Comprehensive Will Plan

The Comprehensive Will Plan offers a thorough and accessible estate planning solution for those who want to ensure that their wishes are clearly documented and that they receive the guidance they need. This plan includes the creation of a Last Will and Testament along with other essential documents to manage your affairs during your lifetime and upon your passing. Unlike our basic Will Plan, the Comprehensive Will Plan includes 12 months of access to our firm at no additional charge, allowing you to make updates and ask questions without worrying about extra fees. We also take the time to review your documents with you, ensuring that you fully understand their contents and how to use your estate plan effectively.

Included Documents and Services:

• Durable Power of Attorney: A 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: A 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: A 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: The Directive to Physicians, also known as a Living Will, 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: The Declaration of Guardian in Advance 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. This document is designed to simplify the guardianship process if it becomes necessary, providing peace of mind that your wishes will be respected. 
• Last Will and Testament: A Last Will and Testament is a legal document that outlines your wishes regarding the distribution of your assets and property upon your death. It allows you to specify how your estate should be divided among beneficiaries, designate a trusted person as the executor to carry out your wishes, and name guardians for any minor children. By creating a Will, you can ensure that your assets are distributed according to your preferences and that your loved ones are provided for. Without a Will, state laws will determine how your assets are divided, which may not align with your desires. A properly executed Will gives you control over your legacy, making the process smoother for your family and loved ones during a difficult time.
• 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.
• 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.
• 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.