An attorney who is Board Certified by the Texas Board of Legal Specialization in Estate Planning and Probate Law must have counseled others on a variety of estate matters such as gifts, life insurance, trusts, and business arrangements and agreements. Also, the attorney must have prepared estate documents such as wills and trusts and must have handled estate administration matters such as guardianships and the probate of wills. Finally, the attorney must have familiarity with the tax laws that are applicable to individuals, estates and trusts.
To become Board Certified in Estate Planning and Probate Law, an attorney must have:
- Been licensed to practice law for at least five years
- Devoted a required percentage of practice to estate planning and probate law for at least three years
- Handled a wide variety of estate planning and probate law matters to demonstrate experience and involvement
- Attended estate planning and probate law continuing-education seminars regularly to keep up to date with legal training
- Been evaluated by fellow lawyers and judges
- Passed a day-long written examination