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Trust Plan

Trust Plan

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 Trust Plan.

  • 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.
  • Global 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.
  • Medical Directive
  • Dec. 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.
  • 1 Electronic Change Request
  • Witness & 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.
  • Written Legal Education - As part of our comprehensive and lifetime programs, we provide both in-person and written legal education. This service includes guidance on funding your trust, asset reviews, and other topics related to your specific estate plan. Our goal is to equip you with the knowledge needed to confidently manage your estate.
  • Basic Trust
  • 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.
  • 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.
  • 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-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 Spreadsheet
  • 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.
  • 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.
  • 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.

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.

  • Basic Will Plan | $1,545

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    • 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
  • Trust Plan | $4,015

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    • 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 Education Memo
    • 1 Texas Deed Transfer
    • Trust-Based Will
    • Asset Spreadsheet
    • Personal Property Memo
    • Memorial Instructions
    • Secure Client Portal
  • Comprehensive Trust Portfolio (Recommended) | $6,985

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    • 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 Education 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
  • Lifetime Lawyer Portfolio | $9,970

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    • 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 Education Memo
    • Certification of Trust
    • Personal Property Memo
    • HIPPA Release
    • Quarterly – Live, Client Only Webinars
    • Estate Plan Organization System

Designed for Your Comfort & Convenience

Estate Planning With Us Means:
  • 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.

  • Optional Lifetime Guarantee
    With 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.
  • Knowledgeable Service
    Laws 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

  • "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.

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