Estate Planning

Experienced Estate Planning Attorneys in Beaumont

CALL OUR FIRM AT (409) 923-9529 TODAY FOR THE HELP YOU NEED

Planning for the future is one of the most meaningful gifts you can give your loved ones. At Wendler Law Group, we believe estate planning is not just about documents; it is about peace of mind, family security, and protecting what you have worked so hard to build. Whether you need a simple will, a trust to avoid probate, or guidance on powers of attorney and healthcare directives, our team makes the process clear, personal, and tailored to your goals.

We help families at every stage of life, from young parents choosing guardians for their children to retirees planning for long-term care and everything in between. Our services encompass the full range of estate planning needs, including wills and trusts, probate and estate administration, guardianships, business and asset protection, tax and Medicaid planning, and ongoing reviews to ensure your plan remains up to date. Each plan is designed around you, your family, your values, and your vision for the future.

With the right plan in place, you can be confident that your wishes will be honored, your family will be cared for, and your legacy will be preserved. Explore the services below to learn how we can help you create an estate plan that provides clarity today and security for tomorrow.

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The lawyers at Wendler Law Group have been helping families in our community since 2007. Contact us online or call us today at (409) 923-9529 to speak to our team!

WHAT SETS OUR FIRM APART

We help families at every stage of life, from young parents naming guardians to retirees planning long-term care. Each plan is designed around you, your family, your values, and your vision for the future.

Here are a few things that set us apart from other law firms:

Wills & Trusts

Powers of Attorney & Healthcare Directives

Probate & Estate Administration

Guardianships & Special Needs Planning

Business & Personal Asset Protection

Tax & Medicaid Planning

Plan Reviews & Updates

Helping You Protect Your Family’s Future

Estate planning is a deeply personal matter that must be approached with care, since your family’s future is at stake. Without a proper plan, the courts, not you, decide how your assets are handled, which can lead to confusion, conflict, and unnecessary costs. Out of uncertainty, some families may try to rely on generic forms or shortcuts, but these quick fixes often fail when they are needed most. This is why it is so important to seek the guidance of an experienced Beaumont estate planning attorney who can walk you through the process and ensure your wishes are carried out.

Contact our legal team today at (409) 923-9529. We have the knowledge and experience to guide you through the estate planning process with clarity and care.

Wills and Trusts Designed Around Your Needs

Ensure your family is cared for and your legacy preserved

Planning for the future doesn’t have to feel complicated. An Estate Planning attorney can help you put your wishes in writing so your family is cared for, your assets are protected, and your legacy is passed on the way you intend. Drafting a will provides clear instructions for your loved ones and ensures the right people are chosen to handle your affairs. Creating a trust can go a step further—helping you avoid probate, reduce stress for your family, and provide greater control over how and when your assets are distributed.

Trusts can be designed to fit many different family and financial goals. A revocable living trust allows you to keep control of your assets during your lifetime, then transfer them smoothly to loved ones after your passing. An irrevocable trust can help protect assets from creditors or reduce estate taxes. Special needs trusts provide for a child or loved one with a disability without jeopardizing their eligibility for government benefits. For families wanting to leave a charitable legacy, charitable trusts create a meaningful way to support causes you care about.

By understanding your family’s unique situation, an estate planning attorney can recommend the right combination of wills and trusts to give you peace of mind, protect what matters most, and make things easier for your loved ones when it matters most.

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Start Your Plan Today. Call at (409) 923-9529 for quality legal counsel!

Common Wills Utilized in Texas

Simple Will – Directs how property is distributed; often used when estates are straightforward.

Testamentary Trust Will – Creates a trust within the will (for minors, special needs, or other beneficiaries).

Pour-Over Will – Works with a living trust, transferring any remaining property into the trust at death.

Common Trusts Utilized in Texas

Revocable Living Trust – Lets you manage assets during your lifetime and pass them directly to beneficiaries without probate.

Irrevocable Trust – Permanently transfers assets out of your name for tax, Medicaid, or asset protection purposes.

Special Needs Trust – Provides for a loved one with disabilities without affecting government benefits.

Charitable Trust – Allows you to support charitable causes while receiving possible tax benefits.

Bypass/Marital Trusts (AB Trusts) – Common in married couples’ planning to reduce estate taxes and protect the surviving spouse.

Spendthrift Trust – Protects assets from a beneficiary’s creditors or poor spending habits.

Qualified Personal Residence Trust (QPRT) – Transfers a home to beneficiaries while allowing you to live there for a set period.

Life Insurance Trust (ILIT) – Removes life insurance proceeds from your taxable estate and controls the distribution of those funds.

Medicaid Asset Protection Trust – Helps seniors qualify for long-term care benefits while preserving family wealth.

Wills and trusts are powerful tools, but they must be handled with care because your family’s future is at stake. Without a valid plan, the courts decide how your assets are divided, which can create confusion, disputes, and unnecessary expense. Some people may try to rely on generic templates or quick online forms, but these often fail to protect loved ones when it matters most. This is why you should turn to an experienced Beaumont estate planning attorney who can provide clear guidance and create a plan that truly reflects your wishes.

Reach out to our driven and compassionate legal team today at (409) 923-9529! We have the knowledge and experience to guide you through this time!

Powers of Attorney and Healthcare Directives

Give your loved ones the authority and clarity they need to act on your behalf when it matters most

Planning ahead isn’t only about deciding what happens to your property—it’s also about making sure the right people can step in to help if you ever can’t make decisions for yourself. Powers of Attorney and Healthcare Directives give you peace of mind knowing that trusted family members or friends can handle important matters on your behalf. These documents can cover everything from paying bills and managing investments to making medical decisions and ensuring your healthcare wishes are honored.

Our legal team is here to guide you through Powers of Attorney and Healthcare Directives with care and precision. Call us Today! (409) 923-9529

HOW DO I QUALIFY FOR SPECIAL IMMIGRANT JUVENILE STATUS?

By putting these documents in place, you take the burden off your loved ones and prevent confusion or disputes during already stressful times. They also give you the ability to clearly choose who should make decisions, rather than leaving it up to a court.

Common Powers of Attorney & Healthcare Directives in Texas

Durable Power of Attorney – Lets a trusted person handle financial and legal matters, even if you become incapacitated.

Medical Power of Attorney – Authorizes someone you trust to make healthcare decisions if you can’t.

Directive to Physicians (“Living Will”) – States your wishes about end-of-life medical treatment.

HIPAA Release – Allows doctors and hospitals to share your medical information with the people you choose.

Declaration of Guardian – Lets you designate who you would (or would not) want appointed as your guardian if ever needed.

Out-of-Hospital Do Not Resuscitate (DNR) Order – Ensures your wishes regarding resuscitation are followed outside of a hospital setting.

Why Choose Wendler Law Group?

We take the time to understand your values, your relationships, and your goals for the future. Our team will help you create clear documents that protect your rights and remove uncertainty for your loved ones. With the right plan in place, you can focus on living confidently, knowing your wishes will always be honored.

Start Today. Contact our firm at (409) 923-9529 to discuss your needs.

Probate and Estate Administration

Compassionate guidance to simplify the legal process and protect your family during a difficult time.

Losing a loved one is never easy, and the legal steps that follow can feel overwhelming. Probate and estate administration is the process of making sure a person’s will is carried out, debts are settled, and property is passed on to the right people. Having an experienced attorney guide you through this process can take a heavy burden off your shoulders during a difficult time.

Why it matters:

In Texas, probate does not always mean lengthy court battles. With the right planning and legal support, many estates can be handled smoothly and efficiently. Whether your loved one left a will or passed away without one, our role is to simplify the process, reduce stress, and protect your family’s interests at every step.

Contact the firm at (409) 923-9529 today to speak to our team of attorneys during this difficult time.

Common Probate & Estate Administration Services in Texas

Probating a Will – Filing the will with the court and ensuring it is legally recognized.

Independent Administration – A streamlined probate process with minimal court involvement.

Dependent Administration – A court-supervised process when more oversight is required.

Muniment of Title – A simplified method to transfer property when no administration is needed.

Small Estate Affidavits – Quick transfers of property for qualifying estates.

Heirship Determinations – Establishing legal heirs when someone dies without a will.

Executor & Administrator Guidance – Helping appointed individuals manage assets, pay debts, and distribute property correctly.

Why Choose Wendler Law Group?

We understand the emotional and financial strain probate can bring. Our team provides clarity, careful guidance, and support tailored to your family’s needs. Whether you are an executor navigating your responsibilities or a family member trying to understand your options, we make sure the process is handled properly and with compassion.

Contact our Beaumont Probate and Estate attorneys by calling the firm at (409) 923-9529

Guardianships and Special Needs Planning

Protect the people you love most with legal tools that provide clarity, care, and long-term security.

Making sure your loved ones are cared for is one of the most important parts of planning for the future. Guardianships and special needs planning allow you to put legal protections in place for children, aging parents, or family members with disabilities. These tools ensure that the right people are chosen to provide care, make decisions, and manage resources when someone cannot do so themselves

Why it matters:

For families with children or loved ones who have special needs, thoughtful planning is especially critical. A special needs trust can provide financial support without jeopardizing eligibility for government benefits like Medicaid or SSI. Guardianships can also bring peace of mind by legally appointing someone you trust to step in if needed. Taking these steps now reduces the risk of court battles, family disputes, and uncertainty in the future.

Contact the firm at (409) 923-9529 today to speak to our team of attorneys.

Common Guardianship & Special Needs Planning Tools in Texas

Guardianship of a Minor – Appointing someone to care for children if parents are unable.

Guardianship of an Adult – Granting legal authority to make decisions for an incapacitated adult.

Declaration of Guardian in Advance – Naming who you would, or would not, want to serve as guardian if ever needed.

Special Needs Trust – Protecting eligibility for government benefits while providing for a loved one with disabilities.

Temporary Guardianship – Short-term authority to protect someone during emergencies.

Why Choose Wendler Law Group?

Every family is unique, and so are the challenges that come with guardianships and special needs planning. We take the time to understand your situation and design solutions that bring both protection and peace of mind. Our goal is to give you confidence that your loved ones will always be cared for by the right people in the right way.

Protect Your Loved Ones With Confidence. Call Us at (409) 923-9529

Business and Personal Asset Protection

Safeguard what you have worked hard to build and ensure it remains secure for your family’s future.

You have worked hard to build your business, save for your family, and create a legacy. Protecting those assets is an important part of planning for the future. Business and asset protection strategies help shield your property, savings, and business interests from risks such as lawsuits, creditors, or unexpected events. With the right legal structures in place, you can have peace of mind knowing your wealth and business are protected.

Why it matters:

For business owners, asset protection is also about ensuring your company continues smoothly if you retire, become incapacitated, or pass away. A well-designed succession plan provides clarity for family members, co-owners, or employees and helps prevent costly disputes. For families, tools such as trusts, partnerships, and carefully crafted deeds can protect property from unnecessary taxes, creditors, or even poor financial decisions by beneficiaries.

Contact the firm at (409) 923-9529 today to speak to our team of attorneys.

Common Business & Personal Asset Protection Tools in Texas

Business Succession Planning – Preparing for a smooth transfer of ownership or management.

Family Limited Partnerships (FLPs) – Protecting family assets while allowing structured transfers to children or heirs.

Limited Liability Companies (LLCs) – Separating personal and business assets to reduce liability risks.

Irrevocable Trusts – Safeguarding assets from creditors while assisting with estate tax planning.

Spendthrift Trusts – Preventing misuse of inheritances and protecting from a beneficiary’s creditors.

Lady Bird Deeds / Transfer-on-Death Deeds – Passing real estate directly to heirs without probate.

Insurance & Buy-Sell Agreements – Protecting businesses and families from the sudden loss of an owner or partner

Why Choose Wendler Law Group?

We understand how much effort goes into building a business and a secure financial foundation for your family. Our team will help you put the right protections in place so that your hard work is preserved, your family is secure, and your future remains stable no matter what challenges arise.

Protect What You Have Built. Call Us at (409) 923-9529

Tax and Medicaid Planning

Protect your estate from unnecessary loss and ensure more of your wealth stays with your family.

Planning for the future is not only about where your property goes, but also about how much of it remains for your family. Estate and gift taxes can reduce what you pass on, while the rising cost of long-term care can quickly drain savings. With the right planning, you can protect your assets, qualify for the benefits you need, and leave a stronger legacy for your loved ones.

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Why it matters:

Without a plan, many families are forced to spend down their assets before qualifying for assistance, leaving little behind for children or grandchildren. Medicaid planning and smart tax strategies allow you to preserve your estate, manage eligibility requirements, and minimize or even eliminate unnecessary taxes. These tools give you the ability to protect your hard-earned wealth while still receiving the care and support you deserve.

Contact the firm at (409) 923-9529 today to speak to our team of attorneys during this difficult time.

Common Guardianship & Special Needs Planning Tools in Texas

Medicaid Asset Protection Trusts – Preserving family wealth while meeting Medicaid eligibility rules.

Lady Bird Deeds / Transfer-on-Death Deeds – Avoiding probate and Medicaid estate recovery.

Gifting Strategies – Reducing taxable estate value by transferring assets during your lifetime.

Irrevocable Trusts – Protecting assets from creditors and reducing estate tax exposure.

Charitable Trusts & Foundations – Supporting causes you care about while receiving tax benefits.

Spousal Protections – Preserving income and property for the healthy spouse when one needs long-term care.

Tax-Efficient Business Structures – Using partnerships or LLCs to reduce estate and gift tax liability.

Why Choose Wendler Law Group?

Tax laws and Medicaid rules can be complex, and mistakes often have lasting consequences. Our team provides clear, personalized guidance so you can feel confident your assets are preserved, your eligibility is protected, and your family is secure. With the right strategies in place, you can face the future knowing your estate will be handled the way you intend.

Preserve Your Wealth and Protect Your Family. Call Us at (409) 923-9529

Estate Plan Reviews and Updates

Life changes. Your estate plan should change with it.

A plan that worked five or ten years ago may not fully protect your family today. Marriages, divorces, new children or grandchildren, changes in health, or even updates in the law can all affect whether your will, trust, or powers of attorney still meet your needs. Regular reviews ensure your plan continues to reflect your wishes and provides the protection your loved ones deserve.

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Why it matters:

If your estate plan is outdated, your family may face unexpected complications or gaps in protection. By reviewing your documents regularly, you can identify issues early, update outdated appointments, and make sure your plan is always working in your family’s best interest.

Contact the firm at (409) 923-9529 today to speak to our team of attorneys.

Common Reasons to Review & Update Your Estate Plan

Family Changes – Marriage, divorce, new children or grandchildren, or the loss of a loved one.

Financial Changes – Buying or selling property, starting or closing a business, or major changes in wealth.

Relocation – Moving to or from Texas, since estate laws vary by state.

Health Concerns – New diagnoses or the need for long-term care planning.

Law Updates – Changes in tax law, probate rules, or Medicaid regulations.

Outdated Appointments – Executors, trustees, or guardians who are no longer the right choice

Why Choose Wendler Law Group?

We take the time to walk through your current documents with you, identify any gaps or outdated provisions, and recommend updates that keep your estate plan strong. Sometimes it is as simple as adding a new beneficiary. Other times, new trusts, deeds, or strategies may be needed to protect your assets. Our goal is to ensure your plan always provides the clarity, care, and security your family deserves.

Keep Your Plan Current, Keep Your Family Protected. Call Us at (409) 923-9529

Secure your family’s future today.

Our team is ready to guide you with clarity and care.

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