Trust Plan
The Trust Plan provides a more detailed and proactive estate planning option for those seeking to avoid probate and ensure a smoother transition of assets. It includes the creation of a Living Trust, which allows your assets to pass directly to your beneficiaries without the need for probate, offering more privacy and control. Please note that additional time for education, questions, or revisions will incur separate fees.
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.
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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Will Plan | $1,545
The Will Plan provides the essential documents needed for a basic estate plan, ensuring your wishes are respected and your loved ones are cared for. It includes the creation of a Last Will and Testament, which outlines how your assets will be distributed upon your passing, as well as vital documents for managing your affairs during your lifetime. Please note that additional time for education, questions, or revisions will incur separate fees.
Included Documents and Services (Click Here for Legal Term Descriptions):
- Durable Power of Attorney
- Medical Power of Attorney
- HIPAA Release
- Directive to Physicians
- Declaration of Guardian in Advance of Need
- Last Will and Testament
- Document Signing Services
- Written Legal Education
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Trust Plan | $4,015
The Trust Plan provides a more detailed and proactive estate planning option for those seeking to avoid probate and ensure a smoother transition of assets. It includes the creation of a Living Trust, which allows your assets to pass directly to your beneficiaries without the need for probate, offering more privacy and control. Please note that additional time for education, questions, or revisions will incur separate fees.
Included Documents and Services (Click Here for Legal Term Descriptions):
- Durable Power of Attorney
- Medical Power of Attorney
- HIPAA Release
- Directive to Physicians
- Declaration of Guardians in Advance of Need
- Pour-Over Will
- Document Signing Services
- Written Legal Education
- Living Trust
- Trust Funding Education Memo
- Memorandum of Personal Property
- One Texas Deed Transfer
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Comprehensive Trust Portfolio (Recommended) | $6,985
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 (Click Here for Legal Term Descriptions):
- Durable Power of Attorney
- Medical Power of Attorney
- HIPAA Release
- Directive to Physicians
- Declaration of Guardians in Advance of Need
- Pour-Over Will
- Document Signing Services
- Written Legal Education
- Living Trust
- Trust Funding Education Memo
- Memorandum of Personal Property
- One Texas Deed Transfer
- Memorial Wishes
- Scheduled Document Review and Education
- Scheduled Asset Review and Trust Funding Education
- Secure Client Portal & Document Storage
- Unlimited Support and Updates for 12 Months
- Estate Plan and Law Review (Month 10)
- Client-Only Webinars
- Estate Plan Organizational System
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Lifetime Lawyer Program | $9,750
The Lifetime Lawyer Program offers a truly comprehensive estate planning experience, designed for clients seeking ongoing support without worrying about additional costs. Whether you choose to use a Living Trust, Last Will and Testament, or a combination of both as part of your plan, our program provides lifetime assistance to ensure your estate plan remains effective and aligned with your goals. This includes continuous support not just for you, but also for those who will manage your estate after you, such as Trustees and Executors, ensuring they have the guidance they need to fulfill their roles.
With the Lifetime Lawyer Program, all services are included for as long as you are living (or, in the case of married couples, as long as one spouse is living), making it easier to navigate life changes and legal updates. You’ll receive all necessary documents, unlimited updates, and ongoing legal education, allowing us to focus on building a lasting relationship with you—without the worry of being billed by the hour or for every meeting. It’s a turn-key solution that handles everything from the creation and filing of documents to the education needed to ensure you fully understand your estate plan.
Key Benefits of the Lifetime Lawyer Program:
- Unlimited Support and Updates for Life: Make as many changes or updates to your estate plan as needed, ask questions, and receive guidance without worrying about hourly fees. Whether you need adjustments due to life events, law changes, or simply have questions about your documents, we are here for you with no additional charges.
- Annual Law Review and Unlimited Meetings: Each year, we provide you with a report detailing updates on estate and tax laws, helping you stay informed about relevant changes. If you want to understand how these updates might impact your specific estate plan, you can schedule a meeting with us anytime, at no extra cost, ensuring your plan remains aligned with your goals.
- Client-Only Webinars: Access exclusive webinars that offer ongoing education on estate planning topics and updates on legal matters. At the end of each session, you’ll have the opportunity to ask questions and receive personalized answers from our legal team, giving you greater clarity and confidence in your estate planning decisions.
- Ongoing Support for Your Trustees and Executors: Our commitment extends beyond your lifetime. Upon your passing, your Successor Trustee or Executor will receive a complimentary one-hour consultation with our firm. This includes trust or will education, training, and a plan review, helping ensure a smooth transition and proper management of your estate according to your wishes. This added support eases the process for your loved ones during a challenging time.
With the Lifetime Lawyer Program, you gain peace of mind knowing that your estate plan is supported and maintained throughout your life and beyond. Our goal is to provide you and your family with the confidence that everything is taken care of, ensuring a seamless experience for you now and a smooth transition for your heirs in the future.
Included Documents and Services (Click Here for Legal Term Descriptions):
- Durable Power of Attorney
- Medical Power of Attorney
- HIPAA Release
- Directive to Physicians
- Declaration of Guardians in Advance of Need
- Pour-Over Will
- Last Will and Testament
- Lifetime Document Signing Services
- Written Legal Education
- Living Trust
- Trust Funding Education Memo
- Memorandum of Personal Property
- One Texas Deed Transfer
- Memorial Wishes
- Scheduled Document Review and Education
- Scheduled Asset Review and Trust Funding Education
- Lifetime Secure Client Portal & Document Storage
- Lifetime Unlimited Support and Updates
- Lifetime Estate Plan and Law Review
- Lifetime Client-Only Webinars
- Estate Plan Organizational System
- Successor Trustee and Executor 1-Hour of Law Firm Time Included Upon Client Passing
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Comprehensive Will Plan | $2,115
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 (Click Here for Legal Term Descriptions):
- Durable Power of Attorney
- Medical Power of Attorney
- HIPAA Release
- Directive to Physicians
- Declaration of Guardians in Advance of Need
- Last Will and Testament
- Document Signing Services
- Written Legal Education
- Scheduled Document Review and Education
- Secure Client Portal & Document Storage
- Unlimited Support and Updates for 12 Months
- Estate Plan and Law Review (Month 10)
- Client-Only Webinars
- Estate Plan Organizational System
Designed for Your Comfort & Convenience
Estate Planning With Us Means:
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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.