Flat Rate Estate Planning Services
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Proactively completing a comprehensive estate plan is one of the greatest gifts you can give your loved ones. You will provide peace of mind knowing that your estate settlement will be greatly simplified and estate administration costs lessened or eliminated depending on the estate planning tool you choose to use – a Will or a Trust.
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Basic Will Plan | $1,545
- Durable Power of Attorney
- Medical Power of Attorney
- Global HIPAA Release
- Medical Directive
- Dec. of Guardian in Advance
- Basic Will
- Will Execution Ceremony
- Witness & Notary Service
- Written Legal Education
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Trust Plan | $4,015
- Durable Power of Attorney • Medical Power of Attorney
- Global HIPAA Release
- Medical Directive
- Dec. of Guardian in Advance
- 1 Electronic Change Request
- Witness & Notary Service
- Written Legal Education
- Basic Trust
- Certification of Trust
- Trust Funding Memo
- 1 Texas Deed Transfer
- Trust-Based Will
- Asset Spreadsheet
- Personal Property Memo
- Memorial Instructions
- Secure Client Portal
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Comprehensive Trust Portfolio (Recommended) | $6,985
- Comprehensive Trust
- Trust-Based Will
- Asset Review With Attorney
- Secure Client Portal
- Witness and Notary Service
- Unlimited Changes – 1 Year
- 1:1 Trust Funding Education & All Document Education – 1 Year
- Durable Power of Attorney
- Directive to Physicians (Living Will)
- Medical Power of Attorney
- Memorial Instructions
- Declaration of Guardian in Advance
- Secure Document Storage – 1 Year
- 1 Texas Deed Transfer
- Trust Funding Memo
- Certification of Trust
- Personal Property Memo
- 1 Estate Plan Review – Month 11
- 1 Estate Law Review – Month 11
- HIPPA Release
- Quarterly – Live, Client Only Webinars
- Estate Plan Organization System
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Lifetime Lawyer Portfolio | $9,970
- Comprehensive Trust
- Trust-Based Will
- Asset Review with Attorney
- Secure Client Portal
- Witness and Notary Service
- Unlimited Document Updates
- 1:1 Trust Funding Education & All Document Education – Life of Settlors
- Secure Document Storage – Life of Settlors
- Yearly Estate Plan Review – Life of Settlors
- Yearly Estate Law Reviews – Life of Settlors
- Successor Trustee 1-Hour of Law Firm Time Included (Trust Education, Training, and Assistance) Upon Client Passing
- Durable Power of Attorney
- Directive to Physicians (Living Will)
- Medical Power of Attorney
- Memorial Instructions
- Declaration of Guardian in Advance
- Trust Funding Memo
- Certification of Trust
- Personal Property Memo
- HIPPA Release
- Quarterly – Live, Client Only Webinars
- Estate Plan Organization System
Virtual Services FAQ
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What is the first thing I should do?Stop procrastinating and schedule a complimentary consultation to talk 1:1 with one of our attorneys.
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What is a basic will?
A basic will directs for the immediate distribution of assets and contains no specific provisions such as a testamentary trust for minor children, etc.
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What is a basic trust?A basic trust directs for the immediate distribution of assets and contains no specific provisions such as divorce proofing via descendant’s trusts, special needs provisions, international asset distribution, etc.
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What is a comprehensive trust?A comprehensive trust contains more complex distributions instructions including, but not limited to, such things as divorce protection via descendant’s trusts, trusts for minor beneficiaries, education trusts, age appropriate distributions, generational trusts, annual distributions, charitable bequests and more.
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What are some benefits of trust planning?There are too many to list, but here are a few: trusts are portable state-to-state; trusts (when funding correctly) avoid probate; trusts keep your affairs private; trusts are flexible enough to accomplish personal goals like creating an education fund; trusts protect an inheritance from divorce; trusts plan for a loved one with special needs and much, much more!
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Why do you conduct monthly legal education?One of the keys to having an up-to-date estate plan is to keep abreast of changes and best-practices in all areas of estate and finance law. While not every month will pertain to your specific situation, you will find the information presented informative and empowering.
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Texas is a community property state. Why do spouses need to write a will or trust?Community property is vastly misunderstood in Texas. Community property means that each spouse owns 50% of asset “X” and as such needs to leave instructions on how to dispose of that 50% upon his or her death. Assets do NOT automatically transfer to a surviving spouse.
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Why is the Comprehensive Trust Portfolio most popular?The Comprehensive Trust Portfolio allows Crain & Wooley to provide you with the highest level of service without worrying about the billable hour. The first 12 months of having a trust are the most important; it is during these months that you fund your trust. This portfolio gives you access to the firm for 12 months for assistance, questions, advice, changes and more without incurring billable hour charges.
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What comes in the Annual Report?Around month 11 of Comprehensive Trust Portfolio service, we conduct a review detailing: implications of law and tax changes, beneficiaries, special beneficiary instructions, assets funded into the trust and power of attorney agents. This report acts as a reminder of how your plan works and what it accomplishes as well as gives you about 1 month to request any changes be completed free of charge.
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Why should I pay a lawyer to write my will or trust when I can do it myself online for A LOT cheaper?To be blunt, you get what you pay for. If you look closely legal self-help websites, you will see disclaimer statements like “this is not legal advice” and “services are not protected by attorney-client privilege or as legal work product”. These template services don’t provide you with the opportunity to engage with an attorney for comprehensive planning: current goals, future goals, what-if planning, tax planning and much more. So, the real question is why would you trust a non-legal entity to draw up documents that dispose of all your hard-earned assets?
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What is a digital document locker?Secure exchange of information is vital to crafting your perfect estate plan. Crain & Wooley utilizes SmartVault, an SEC and FNRA approved, cloud-based document storage system. When using SmartVault we can securely communicate about your assets, end of life plans and general estate information without worrying about cyber security. SmartVault also allows you to store all your vital information like life insurance contracts, estate planning documents, assets lists and more in a secure manner while being able to access the information from anywhere on the globe.
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How do I know if I need a will or a trust?Schedule a free consultation with one of our attorneys; tell us your goals and concerns and then we will outline which estate planning tool best accomplishes your current and future goals.
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What is funding a trust?Funding your trust are the steps taken to make your trust is the owner of titled assets like your house, financial accounts, CDs, etc. Don’t worry – these actions do NOT impact your tax rate or your tax exemptions AND you remain in complete control of all assets. Your daily life does not change.
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Does a will require probate?Short answer – yes. There are at least 10 different types of probate. Schedule a time to talk with our attorneys to learn which type of probate fits your situation.
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What happens when my first 12 months is up?You have the option of renewing for $595/year to gain an additional 12 months of access to the firm. This access provides you with unlimited firm support for questions, changes and amendments without worrying about the billable hour. You will also receive an annual report for each renewal year.
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What if I only want a will or a trust and nothing else?Crain & Wooley does not try to up-sell or talk you into anything. We will lay out the best option for your situation and then complete only the work that you deem necessary.
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Do you offer payment plan options?Yes, our firm offers internal financing options.
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What services do you offer?Crain & Wooley is a full-service estate planning law firm. We have expertise in standard & taxable trusts, standard & complex wills, probate, adult guardianship, nursing home/Medicaid planning, small business formation, real estate transactions, existing document review/updates and more.
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I am not rich. Why do I need a will or a trust?If you have any type of asset (bank account, life insurance, house, condo, anything), you need a will or a trust. Gone are the days in which pay on death or beneficiary designations suffice.
Flat Rate Estate Planning Services
Flat Rate Estate Planning Services Proactively completing a comprehensive estate plan is one of the greatest gifts you can give your loved ones. You will provide peace of mind knowing that your estate settlement will be greatly simplified and estate administration costs lessened or eliminated depending on the estate planning tool you choose to use – a Will or a Trust.
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Flat-Rate Pricing*Finally, you won’t need a lawyer to understand your legal fees. We clearly communicate our pricing structure upfront, so you can feel comfortable with our service from start to finish. No surprises, no hidden fees. *Our flat rate fees apply only to proactive planning services.
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Optional Lifetime GuaranteeWith our optional lifetime guarantee, your will and trust will be automatically updated over the years to ensure it stays current with best practices, reflects your current wishes and minimizes future confusion for your family.
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Knowledgeable ServiceLaws change all the time. We stay up to date with all the latest information so that you’re covered. No one else in the region is as dedicated or educated in this area of law. We’re the experts so you don’t have to be.
Satisfied Clients Tell Their Stories
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"Thank you and God Bless you"
Thank you for being my Living Trust and other Estate documents attorney. Due to our move and storage of business and personal documents, we had trouble locating & we took a lot longer to respond to your drafts, etc. You were very patient with me and my needing lots of explaining of legal terms and meanings. At my age, I was concerned about getting things done but wanting it all done right. You were very prompt in responding to my questions and I think by time of signing I felt confident we had things just the way we wanted to protect my heirs. Thank you and God Bless you.
- Donna V. -
"Very much appreciated"
I am very much appreciated your service If anyone like me needed your service I will introduce about you. Everything you did with in a week. Very much satisfied all your service.- Sarah P. -
"Smooth and easy"
Learning about trusts at the meal was easy and educational. The set down at the office was where the finer points of trusts was explained. That is where and when we decided to make it safe and easy for our heirs. Our final meeting where we signed everything and an explanation of each item was given went smooth and easy. All in all I would say the investment in the trust was worth it.
Thank you to Crain & Wooley office and staff- Anonymous -
"Professional and knowledgeable"
My husband and I recently had our living trust completed through the help of Crain and Wooley. Justin and his staffs are professional and knowledgeable. A special thanks to client education specialist Stephen. He is such a nice gentleman and always answers our questions clearly and right to the point, and always ready to help by answering your concerns promptly. We will certainly refer the law firm to our families and friends!
- Susan X. -
"Excellent, Highly recommend"
We went to seminar to just find out what we needed to do for a will, They gave us all the info we needed right then there. Offered a really good price if we signed up to get one that day. A few weeks later after our appointment we have a Living trust. They were helpful with all our questions and were very thorough with these explaining the whole process. They stuck with the price that we paid + let us call anytime if we had any questions. Excellent, Highly recommend this company.
- Linda B. -
"So good to finally have a plan"
After worrying about our lack of estate planning for years, it feels so good to finally have a plan in place. Thank you for making the process relativity painless and offering the educational support we needed.
- Leslie W. -
"5 Stars"
Me and my appreciate Mr. Crosby we think that he was very professional in doing his job and we give him 5 stars when it come to him doing his Job.- James A. -
"Overall experience was seamless"
We recently had the opportunity to attend a workshop hosted by Crain & Wooley regarding wills and estate planning. Based on the information provided we decided to proceed with our estate planning with Justin and his team. The overall experience was seamless and the process was clearly communicated. We had our homework and once that was completed, several iterations later we had our final walk-through and signed estate plan. We would recommend Justin to our family and friends.
- Earl B.