We have a plan for everyone

We offer a range of customizable plans to suit your unique needs and goals. Whether you’re looking to create a simple will, set up a trust, or develop a comprehensive estate plan, we have options for every situation.

Trust Plans

Essential Plan

The Essential Trust Plan offers fundamental protection and peace of mind for you and your loved ones. Designed for efficiency and simplicity, this plan ensures smooth asset management throughout your life and straightforward distribution after your passing. With the Essential Trust Plan, your wishes will be clearly documented and your assets protected, guaranteeing a seamless and hassle-free administration process for your beneficiaries.

$ 2475~
  • Revocable Living Trust
  • Pour-Over Last Will & Testament
  • Living Will
  • Appointment of Guardian for Children
  • Durable Power of Attorney
  • Medical Power of Attorney
  • HIPAA Authorization
  • Assignment of Personal Property to Trust
  • One Deed for Transferring Real Estate
  • Certification of Trust
  • Detailed instructions on how to sign your documents in compliance with state statutes
  • Memorandum Regarding Funding of Revocable Trust
  • Handbook for Trustees

Prosperity Plan

The Prosperity Trust Plan is tailored for clients with moderate to high net worth, focusing on advanced estate planning strategies. This plan ensures effective management of your diverse assets, including various investments, during your lifetime and facilitates their distribution according to your wishes after your passing. With this plan, your unique needs are met with precision, ensuring comprehensive protection and efficient estate management.

$ 5125~
  • Revocable Living Trust
  • Pour Over Last Will and Testament
  • Appointment of Guardian for Children (if needed)
  • Durable Power of Attorney
  • Medical Power of Attorney
  • HIPAA Authorization
  • Living Will
  • Funeral Instructions
  • Pet Care Instructions
  • Up to Three Deeds Transferring Real Estate to Trust
  • Assignment of Personal Property to Trust
  • Certification of Trust
  • Memorandum Regarding Funding of Revocable Trust
  • Personal Information Inventory Workbook
  • Detailed instructions on how to sign your documents in compliance with state statutes
  • Handbook for Trustees
  • Periodic Review and Update Analysis

Generational Plan

The Generational Trust Plan is designed for clients with large estates, encompassing multiple properties, potential businesses, and inheritances to manage. This plan addresses the complexities of substantial estates with a custom approach, ensuring both growth and protection of your assets during your lifetime and meticulous planning for their distribution afterward. With the Generational Trust Plan, you can secure your financial legacy and provide for future generations, all while maintaining peace of mind through comprehensive estate management and protection strategies tailored to your unique needs.

$ 7330+
  • All Prosperity Plan Features
  • Irrevocable Trust Exploration
  • Business Formation Strategy Planning
  • Charitable Giving Directive
  • Digital Asset Planning
  • Real Estate Planning

Will Plans

Essential Plan

The Essential Will Plan offers foundational protection and peace of mind for you and your loved ones. Designed for simplicity and efficiency, this plan ensures your assets are managed seamlessly during your lifetime and distributed according to your wishes after your passing. With the Essential Will Plan, your desires will be clearly documented and your assets safeguarded, guaranteeing a smooth and hassle-free administration process for your beneficiaries.

$ 1625~
  • Last Will and Testament
  • Durable Power of Attorney
  • Medical Power of Attorney
  • HIPAA Authorization
  • Directive to Physicians (Living Will)
  • Detailed instructions on how to sign your documents in compliance with state statutes
  • Periodic Plan Review and Update Plan

Prosperity Plan

The Prosperity Will Plan is tailored for clients with moderate to high net worth who seek advanced estate planning strategies. This plan ensures effective management of your diverse assets, including investment properties and basic investments, during your lifetime and provides a clear directive for their distribution after your passing. With the Prosperity Will Plan, your wishes will be precisely documented, and your assets will be protected, ensuring a seamless and efficient administration process for your beneficiaries.

$ 2375~
  • Last Will and Testament
  • Appointment of Guardian for Children
  • Durable Power of Attorney
  • Medical Power of Attorney
  • HIPAA Authorization
  • Living Will
  • Beneficiary Designation Guide for insurance policies
  • Beneficiary Designation Guide for retirement plans
  • Detailed instructions on how to sign your documents in compliance with state statutes
  • Periodic Plan Review and Update Plan

Generational Plan

The Generational Will Plan is designed for clients with substantial estates, including multiple properties, businesses, and inheritances. This plan addresses the complexities of large estates with a customized approach, ensuring the growth and protection of your assets during your lifetime and their meticulous distribution afterward. With the Generational Will Plan, you can safeguard your financial legacy and provide for future generations. This comprehensive plan guarantees that your wishes are clearly documented and your assets managed efficiently, offering peace of mind through expert estate planning and protection tailored to your unique needs.

$ 4910+
  • All Prosperity Plan Features
  • Probate Manual
  • Charitable Giving Directive
  • Testementary Trust

We're ready to answer your questions!

Our expertise is in crafting individualized legal solutions that secure and grow your financial and personal assets, ensuring a prosperous future for you and your endeavors.

Get In Touch

610 Uptown Blvd,
Suite 2000,
Cedar Hill, Tx 75104

By appointment only.

© 2024 All Rights Reserved.