Services:

I offer revocable living trusts, wills, deeds, and incapacity planning documents.

Revocable living trusts are popular in Texas for a number of reasons:

  • Probate avoidance. A correctly funded revocable living trust can hold all of your property, making the probate process unnecessary. Your appointed successor trustee can begin carrying out your instructions after you pass without needing to hire an attorney or go to court.

  • Tax benefits. You can put your home into a revocable living trust and maintain a homestead exemption and mortgage. A house conveyed through a revocable living trust gets a step up in basis, which will reduce or eliminate capital gains taxes after a future sale.

  • Beneficiary protection. Receiving funds outright might not be in the best interest of a beneficiary. A spendthrift provision shields assets if a beneficiary has creditors, and provisions for a supplemental needs trust can keep a beneficiary from losing assistance for medical care.

  • Privacy. A will becomes public record after it is filed in probate court. Trust documents are not filed and stay confidential. If you convey your home into a trust, your name will no longer appear in the Central Appraisal District’s property records.

  • Flexibility. You can amend or revoke your trust and convey property in and out of it as you like. It will become irrevocable after you pass away.

A will conveys your property through the probate process. It is crucial to have one! With strategic beneficiary designations and the right kind of deed, significant assets can still pass directly to your heirs outside of probate.

A Lady Bird deed allows you to convey title but retain a life estate—the legal right to live in your home. This is an excellent tool for avoiding probate and provides the tax benefit of a step up in basis.

Incapacity planning helps you take care of yourself and others:

  • By having in place a statutory (financial) power of attorney, medical power of attorney, and HIPAA release of information authorization, someone you trust can see to your obligations and work with your doctors if you cannot.

  • With an advance directive, you relieve your caretakers of having to make very difficult end-of-life decisions by making the decisions yourself.

  • A declaration of anatomical gifts and an appointment of agent for disposition of remains continues your agency over your body.

  • A designation of guardian of minor children ensures a trusted caretaker for your family.

Flat fee pricing:

  • Revocable living trust, “pourover” will, deed, and incapacity planning documents $4,900

  • Will, deed, and incapacity planning documents $2,900

  • Will $1,500

  • Deed $900‍ ‍

  • Power of attorney $250

Estate planning can be a beautiful task.

It offers an opportunity to act out of love and responsibility—to look both within and beyond—and reflect on what matters.

Let’s talk!
Let’s talk!