Crisis Estate Planning
We focus on assisting families who are in a medical crisis and just found out they are in a legal crisis too. Many times families do not have the documents needed to make decisions, or their documents are outdated or weak.
If your documents are not STRONG enough to get the job done we can assist quickly to get them in place.
We also love to help families PRE-PLAN for that crisis and protect assets when time allows!
What is Crisis Estate Planning?
WHAT WE DO:
Estate Planning for those who have a new diagnosis of chronic illness or significant change in life.
We focus on creating your new estate plan or auditing and updating your current plan to meet your needs in the event you are unable to manage your assets or your medical decisions if you are unable.
Our basic plans start at $1500.00 for the 6 core Documents: Last Will and Testament, Durable Power of Attorney, Medical Power of Attorney, HIPAA release, Disposition of remains and physicians directives. You may choose all of the above or a combination of what you want.
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Lady Bird Deeds or Transfer on Death start at $750.00
OUR PROCESS:
We ask for information on family, assets and decisions in advance to ensure your free consultation is as personalized as possible for your needs.
The free consultation discusses your choices while we educate you on your options for you and your family needs. Once you have defined your personalized estate plan
Within 1-2 weeks of engaging us you will have your review meeting.
Within 1-2 weeks from your review meeting you will have your signing meeting.
WHY WE DO IT:
In the absence of legal planning otherwise, your estate will be distributed after death according to Texas laws of intestacy. Of course, this may not be the plan you would have chosen. A properly drafted estate plan will replace the terms of the State’s estate plan with your own.
Estate planning has traditionally been about passing on assets after death. With new medical technology and interventions the potential for a lengthy disability phase has increase by years over the last few decades. Many times by the time the family comes to us for probate there is little to nothing left in the estate to probate due to medical bills or debt.
With proper crisis planning and stronger estate documents, you may be able to protect and preserve assets or give your agents the options to do so in the future.
There are many legal strategies and options you may have in estate planning, including wills, revocable living trusts, irrevocable trusts, durable powers of attorney, medical powers of attorney and disposition of remains.