Estate Planning
"While the worriers are worrying, the planners are planning and the accountants are figuring out why we can't afford it, I'm busy getting started."
Walt Disney
Estate planning consultations are free. Simply call 361-579-2490 and we will help create a customized plan to meet your needs. We support you to make a plan to minimize the risks, costs, and conflict among your heirs, protect your children, and maintain your privacy.
Estate Planning Services
Wills, Asset Transfers, and Inheritance Planning
- Direct what happens to your property after you pass.
- Will
- Revocable Living Trust and Pour-Over Will
- Transfer on Death Deed
- Lady Bird Deed
- Beneficiary Designations: Banks, Brokerages, Retirement, Life Insurance
- Testamentary Trusts
- Special Needs Trust
- Appointment of Agent for Digital Assets (Cryptocurrency)
Money and Property Planning
- Decide how your finances and property should be handled during your life and if you become unable to manage them.
Medical Planning and Representative
- Plan ahead for medical decisions so your wishes are respected, and designate someone you know and trust to make healthcare decisions if you cannot.
Basic Estate Package
- Your documents can be prepared from information we will discuss by phone or zoom. Sign in our office with a notary and two witnesses. Our flat fee is $1,200.00 for most estates.
- Will
- Statutory Durable "Financial" Power of Attorney
- Medical Power of Attorney
- Other Documents as Needed
Emergency Estate Planning Services
- We come to you, whether you are in a hospital, home, or somewhere else, when you still have the ability to sign legal documents. Our flat fee is $2,000.00 for most estates. We travel within Victoria County and the surrounding counties (Jackson, Calhoun, Refugio, Goliad, DeWitt, and Lavaca).