Probate & Estate Planning Clinic

Estate Planning and Probate: A Career Helping People

In the Probate & Estate Planning Clinic, you will learn the basics of ​drafting simple estate plans, and handling probate and guardianship matters. Estate planning encompasses a wide variety of subjects, from planning for the most modest estates to drafting complex tax-planning trusts, as well as helping individuals with extraordinary needs, plan for their loved one's futures. The clinic limits its work on trusts and provides primarily the following documents for clients:

 
Wills and Estates Clinic
  • Last Will and Testament
  • Statutory Durable Power of Attorney
  • Medical Power of Attorney
  • Directive to Physicians and Family
  • HIPAA release
  • Transfer on death deeds
  • Small Estate Affidavits​
  • Guardianships

The clinic is currently working on cases with the Medical Legal Partnership in collaboration with Cook Children’s Hospital.

Wills and Estates ClinicWe will start the class by discussing estate planning and probate, in general. Then we will study ethical issues and discuss red flags to be aware of when representing clients who may have limited capacity. You will learn to interview and communicate with clients effectively and efficiently. Many students will also receive courtroom experience in probate and guardianship matters.

You will be supervised by and learn from an experienced attorney. We look forward to working with you.

Course Information

In the Probate & Estate Planning Clinic, students have the opportunity to work with experienced lawyers to represent clients in estate planning matters. Students will learn client interviewing and counseling techniques, draft estate planning documents, and work directly with clients to execute legal documents. Out of class work includes drafting estate planning documents, appearing in probate court, meeting with clients, and conducting community education workshops - all under the supervision of clinical instructors.

Pre-requisites/Co-requisites:
In order to enroll in a Fall or Spring clinic, you must have completed or be concurrently enrolled in Professional Responsibility. Students who have not completed Professional Responsibility will be automatically enrolled in a section when admitted to a clinic. There are limited waivers of this requirement, but only if a student worked full-time in a law firm or other position requiring the handling of confidential information for one year or more before attending law school.
Regarding summer clinics, Professional Responsibility is preferred but not required. In lieu of the Professional Responsibility requirement, the Summer Clinic will include an intensive training on ethics.

Recommended Courses:
None

Eligibility to Enroll:
• Completed first year of law school in a JD program
• Must be in good academic standing
• No Honor Code violations

Credit Hours/Experiential Hours:
​Four ​(​4) hours credit.
Counts towards oral skills requirement.

Terms available:
Fall and Spring

Evaluation:
​Graded

Dropping Clinics:
Given the unique nature of clinics and the ethical obligations that arise for our attorneys when they expose students to actual client cases, students will not be allowed to drop a clinic after the first week of classes.

Faculty:
Adjunct Professor​ Brook Bell

Considerations

Since clinics operate differently than doctrinal, writing, and other simulation courses, students must keep in mind the following before enrolling:

  • All clinical courses meet in the Clinical Program Office located in the Star-Telegram Building at 307 W. 7th Street, Fort Worth, Texas. It is a 0.6 mile walk from the Law School building to the clinical space.

  • All 3 and 4 unit clinic courses require that students spend a minimum of 6-8 hours per week at the clinical space.

  • Per our Academic Standards, students are expected to submit logs of their time to their supervising attorneys to receive credit. Your instructor will provide you with direction of how to keep track of your time.

  • In order to provide all of our students with a clinical opportunity, you cannot enroll in more than one clinic in any one semester.

  • You may not enroll in an externship and a clinic in the same semester unless authorized by the Associate Dean for Experiential Education.

  • If you plan to be employed by a law firm, government agency, or other unit engaged in providing legal services during the semester, you must disclose the employer’s information so the clinical program can determine if there are any conflicts that prevent the student from enrolling in the clinic.

  • Once a student is admitted to a clinic, the student must commit to attend a mandatory Clinical Skills Training the first Friday of the semester from 12:00 p.m. to 4:00 p.m.

  • Unless a special accommodation is necessary, free student parking is not available in the clinic space. The cost to valet in the Star-Telegram Building is $10. There is additional parking in the area that ranges from $6 to $10. Street metered parking is available on a first-come, first-served basis.

Student Application

Students are advised to review the Clinic Application & Registration Information Packet before submitting an application.

The student clinic application is only available online:

  • Use this new, single CLINIC APPLICATION LINK to apply for first-time clinic enrollment in any Fall or Spring semester clinic, for available Summer semester clinics, or for second or subsequent semesters in a clinic.
  • Please note that as part of the application submission, you will be required to upload your current resume as a PDF.

There is no Howdy registration for clinics. Instead, applications are reviewed and students are accepted during registration period on a rolling basis. Priority is given to applications we receive by the priority deadline -- please refer to the Course Schedule for the current priority deadline. Students are encouraged to apply as early as possible in order to secure a seat in the clinic of their choice for the semester they would like. Once a seat has been secured, registration is handled on your behalf by a faculty member or administrator in the Clinical Program Office. Questions about the clinics or the application process can be answered by emailing experiential@law.tamu.edu.

Once a student is admitted to a clinic, the student must commit to attend a mandatory Clinical Skills Training the first Friday of the semester from 12:00 p.m. to 4:00 p.m.

Conflicts:
Clinics operate as law firms. Conflicts may arise if students enroll in a clinic and also work in a law firm or government agency in the first semester. If you plan to intern, extern, or otherwise, work during the semester you are in clinic, you will need to discuss with Dean Herrera. On the application you will be asked to indicate if you plan to intern, extern, or work elsewhere during the semester(s) you are applying for.