Comprehensive Trust Portfolio

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.

Below are the expanded details of our Comprehensive Trust Portfolio.

• Comprehensive Trust - Comprehensive Trust Planning goes beyond just creating a trust. Our program includes a proactive approach to estate planning, with scheduled reviews of all documents and assets, ongoing education, and regular check-ins to address any questions or required amendments. The program is turnkey, meaning we handle all necessary document reviews, trust funding education, and client meetings. Additionally, you have unlimited access to our team during the 12-month plan period, with no hourly billing for education and review meetings.
• Trust-Based Will - A Trust-Based Will is designed to complement your trust by "pouring over" any assets you own at the time of your death into the trust. If all your assets are properly held in your trust or as non-probate property, the Will may not need to be utilized. This ensures your estate plan functions as intended, with minimal involvement of the probate process.
• Asset Review With Attorney - Our "Asset Review with Attorney" service offers a comprehensive evaluation of your assets, ensuring they are fully integrated into your estate plan. You'll work directly with an attorney who will conduct a thorough analysis of your asset base, provide essential education on trust funding, and guide you through the process of adjusting your trust as your financial landscape evolves. This service is designed to empower you with the knowledge and strategies needed to maintain an effective estate plan.
• Secure Client Portal - 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.
• Witness and Notary Service - We offer the necessary witnesses and notary services to properly execute your estate planning documents. This ensures that your documents are legally valid and can be enforced according to your wishes.
• Unlimited Changes – 1 Year - As part of our lifetime and comprehensive plans, you are entitled to unlimited document updates and education without being billed by the hour. This service allows you to work with our team, ask questions, and make updates to your documents for 12 months (comprehensive plan) or for your lifetime (lifetime plan), ensuring your estate plan remains current and effective.
• 1:1 Trust Funding Education & All Document Education – 1 Year - This service is included in both the lifetime and comprehensive plans. It allows you to receive personalized education and updates on your trust and other estate planning documents for either 12 months (comprehensive plan) or for your lifetime (lifetime plan), without incurring hourly fees.
• 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.
• Directive to Physicians (Living Will) - 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.
• 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.
• Memorial Instructions - 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.
• Declaration of Guardian in Advance - 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.
• Secure Document Storage – 1 Year - This service provides secure storage of your estate planning documents for the duration of your lifetime. It ensures that your documents are always accessible and protected, extending beyond the 12-month period offered to comprehensive clients or the delivery phase for document-only clients.
• 1 Texas Deed Transfer - A Texas Deed is used to transfer property into your living trust. Properly transferring assets to your trust is essential to ensure they are managed according to your trust’s instructions and benefit from the protections a trust provides.
• Trust Funding Education Memo - The Trust Funding Education Memo is an essential resource provided as a follow-up to our trust funding education meetings. This document offers clear, written instructions and materials that detail how your assets coordinate with your trust, ensuring they are properly aligned with your estate planning goals. It guides you through the process of transferring your current assets into the trust and provides you with the knowledge to independently add or remove assets in the future, without needing additional legal assistance. This empowers you to maintain your trust effectively over time, ensuring it continues to serve your needs as your financial situation evolves.
• Certification of Trust - A Certification of Trust is a streamlined document that allows your Trustee to conduct transactions on behalf of the trust without providing the entire trust agreement. It confirms the existence of the trust and the Trustee's authority to act, simplifying the management of trust assets.
• Personal Property Memo - The Personal Property Memo allows you to specify gifts of personal property without the need to amend your entire trust. This flexibility makes it easy to update your wishes as circumstances change.
• 1 Estate Plan Review – Month 11 - Lifetime clients can request yearly reviews of their estate plan at no additional cost. Additionally, we provide an annual report summarizing your plan and informing you of any updates in the law, ensuring your estate plan remains aligned with your goals.
• 1 Estate Law Review – Month 11 - Lifetime clients can request reviews of estate law changes at any time. We also send an annual report with updates on relevant legal changes, keeping you informed and your estate plan up to date.
• HIPPA 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.
• Quarterly – Live, Client Only Webinars - As a client, you will receive invitations to our exclusive webinars, where we provide updates and education on estate planning, tax laws, and other relevant topics. These sessions are designed to keep you informed and engaged with the latest legal developments.
• Estate Plan Organization System - Our Estate Plan Organization System is available to Lifetime and Comprehensive clients. This system ensures that those responsible for managing your affairs during disability or after your passing have all the necessary information, contacts, and instructions to act according to your wishes.