Estate Planning
We offer comprehensive estate planning services for individuals and couples, tailoring every plan
to your unique needs. Our team will guide you through the process and prepare the essential
legal documents that will give you peace of mind.
Planning for the future is one of the most important steps you can take to ensure your loved ones
are cared for and your wishes are honored. Estate planning goes beyond just drafting
documents—it’s about protecting your assets, making informed medical decisions, and ensuring
Last Will and Testament
Your will outlines how your property and assets should be distributed upon your passing. As part of this process, we can set up a simple trust for minor children or grandchildren. You will also designate an Executor to manage your estate and a Trustee to oversee any trusts you establish.
Living Will (Advance Directive)
A Living Will, also known as an Advance Directive or Directive to Physicians in Texas, ensures your medical preferences are followed in end-of-life situations. This document informs your healthcare providers of your wishes when you are unable to communicate them yourself. You may revoke this directive at any time while you are still competent.
Medical Power of Attorney
A Medical Power of Attorney grants a trusted individual the authority to make medical decisions on your behalf if you are unable to do so. This person will also have access to your medical records, ensuring your healthcare choices align with your values and preferences.
Statutory Durable Power of Attorney
A Statutory Durable Power of Attorney allows a designated individual (often a spouse) to manage your financial affairs, excluding healthcare decisions. This document can take effect immediately or upon a determination of incapacity. The appointed person can handle responsibilities such as:
- Managing bank accounts
- Overseeing personal property and trust funds
- Paying bills and handling financial transactions
- Selling personal and real property
Designation of Guardian in Advance of Need
- Guardian of the Estate – Manages financial matters and property.
- Guardian of the Person – Provides personal care and supervision.
In the event that both parents of a minor child pass away, this document lets you designate who should care for the child’s well-being and manage their estate. Without this, the court will make the decision, which may not align with your wishes.
