Estate Planning | The Complete Package
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Last Will & Testament
This document provides for the transfer of your estate to your designated beneficiaries. Additionally, this document names the executor of your estate, as well as the trustee of any trust you may have created in this Will, and your chosen guardian(s) who will take care of your children upon your passing.
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Statutory Power of Attorney
This document allows your appointed agent to manage all of your business/real property/financial matters during your lifetime. Based on your preferences, this document could either go into effect immediately or when a physician has certified in writing that you are mentally incapable of managing your financial affairs.
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Declaration of Guardian
This document enables you to designate who you would choose to serve as guardian of your person and guardian of your estate if a court found you were legally incapacitated and in need of a guardianship.
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Medical Power of Attorney
This document allows your appointed agent, such as a friend or a family member, to make healthcare and medical treatment decisions for you if you are unable to do so during your lifetime.
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HIPAA Authorization
This document permits your health care providers to give your designated agent(s) access to your protected health information, and to speak with your agent(s) about your health care during your lifetime.
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Directive to Physicians
In this document you make clear your intention that, in the event you are in a "terminal" or "irreversible" condition, your life should not be extended by artificial means (i.e., life support).
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Revocable Trust
This is a customized document created by you to manage your assets during your lifetime and upon your death. It can be revoked or amended by you at any time during your life.
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Transfer on Death Deed
Similar to using a payable-on-death designation for a bank account, a transfer on death deed allows you to retain ownership of your real property now, while naming one or more beneficiaries to inherit the property upon your passing without the need for a formal probate.
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Codicil
When simple changes need to be made to your last will and testament, a codicil can be used to revoke, supplement, or alter portions of the will. Once executed, the codicil acts as an addendum to the will.
Hourly Billing | Flat Fee
No Surprise Billing
The Process | In-Depth
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Step 1: Initial Consultation Call
Request your initial consultation by completing this simple form, scheduling your call at a time that is convenient for you, or calling our office directly to schedule at (806) 696-1076. During this 15 minute call, we will get to know one another, discuss your goals, and determine how we can best help you attain them. We will also answer any and all questions you might have about the estate planning process.
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Step 2: Intake Form
Fill out our intake form to the best of your ability and submit it for review. You are encouraged to list any questions you may have for us on the form. We can ensure that you feel comfortable through the process and have a complete understanding of your estate plan. After we review your intake form, we will schedule a follow-up consultation at your convenience.
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Step 3: Follow-Up Consult Meeting
During this follow-up meeting (75 minutes or less) we will thoroughly address all of your questions and provide recommendations for an estate plan tailored to suit your specific needs. It is important to us that you have a firm understanding of the documents you will be recieving. We will then provide a flat-fee quote and an engagement letter so that we can begin drafting the estate plan documents.
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Step 4: Document Drafts
Once you have signed the engagement letter and provided us with all of the information necessary to begin, we will draft your estate planning documents. Our drafting process generally takes a few weeks to complete. Once we complete your drafts, we will share your documents with you and invite you to review them and ask questions.
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Step 5: Document Review
You will review the drafts we provide to ensure understanding and accuracy. We will thoroughly discuss any questions and implement any necessary revisions to the documents at this time. Once you approve of all your documents, we will convert them to final form and coordinate a signing ceremony to finalize the process.
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Step 6: Signing
We will hold the signing ceremony at our offices. If you wish to sign at an alternative location, we will provide you with your estate planning documents, along with straightforward instructions explaining how to sign the documents. We will remain available to answer questions pertaining to the documents, and we will review the documents after they are signed to verify they were properly executed.