If you recently moved to Texas, you may need to amend your documents to adhere to Texas Estate and Tax Codes, especially if your primary residence is owned by your trust. The state requires specific language be incorporated that will allow you to qualify for homestead exemptions. Cludius Law offers a Welcome to Texas Plan just for this purpose.

The Welcome to Texas Plan includes a Trust Amendment to update homestead language and successor trustees (if necessary), a new Certificate of Trust, and updated ancillary documents such as durable and Medical Powers of Attorney, HIPAA Release, and Healthcare Directive. Additionally, we will provide guidance on applying for your tax exemptions with the County Appraisal District.

Whether you are new to the state or aren’t sure if your plan is up to date, we are here to guide you on next steps. Ready to move forward? You can fill out this short Existing Plan Form or give us a call at 830.609.8422 to learn more!