Our most popular trust planning package is a $7,800 value through our traditional planning process, the online Texas Protection Trust package includes all of the documents and services of the Basic Revocable Trust package, plus important additional protections for you and your loved ones. Want a state-of-art Trust plan without the premium price? This is the real deal.

The Family Protection Trust includes:

• Greatly enhanced Trust provisions, including:

  • Disability Panel for your protection

  • Disability Instructions for you (and your spouse, if you are married)

  • Built-in trusts for children and grandchildren with flexible provisions regarding future access to each beneficiary’s legacy from you

  • Personal Protection Trusts, our proprietary provisions to protect your children and grandchildren from:

    • losing their inheritance to divorce, bankruptcy, lawsuits, disability, or other potential risks of life none of us can control, and

    • paying higher income taxes on Trust income

  • Protections for one spouse’s share of assets in the event a surviving spouse remarries

  • Flexibility to protect beneficiaries during disability with Special Needs Trust

  • Trust Protector and other options designed to ensure your rules are carried out by people you trust

• Enhanced Funding Tools (including sample letters, beneficiary designations)

Price is for Individual Client. Couples price is $3,495.00.

A $4,800 value, the Basic Revocable Trust package is designed for Texans whose needs truly are simple, but who want to avoid losing precious resources to probate. The benefits of this basic trust planning are substantial. A properly funded Trust can:

The Basic Revocable Trust package includes:

• Simple Revocable Living Trust. Your rule book to govern your future.

• Certification of Trust. Proof to banks and other third parties that your trust exists; which is all they need to know about your plans.

• Pour-Over Will. Insurance in case an asset that should have been in your Trust was left out by mistake.

• Durable Power of Attorney. Appoints an agent to help you with financial tasks.

• Medical Power of Attorney.‍ ‍Appoints an agent to make basic healthcare decisions if you can’t.

• Directive to Physicians.‍ ‍The so-called “living will” expresses your wishes for the end of your life.

• HIPAA Authorization.‍ ‍Allows your doctors to communicate with your family.

• Funding Tools.

  • Deed transferring your Texas homestead to your Trust.

  • Assignment of your tangible personal property to the Trust.

  • Funding Table. A chart/checklist to use as you transfer assets to your Trust.

Price is for Individual Client. Couples price is $2,495.00.