Estate Planning Packages in Dallas-Fort Worth
Comprehensive, attorney-drafted estate plans with transparent pricing. Know exactly what you get and what it costs — no hidden fees, no surprises.
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Complete Estate Planning Package
Everything you need to protect your family, your assets, and your wishes — drafted by an experienced Texas estate planning attorney.
- Last Will and Testament — Legally binding document directing asset distribution and naming guardians
- Durable Power of Attorney — Appoint someone to manage your financial matters if you cannot
- Healthcare Power of Attorney — Includes Physicians Directive for medical decisions during incapacity
- Memorandum of Personal Effects — Designate who receives specific personal property
- Non-Testamentary Planner — Asset locations, adviser contacts, account and login information
Need something different? We customize every plan to fit your situation. Schedule a free consultation to discuss your needs.
More Than Just Documents
Every document in your estate plan is drafted by an experienced attorney — not generated from a template. We take the time to understand your family, your assets, and your goals, then build a plan that reflects your specific situation. Unlike online services, you get face-to-face guidance, a signing ceremony with witnesses, and the confidence that your plan will hold up when it matters most.
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Book a free 30-minute consultation. We'll review your situation, explain your options, and recommend the right plan for your family.
Wills & Trust Services
Last Will and Testament
A properly drafted will is the foundation of any estate plan. We create legally sound wills that clearly express your wishes for asset distribution, name guardians for minor children, and designate executors to administer your estate.
Revocable Living Trusts
Avoid probate and maintain control with a revocable living trust. You can modify or revoke the trust during your lifetime while ensuring a smooth transition of assets to beneficiaries upon death.
Irrevocable Trusts
For advanced asset protection and tax planning, irrevocable trusts offer powerful benefits. Once established, these trusts remove assets from your taxable estate and provide protection from creditors.
Special Needs Trusts
Protect your loved ones with disabilities without jeopardizing their government benefits. Special needs trusts provide supplemental support while preserving eligibility for Medicaid, SSI, and other assistance programs.
Frequently Asked Questions
Our Complete Estate Planning Package includes five essential documents: a Last Will and Testament, a Durable Power of Attorney for financial matters, a Healthcare Power of Attorney (which includes a Physicians Directive for incapacity), a Memorandum of Personal Effects, and a comprehensive Planner covering non-testamentary issues like asset locations, adviser contacts, and account information. Every document is attorney-drafted and tailored to your specific situation.
The married couples package includes reciprocal plans for both spouses — meaning each person gets their own complete set of estate planning documents. We draft the plans together to ensure they work in coordination, with provisions for survivorship, joint assets, and shared goals. It's essentially two full individual plans designed to work together, offered at a significant discount compared to purchasing two separate plans.
Many families find that the Complete Estate Planning Package covers their needs. However, if your situation requires additional documents — such as a revocable living trust, irrevocable trust, business succession plan, or special needs trust — we customize every plan to fit. During your free consultation, we'll assess your full financial picture and recommend exactly what you need. No surprises.
A will is a legal document that directs how your assets should be distributed after death and goes through probate court. A trust is a legal arrangement where assets are held by a trustee for beneficiaries, can avoid probate, provides privacy, and can be managed during your lifetime. Trusts offer more control and flexibility but involve more upfront planning.
Many comprehensive estate plans include both. Even with a trust, a 'pour-over will' is recommended to catch any assets not transferred to the trust during your lifetime. The will directs those assets into the trust at death. Your attorney can help determine the right combination for your situation.
Dying without a will (intestate) means Texas law determines how your assets are distributed based on family relationships. This may not align with your wishes. Your spouse may not receive everything, and minor children could have assets managed by court-appointed guardians. A will ensures your intentions are honored.
A comprehensive estate plan typically includes a last will and testament, a revocable living trust, a financial power of attorney, a medical power of attorney, a HIPAA authorization, and an advance directive (living will). Business owners may also need buy-sell agreements and business succession plans. We tailor every plan to your specific needs — there is no one-size-fits-all solution.
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Every case is different. Past results do not guarantee future outcomes.