Probate & estate planning
Make the next responsibility clear. Make the long-term plan deliberate.
After a death, families often face legal duties while they are still grieving. Estate planning raises a different but equally important question: how can your wishes be made clear before others must act? Sheri provides practical guidance through both.
Scope of representation
Probate and planning services
- Probate and estate administration
- Inventorying debts and assets
- Property distribution
- Guidance for executors and trustees
- Wills and trusts
- Powers of attorney
- Advance directives
- Affidavits of ownership
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Why the approach matters
Legal judgment informed by business training.
In addition to her law degree, Sheri holds an MBA and a master’s degree in international relations. She brings a structured, practical perspective to property, administration and long-term planning.
The objective is clarity: identify the assets, responsibilities and documents, then move through them in an orderly way.
Before the consultation
Four things that help Sheri understand the matter faster.
You do not need to organize a perfect file. Start with what you have and identify any immediate deadline.
- 01
The will, trust or other estate documents, if available
- 02
The death certificate, when applicable
- 03
A preliminary list of assets, debts and property
- 04
Names and contact information for heirs or beneficiaries
General questions
A useful place to begin.
These answers are general information, not legal advice for a specific situation.
What if there is no will?
Texas law provides a process for estates without a will. The correct path depends on the family, property and other facts, so the first step is a case-specific review.
Does an executor always need legal guidance?
Even an estate that appears simple can involve deadlines, notices, creditor issues and property questions. An early review can identify avoidable problems.
Can the office help with planning before a crisis?
Yes. Sheri assists with wills, powers of attorney, advance directives, affidavits of ownership and trusts.