Comprehensive Trust Portfolio

The Comprehensive Trust Portfolio is a complete, turn-key estate planning solution designed for those who want thorough, personalized guidance and peace of mind. Unlike our Will Plan and Trust Plan, which provide essential documents but do not include additional assistance or ongoing education, the Comprehensive Trust Portfolio goes beyond the basics. With this plan, you receive not only the foundational estate planning documents but also an entire year of unlimited support—without worrying about being billed for every meeting, question, or update.

What makes this plan truly unique is that all services are provided for a single, one-time flat fee. This means you won't face unexpected charges for meetings, revisions, or additional requests. We take care of everything from start to finish, including drafting and filing documents, reviewing your assets, and providing ongoing education to ensure you fully understand how your estate plan works. The typical process takes 2-3 months, but with 12 months of access, you have ample time to ask questions, adjust your plan, and gain the confidence that everything is handled correctly—without the pressure of running out of time or incurring extra costs.

By choosing the Comprehensive Trust Portfolio, you gain the assurance that your plan is not only comprehensive but also proactively managed. You receive the support you need to make sure every asset is accounted for, every document is understood, and every detail of your estate plan is implemented correctly. This inclusive approach allows you to focus on what matters most—knowing that your estate plan is ready to serve your needs and protect your legacy.

Included Documents and Services:

• Durable Power of Attorney: Allows someone you trust (your agent) to manage your non-medical affairs if you are unable to do so. This can include tasks like managing real estate, handling financial transactions, and signing tax returns.
• Medical Power of Attorney: Authorizes someone you trust (your agent) to make medical decisions on your behalf if you are unable to do so. Your agent will have the authority to decide on treatments, including when to withhold or withdraw life-sustaining interventions.
• HIPAA Release: Allows designated individuals to access your medical information, as protected by the Health Insurance Portability and Accountability Act (HIPAA). This document is especially important for those named as your Medical Power of Attorney agent, enabling them to make informed decisions about your care.
• Directive to Physicians: Also known as a Living Will, this document allows you to outline your preferences for medical treatment in situations where you cannot make decisions for yourself. You can specify conditions under which you do not want life-sustaining treatment and detail particular treatments you wish to avoid.
• Declaration of Guardians in Advance of Need: Allows you to choose who will serve as your guardian if you ever require one. You can also designate individuals who should not serve as your guardian, providing peace of mind that your wishes will be respected.
• Pour-Over Will: A Pour-Over Will is a type of will specifically designed to work alongside a Living Trust. It ensures that any assets not already placed into your Living Trust during your lifetime will be “poured over” into the trust upon your death. This means that any assets you may have inadvertently left out of your trust—such as newly acquired property or personal items—will still be governed by the instructions and distribution plan you established in your trust.

While a Living Trust allows you to transfer assets directly to beneficiaries without going through probate, the Pour-Over Will acts as a safety net to catch any assets that weren’t properly transferred into the trust before your passing. These assets will still go through the probate process, but once the probate process is complete, they will be transferred into the trust for distribution according to the trust’s terms.

A Pour-Over Will can also serve another important role: it allows you to state who your minor children will live with, something a Living Trust does not do. This makes it a valuable component of a complete estate plan, ensuring that your wishes regarding your children’s living arrangements are respected.

• Document Signing Services: Our Document Signing Services ensure that your estate planning documents are properly signed, witnessed, and notarized in accordance with Texas legal requirements. We provide a professional environment where every detail is handled with precision, ensuring the legality of your documents. This service includes all necessary notaries and witnesses, giving you peace of mind that everything is in order. Upon completion, you will receive both physical originals and digital copies of all your signed documents for your records.
• Written Legal Education: Supplementary materials to help you understand the documents provided.
• Living Trust: A Living Trust is a legal document that allows you to manage your assets during your lifetime and ensures a smooth transition of those assets to your chosen beneficiaries upon your death, without the need for probate. By creating a Living Trust, you become the “grantor” of the trust, and you can serve as the initial trustee, retaining full control over your assets while you are alive and able. You can add or remove assets from the trust, make changes to its terms, or even dissolve it entirely if your needs change.

Upon your passing, the successor trustee you have named will manage and distribute the assets held in the trust according to your instructions, without needing to go through the public and time-consuming probate process. This can result in significant savings in time and money for your beneficiaries, as well as maintaining privacy regarding the nature and value of your assets.

A Living Trust also provides benefits if you become incapacitated during your lifetime. Your successor trustee can step in to manage the trust assets on your behalf, avoiding the need for a court-appointed guardianship and ensuring that your affairs are handled according to your instructions.

With a properly funded Living Trust, you can ensure that your assets are distributed exactly as you wish, providing for your loved ones, supporting charitable causes, or protecting a family business. This flexibility and control make a Living Trust an excellent tool for estate planning, allowing you to adapt your plan as life circumstances change.

• Trust Funding Education Memo: Written instructions that guide you through the process of transferring assets into your Living Trust. 
• Memorandum of Personal Property: A written document that allows you to specify the distribution of personal items, such as family heirlooms, collections, or sentimental belongings, that may not be covered in the Trust or Will.
• One Texas Deed Transfer: Includes the drafting and recording of a deed for one Texas property, simplifying the process of transferring real estate into your trust. Transferring assets to your trust is essential to ensure they are managed according to your trust’s instructions and that your property benefits from the protections a trust provides. If you have additional properties that need to be transferred into the trust, our firm can draft and record those deeds as well, with a separate fee for each additional deed.
• Memorial Wishes: Our Memorial Wishes document provides a thoughtful and detailed approach to planning your final arrangements. We work closely with you to ensure your specific desires regarding cremation, burial, and the type of service you envision are clearly documented. Whether you have preferences about religious or secular services, music, readings, or other personal touches, this document allows you to leave precise instructions on what you do and do not want for your memorial. This ensures your loved ones can honor your memory according to your wishes, providing them with clear guidance during a difficult time. 
• Scheduled Document Review and Education: As part of our commitment to ensuring you are fully informed and confident in your estate plan, this service includes proactively scheduled meetings to review all aspects of your documents. During these sessions, we make sure that you understand the purpose and implications of each document, equipping you with the knowledge needed to use your estate plan effectively. Our goal is to ensure that you feel confident in managing your estate plan independently—without needing to rely on additional legal services for your plan to function as intended. Many people sign documents without truly understanding their content, but we ensure that you are not one of them. With our guidance, you won’t just have legal documents—you’ll have a clear understanding of how they work to protect your interests and achieve your goals.
• Scheduled Asset Review and Trust Funding Education: We conduct a review of all your assets to ensure they are properly aligned with your Living Trust, helping to secure everything you’ve worked for throughout your life. Our goal is to ensure that every asset is covered and integrated into your plan, maximizing its effectiveness. This process involves in-depth discussions with you to review the best strategies for managing and protecting your assets. As part of this service, we go beyond providing written instructions—we offer detailed education about trust funding, ensuring you understand how to properly transfer assets into your trust and keep it up-to-date. By taking the time to analyze and plan together, we ensure that your estate plan is fully tailored to your needs and goals, giving you peace of mind that nothing is overlooked.
• Secure Client Portal & Document Storage: Our Secure Client Portal provides you with 24/7 access to all drafts, final signed documents, messages, and information related to your estate plan. The portal is built with multiple layers of security, including encryption, security audits, and two-factor authentication, ensuring your information is always protected. 
• Unlimited Support and Updates for 12 Months: We understand that one of the main reasons people struggle to understand their estate planning documents is that they don’t receive enough guidance from their attorneys. That’s why our plan includes unlimited access to our team for 12 months, allowing you to make as many changes or updates to your estate plan as needed without any additional hourly fees. Whether you need more education, have follow-up questions, or want to review your documents in detail, you can call, email, text, schedule video calls, or meet with us in person as often as you need. If you realize that you need adjustments after seeing your documents or have concerns along the way, we're here to provide the support you need—at no extra cost. This means you can focus on getting your plan exactly right without worrying about unexpected charges for the time and attention you deserve.
• Estate Plan and Law Review (Month 10): At the 10-month mark, we provide you with a report that reviews your entire estate plan and includes any relevant updates in estate and tax laws. This assessment helps identify any changes or adjustments that may be necessary due to life events, shifts in your financial situation, or new legal requirements, ensuring your plan remains compliant and effective. The review may also raise questions or provide new insights, and we’re here to address those, offering additional education and guidance as needed. If you wish to discuss the findings in more detail, you still have two months left on your plan to consult with us at no additional charge, ensuring you have all the information and support needed to keep your plan on track.
• Client-Only Webinars: Enjoy access to exclusive webinars designed specifically for our clients, covering a wide range of estate planning topics and providing ongoing education on relevant legal and tax updates. These sessions not only keep you informed about changes that could impact your estate plan but also offer a chance for deeper understanding of key concepts. At the end of each webinar, we hold a dedicated Q&A session where you can ask questions and receive clear, personalized answers from our team, ensuring you have the knowledge you need and relevant updates in estate and tax law.
• Estate Plan Organizational System: A tailored system designed to consolidate all of your essential estate planning documents and information in one accessible place. This ensures that everything your loved ones need is organized and easy to find, whether you become disabled or pass away. It provides peace of mind knowing that your family will have clear guidance and access to critical documents and information when they need it most.