Estate Planning Package & Services
The following documents are offered as part of the flat-fee package. Please note, the flat-fee service often adequately addresses most individual's and couples' estate planning needs. If deviations from the flat-fee package occur, such work does not qualify for flat-fee.
Flat-Fee Package Includes:
Last Will and TestamentA Last Will and Testament controls the property you own at the time of passing. Only "simple" wills qualify for the flat-fee service. Click here to see a "simple" will defined.
Durable Power of Attorney This document allows you to designate someone to handle financial decisions in the event of short-term incapacity.
Medical Power of Attorney This document allows you to designate someone to handle medical decisions in the event of short-term incapacity.
HIPAA ReleaseThis document allows you to approve individuals to receive information about your health condition.
Living Will / Physicians DirectiveThis document allows you to designate whether you wish to physicians take extraordinary life-saving efforts.
Declaration of a GuardianThis document appoints an individual to take care of a person and his/her finances in the event of long-term disability.
Burial InstructionsThis document designates one's final wishes, whether its interrment, cremation, or otherwise.
How it works:
Most of the estate planning service occurs over the telephone and/or internet. A final in-person meeting occurs when time comes to sign the documents.
To have a simple will, you must:
Provide only a general gift of all your property to:
Your spouse (if living), or to your children in equal parts; or
Less than five heirs in stated percentages
Not require trusts, other than a contingent trust, or other sophisticated estate planning techniques;
Not have a taxable estate, meaning each individual has less than $11.18 million in assets.
Be a resident of the State of Texas.