. BALMER
BECKY BEAVER
KRISTY DAWN BLANCHARD
MARY C. BURDETTE
RYAN CANTRELL
ROXIE WILLIAMS CLUCK
LARRY A. FLOURNOY, JR.
KELLY L. FRITSCH
HON. DENNISE GARCIA
JESSICA HALL JANICEK
AIMEE KEY
WILLIAM CAMERON MCCULLOCH, JR.
ANNA MCKIM
KYMBERLY MCMORRIES
SUSAN ELIZABETH OEHL
J. BARRETT SHIPP
KEVIN SPENCER
HON. POLLY SPENCER
KRISTAL C. THOMSON
HON. ROBERT C. WILMOTH
TREY YATES III
HON. ALICIA YORK