Texas Last Will & Testament Planning Draft I am preparing instructions for a final will reflecting the family, appointment, and gift proposals below. This planning draft is not a valid will, does not revoke an existing instrument, and does not dispose of property by itself. This document is prepared on for the matter identified as , with and recorded as the relevant state and county. Confirm the actual jurisdictions and recipient requirements before relying on the completed document. Your identity & family The person whose plan is being prepared is , also previously known as , born on and residing at The recorded marital status is , and the spouse or partner is The family and dependency information to consider is Other dependents and their care needs are Citizenship, residence, or cross-border issues requiring review are Executor, guardians & succession I propose as executor, with contact details , and as the backup. My proposed bond arrangement is For any minor children, my proposed guardian is , the backup is , and the proposed property guardian or trustee is My reasons for these choices are Appointments must be incorporated into the final instrument and remain subject to applicable approval requirements. Gifts, residue & beneficiary contingencies My proposed specific gifts are , and my proposed cash gifts are I propose that the remaining probate estate be distributed according to Verify that the shares reconcile and that I own the property proposed for each gift. My proposed survival and simultaneous-death arrangements are US Letter | 2026 template | Page 1 of 4 Editable Edit online: usfreetemplates.com/templates/last-will-and-testament/texas/ Texas Last Will & Testament Planning Draft If a beneficiary dies first, the intended alternative is Gifts to minors should be considered under , and benefits-sensitive beneficiary arrangements under My pet-care proposal is , and digital-asset and lawful-access instructions for review are Assets, liabilities & coordination The probate assets presently identified are Jointly owned or beneficiary-designated assets are and require coordination outside the proposed will. Debts and administration expenses are , with proposed tax and expense allocation of Existing trusts, wills, and related plans to coordinate are Funeral preferences or a separate instruction reference are Intentional omissions requiring individual legal review are Do not assume this brief changes beneficiary designations or recorded ownership. Execution plan & document custody The planned legal reviewer is The proposed witnesses are and ; the eligibility checks still to be completed or documented are The proposed notarial or acknowledgment arrangements are , and the required notices or prescribed wording to verify are This is an execution plan for a separate final instrument, not an attestation that a signing ceremony occurred. The proposed location for the final original is Final copies are intended for , and the next review is planned for Preserve the executed final instrument and its supporting records according to the applicable requirements. US Letter | 2026 template | Page 2 of 4 Editable Edit online: usfreetemplates.com/templates/last-will-and-testament/texas/ Texas Last Will & Testament Planning Draft Drafting instructions The entries in this document express proposed estate-planning decisions for review. This draft is not represented as a valid will and does not revoke an existing will. Gift coordination Verify each proposed gift against ownership records. Coordinate beneficiary-designated accounts, survivorship assets, and existing trusts separately from the probate gift instructions. Final execution Before executing a final will, verify capacity, witness qualifications, signature and presence requirements, and any self-proving affidavit for the applicable state. Additional agreed terms Signatures Prepared by — draft acknowledgment only Signature: __________________________________ Printed name: ________________________________ Date: ______________ Reviewer — if reviewed Signature: __________________________________ Printed name: ________________________________ Date: ______________ Supporting schedule — Texas final will execution plan Detail Recorded information Final attested-will instrument reference First proposed credible witness age and eligibility review Second proposed credible witness age and eligibility review US Letter | 2026 template | Page 3 of 4 Editable Edit online: usfreetemplates.com/templates/last-will-and-testament/texas/ Texas Last Will & Testament Planning Draft Detail Recorded information Witness subscriptions in testator presence plan Principal or directed-signature review Separate self-proving procedure and final document review US Letter | 2026 template | Page 4 of 4 Editable Edit online: usfreetemplates.com/templates/last-will-and-testament/texas/