Trusted sources
we point clients to.
A curated set of government and reference sites worth bookmarking if you're planning your estate or working through one.
Texas Government
Texas Secretary of State
Entity filings, certificates of formation, business records.
Texas State Law Library
Authoritative source for Texas statutes including the Estates Code and Trust Code.
Texas Comptroller of Public Accounts
Franchise tax filings and state-level tax information for entities.
County Resources
Burnet County
County clerk, probate court, real property records for Granite Shoals, Marble Falls, Burnet, Spicewood, and Cottonwood Shores.
Llano County
County clerk, probate, and property records for Kingsland, Llano, and Horseshoe Bay (Llano County side).
Travis County
County clerk and probate court for Lakeway, Bee Cave, Lago Vista, and West Austin clients.
Federal
Internal Revenue Service
Estate-tax information, EIN applications for trusts, and Form 706/709 references.
Social Security Administration
Survivor benefits, retirement planning, and SSA forms relevant to estate planning.
Medicare.gov
Healthcare coverage information important for long-term-care and incapacity planning.
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