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Your Year-End Estate Planning Checklist

Cover of Your Year-End Estate Planning Checklist: A Texas Family Guide for 2026 from Coleman Jackson, P.C.

Estate LawNew

A Texas Family Guide for 2026

What to review, update, and act on before December 31, 2026. In 2026, the federal estate and gift tax rules changed significantly, and many plans written over the past decade were built around rules that no longer apply. This 12-page guide helps you confirm that your plan still reflects your wishes.

Inside the guide

  • What changed in 2026
  • Your core Texas documents
  • Gifts before December 31
  • Beneficiaries and titling
  • For business owners
  • Digital and foreign assets
  • Life events that call for a review
  • Your family information organizer
  • Next steps

Includes fillable checklists you can complete on your computer or print.

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    Whether you’re a small or medium-sized business owner seeking tax or business representation, or an individual seeking estate assistance, we are ready to provide vigorous and compassionate legal support. Reach out to Coleman Jackson, P.C. today to discuss how we can help you.

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