Trust Attorney in The Woodlands

Duffley Law helps families in The Woodlands create trusts that protect their assets and simplify estate transfers. A properly written and funded trust allows property, savings, or investments to be managed, while keeping assets out of probate, maintaining privacy, and allowing for efficient wealth transfer.

According to the AARP Texas Estate Planning Survey (2024), nearly two-thirds of Texans over 55 still lack an estate plan, leaving many estates in Montgomery County subject to probate court.

As one client noted, “Mr. Duffley’s legal team is excellent… They kept us informed and pulled through with no trouble.” That kind of communication and trust is necessary when creating an effective family trust. 

At Duffley Law, we offer well-structured trusts that offer lasting peace of mind.

What Is a Trust and Why It Matters in The Woodlands

A trust is a legal tool that holds your assets for the people or causes you choose.

It can include your home, savings, investments, or even business interests. When created properly, a trust keeps those assets protected and out of the public probate process. That means no court delays, avoiding probate costs, and far more privacy for your family.

In Texas, probate can take months to over a year (or multiple years in the worst case). An effective revocable living trust helps avoid those delays. 

With many revocable trusts, you stay in control of your property during your lifetime, and when you pass, the assets transfer quickly and quietly to your beneficiaries. It’s often one of the most effective ways to make sure your estate goes exactly where you intend.

Here in The Woodlands, most clients choose a revocable living trust for its flexibility. It can be changed or revoked at any time. For families who want to include charitable giving, naming the Montgomery County Food Bank or MD Anderson Cancer Center in a charitable trust has become increasingly common.

Many residents also bring in their accountant or tax professional early. By pairing legal guidance with financial planning, your trust becomes a complete strategy for protecting what you’ve earned.

Duffley Law helps you build that plan from the ground up. Every trust we draft includes clear language, a personal review meeting, and support through the initial funding process so you’re never left wondering what comes next. For families in The Woodlands, that clarity often means peace of mind and one less thing to worry about.

Our Trust Services in The Woodlands 

• Revocable Living Trusts
• Irrevocable Trusts
• Testamentary Trusts
• Special Needs Trusts
• Charitable Trusts
• Asset Protection Trusts
• Spendthrift Trusts
• Marital or A/B Trusts
• Life Insurance Trusts
• Generation-Skipping Trusts
• Trust drafting and customization
• Trust review and updates
• Funding a trust
• Special provisions drafting
• Trust termination

Why Woodlands Families Choose Duffley Law

Our clients often say they chose us because the process feels personal from start to finish. We answer every question, return calls, and always try to explain complicated issues in plain English. Every trust is reviewed in a one-on-one meeting before signing, and pricing is up front to avoid hidden costs or surprises.

We’ve helped families across Creekside Park, Sterling Ridge, and Cochran’s Crossing avoid probate and protect their assets for future generations. Many of those same clients return to update their plans years later, not because they have to, but because they trust the relationship we’ve built.

Choosing the right attorney means choosing peace of mind. For families in The Woodlands, that peace comes from knowing their estate is protected by a plan that’s personal, practical, and proven to work.

Our Trust Formation Process in The Woodlands

Creating a trust should feel simple and personal, not overwhelming. At Duffley Law, our process was built around real communication and clear milestones so you always know what’s happening and why. 

Step 1: Consultation and Planning

We begin with a free meeting where we listen first. You share your goals, family structure, and any special circumstances like blended families, special-needs dependents, or property in multiple states. 

From there, we create a proposal for the type of trust, most often a revocable trust, and discuss other key supporting documents for the plan.

Step 2: Drafting and Review

Once the plan is mapped out, we prepare your trust documents. Each document is customized for your needs, from successor trustees to charitable gifts. Before signing, we hold a detailed review session where we go through every document to make sure everything is in line with your goals. 

Clients often tell us this meeting is where they finally feel “in control” of their estate plan.

Step 3: Signing and Notarization

All signing appointments take place in our office, or remotely if preferred. We coordinate witnesses and notary services for you. You leave the meeting with a set of signed original documents and secure digital copies as a backup.

Step 4: Funding the Trust

A trust only works if it owns the right assets. We guide you through funding by updating real estate deeds and providing the tools you’ll need to transfer bank and other financial accounts. Once funded successfully, the plan is complete!

Get To Know Duffley Law

Duffley Law was founded to make estate planning understandable, affordable, and genuinely helpful for Texas families. What began as a small practice in Houston has grown into a trusted name throughout The Woodlands, Spring, and Montgomery County, known for clear communication and client-centered service.

We focus on estate planning, trust formation, and probate administration, helping clients protect what they’ve built and avoid unnecessary court involvement.

Duffley Law’s reputation was built on being responsive and understanding. Many clients tell us they chose our firm because we answer the phone, return calls quickly, and explain every document in plain language. That accessibility is something we value as we recognize the importance.

Local Resources We Work With in The Woodlands 

• Montgomery County Probate Court – Conroe, TX
• Montgomery County Appraisal District – Conroe, TX
• Montgomery County Clerk’s Office – Conroe, TX

Ready to Protect Your Legacy?

Planning your estate doesn’t have to be stressful or expensive. Duffley Law makes it simple, personal, and flat-fee pricing. If you’re creating your first living trust or updating an existing plan, we’ll help you move forward with clarity and confidence.

Schedule your consultation online to speak directly with our team today. Our office proudly serves families throughout The Woodlands, Spring, and Montgomery County.