Protect Your Spouse from the Widowhood Trap:

The Legal, Financial, and Tax Roadmap for Texas Couples

A practical, Texas-specific training for married couples who want the surviving spouse protected from confusion, delay, and preventable mistakes.

DFW in-person only – Ready to act in 14 days

Authority

So the survivor can legally act without unnecessary delay.

Access

So accounts, documents, and contacts aren’t a scavenger hunt.

Roadmap

So there is a clear step-by-step plan when emotions are high.

Survivor Control Planning is our framework for preparing a spouse to have legal authority, instant access, and a clear roadmap of what to do on Day One.

The webinar is free and educational. If you decide you want help implementing the roadmap, most trust-centered survivor control plans are around $4,500 (some are less, some are more depending on complexity). 

Typical Fee Range

Most clients start with CORE.