Texas Revocable Living Trust Estate Plan Kit (8 Templates)

Texas Revocable Living Trust Estate Plan Kit (8 Templates)

A Texas living-trust estate plan: revocable living trust, general assignment to fund it, pour-over will, statutory durable power of attorney, medical power of attorney, directive to physicians, HIPAA release, and final memorial plans.

What's included

• Start Here cover with contents and a signing-requirements chart
• Directive to Physicians and Family or Surrogates (7 pages): the statutory living will form in Health and Safety Code §166.033, reproduced verbatim, with an optional notary acknowledgment page (§166.032(b-1)) and a written revocation form (§166.042).
• Medical Power of Attorney (8 pages): the statutory form in Health and Safety Code §166.164, reproduced verbatim, including the Disclosure Statement that is now part of the form, a notary acknowledgment option, and the two-witness statements.
• HIPAA Authorization / Release (9 pages): lets the people named receive protected health information from doctors, hospitals and health plans. Built on the federal core elements (45 C.F.R. §164.508) and Texas Health and Safety Code §181.154, with initialed special categories, an optional psychotherapy-notes exhibit, and a revocation form.
• Final Memorial Plans (9 pages): written directions for burial, cremation or donation, services, and costs under Health and Safety Code §711.002(g), plus the statutory Appointment for Disposition of Remains (§711.002(b)), reproduced verbatim with its notary block and agent acceptance.
• Statutory Durable Power of Attorney (11 pages): the state's statutory financial power of attorney form in Estates Code §752.051, reproduced verbatim with its notice and Important Information for Agent, plus the optional agent certification (§751.203) and a revocation form.
• Revocable Living Trust (12 pages): a single-settlor declaration of trust with incapacity and successor trustee provisions, a homestead residence clause, Schedule A (trust property), Schedule B (community and separate property, with spousal consent), and a Certification of Trust (Property Code §114.086).
• Pour-Over Will (9 pages): a will that sends assets left in the signer's individual name into the living trust at death (Estates Code §254.001), names an independent executor and a guardian for minor children, and includes both statutory self-proving forms (§§251.104, 251.1045). A pour-over will does not by itself avoid probate.
• General Assignment to Trust (6 pages): assigns household goods, personal effects and other listed personal property to the revocable living trust, with trustee acceptance, spousal consent for community property, and a schedule of assets (trust funding; Property Code §112.001).

Each document starts on its own page with plain-English completion notes, followed by the blank form. Where Texas law supplies a form, the statutory wording is reproduced verbatim.

Signing requirements (Texas)

• Directive to Physicians and Family or Surrogates: sign in front of two competent adult witnesses, at least one of whom meets Health and Safety Code §166.003(2) (§166.032(b)), OR have the signature acknowledged before a notary (§166.032(b-1)). Digital or electronic signatures that meet §166.011 are allowed.
• Medical Power of Attorney: sign in front of two competent adult witnesses, at least one of whom meets Health and Safety Code §166.003(2), OR have the signature acknowledged before a notary (§166.154). Digital or electronic signatures that meet §166.011 are allowed.
• HIPAA Authorization / Release: signature and date only; no witnesses or notary are required.
• Final Memorial Plans: the written directions are signed and acknowledged before a notary (Health and Safety Code §711.002(g)); the Appointment for Disposition of Remains is signed and acknowledged, and the agent signs the acceptance before acting (§711.002(c)).
• Statutory Durable Power of Attorney: must be acknowledged before a notary (Estates Code §751.0021). If it is used for a real property transaction, it must be recorded within 30 days after the real property instrument is filed (§751.151).
• Revocable Living Trust: written terms signed by the settlor (Property Code §112.004); a notary is recommended but not required. The Certification of Trust is signed by a trustee (§114.086).
• Pour-Over Will: sign in front of two credible witnesses aged 14 or older who sign in the testator's presence (Estates Code §251.051); use witnesses who receive nothing under the will. A notary is needed only to make the will self-proved (§§251.104, 251.1045).
• General Assignment to Trust: signed by the owner and accepted by the trustee; a notary is optional and recommended.

File formats

Editable Word (.docx) and print-ready PDF (US Letter) for every document, delivered as a ZIP digital download. Nothing is shipped.

Legal research last verified September 29, 2026.

These products are not a substitute for the advice of an attorney. This is a fill-in template, not legal advice. Laws change; check your state's current requirements before signing.

Licensed to the original purchaser for personal use only; not for resale or redistribution.

Some content in this template was drafted with the help of AI tools and reviewed before listing.