Wills PLUS Planning Package

With the Wills PLUS Planning Package, it’s as if you’re getting a Texas Will free.    In other words, if you priced each legal document included in the Planning Package separately, you would see a savings of more than the cost of a Last Will and Testament in Texas.

 

The Wills PLUS Planning Package is a flat-rate bundle of legal planning documents that includes a Last Will, a power of attorney, a living will, and many others.  The PLUS Planning Package is convenient, affordable, and essentially all-inclusive.

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The Wills PLUS Planning Package includes important documents such as: a Texas Will, a Texas Durable Power of Attorney, a Texas Medical Power of Attorney, a Declaration of Guardian, HIPAA Authorization, a “Living Will” (Texas Advance Directive to Physicians), and an Anatomical Gift form (if desired).

 

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The Package Prices:

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Single Person – $500.00

Married Couple – $700.00 ($350 per spouse)

 

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Documents Included in the Package:


Texas Last Will and Testament ($300 separately)

Your will names who you’d like to serve as your executor, describes where you’d like your property to go when you die, names beneficiaries (heirs), how you’d like your debts (including inheritance tax or estate tax) to be paid, and may even create a trust. Shutt Law Firm provides clients valid Texas wills that are “self-proved”, which means that the will contains a special provision that does away with the need for witnesses to appear in probate court after the client dies.

Durable General Power of Attorney ($125 separately)

A power of attorney is a document that gives someone you trust the ability to make legal decisions on your behalf. A power of attorney is “durable” when it remains in effect even if you have been declared incapacitated. This document is helpful when you want to give someone the authority to, for example, pay your bills or make transactions for you if you are unable in the future.

Declaration of Guardian ($125 separately)

A guardian is a person who has the legal ability and responsibility to take care of another person (a “ward”). A guardian has much the same rights a parent has over a minor child. In Texas, if you become incapacitated at some point in life, the Probate Court may institute a guardianship so that you’ll have a guardian to make decisions on your behalf (where you’ll live, etc.). A Declaration of Guardian gives you the power to tell the court your preferences on who you’d like to be your guardian well before the need arises.

Living Will / Advance Directives ($125 separately)

A Living Will in Texas (often called an Advance Physicians Directive or Advance Directive) tells your doctor and hospital what kind of medical treatment you want in the event you are very ill and likely to die soon. The Living Will relieves stress for family members who may not feel comfortable making decisions about your medical treatment when, for example, the doctor thinks you are suffering from a terminal condition.

HIPAA Authorization ($125 separately)

The Federal government created a law called the Health Insurance Portability and Accountability Act (“HIPAA”). Part of HIPAA is a restriction on which individuals hospitals can give patients’ medical information to. Essentially, the hospital can only give your medical information to the people you specifically authorize. The HIPAA Authorization is an approved way of giving the hospital the ability to share your medical records with the people you designate.

Medical Power of Attorney ($125 separately)

A medical power of attorney is a document in which you (the “principal”) name someone you trust (your “agent” or “attorney-in-fact”) to make medical decisions on your behalf should you become unable to make medical decisions in the future. For example, if you are seriously ill and the doctors want to know which surgery you want, you may be unconscious and unable to speak with doctors. In this situation, your medical agent would be able to tell the doctors which surgery you’d want.

Anatomical Gifts / Organ Donor Form ($75 separately)

Many clients wish to donate organs but want a say in which organs can be donated and a say in who will receive the organs. If the client wants to make such elections, the client should complete the organ donor form as a part of the estate plan and keep the form in a safe place with the other important estate planning documents.

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The Wills PLUS Planning Package Process:


The first step in getting your flat-rate Wills PLUS Planning Package is completion of the Client Intake Questionnaire. Contact the law office to discuss your needs and get the client questionnaire. Once you have the client questionnaire, complete it on your own time, let the wills attorney know if you have any questions, and return the completed form to the law office.

After the Richardson estate planning lawyer receives your completed questionnaire, the attorney will begin work completing all of your estate planning documents. This process generally takes a week or two.

When the documents are ready, the attorney will contact you to schedule an in-office meeting to sign your estate planning documents.

The final step involves coming to the law office, along with two witnesses, to sign your estate planning documents.

The Texas Probate Code contains requirements for the proper execution of your Last Will and other documents, so the attorney strongly encourages clients to have the attorney oversee the execution of the documents.

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LET’S GET STARTED. . .

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Getting your Texas Will and other important estate planning documents is probably more simple than you think.  Shutt Law Firm offers all these documents in one, all-inclusive package. Call (214) 302-8197 or E-Mail ishutt@shuttlawfirm.com.