Terri, as a certified Attorney/Guardian Ad Litem by the State of Texas, has been appointed by Judges to locate missing or unknown heirs and to represent incapacitated individuals or minors in Guardianship proceedings.

In addition, Terri has attained a level of expertise which qualifies her to be an appointed Guardian of both the Person and Estate of individuals or as a Dependent Administrator by Judges to handle large, complex estates and contested Guardianships.

Estate Planning

An estate is the total property both real and personal, owned by an individual prior to distribution through a trust or will. Real property is real estate including house lots, unimproved land, timeshares, rental property as well as personal property, including everything else from cars, household items, and bank accounts.

Estate planning is the process by which an individual or family appoints a personal representative who will properly handle the transfer of assets in anticipation of death or incapacity. The purpose of an estate plan is to preserve the maximum amount of wealth possible for the intended beneficiaries and minimize the tax consequence and provide peace of mind.