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This Essential Estate Planning Package provides peace of mind for the whole family – Dad, Mom, and one child. The package includes two Wills, two Financial Powers of Attorney, two Medical Powers of Attorney, two Physician's Directives, and two HIPPA Authorizations for parents. It also includes our Premium Young Adult Package, which includes a Will, a Financial Power of Attorney, a Medical Power of Attorney, and a HIPPA Authorization for young adults.


This package will help ensure that parents' needs are taken care of, as well as those of young college students and other young adults. The Wills allow you to name guardians for minor children and set up basic contingent trusts for them. The Powers of Attorney allow you to appoint someone you trust to make financial and medical decisions for you if you are unable to. The Physician's Directive allows you to express your wishes on how you will be treated if you have a terminal or irreversible condition. The HIPPA Authorization is important for young adults to ensure that parents can access their protected health care information.

 

Why does your young adult need these documents? Because when they turn 18, they are considered an adult, so you no longer have “parental” rights to their information or to make decisions on their behalf unless they appoint you to do so. Don't delay in getting this package for your family.

Estate Planning Package (a Couple) + 1 Young Adult

$1,195.00Price
  • The following are included with this package:


    •    A 15-minute initial phone or Zoom consultation if there is a question about the questionnaire or other issues that need to be addressed prior to drafting.
    •    Drafting of the following documents based on your questionnaire and any personal consultation:

    Parents: (1) two Wills, (2) two Powers of Attorney, (3) two Medical Powers of Attorney, (4) two Physician’s Directives, and (5) two HIPAA Authorizations.

    Young Adult: (1) a Will, (2) a Power of Attorney, (3) a Medical Power of Attorney, (4) a Physician’s Directive, and (5) a HIPAA Authorization.

    •    Review and editing of draft documents to make sure your documents meet your desires and needs.
    •    Signing/Execution of the completed documents at our office in Westlake or at one of our other Austin-area locations (Circle C, Lake Pointe, etc.). We ensure your documents are properly signed and correctly executed.
    •    The notarization fees are included in the purchase price if the signing occurs at our locations and per our normal schedule.


    The following are not included:


    •    For expedited or unusual signing scheduling demands (short notice, odd times outside of our norms, or an unusual location), there are additional charges, including a fee for the notary. The notary fee is $10.00 per acknowledgment (signature). A typical estate planning package will have seven acknowledgments, which equates to a fee of $70.00 per person (so for a married couple, it will be $140.00).
    •    For wills, two witnesses are required. The client is responsible for bringing their own witnesses. If the Client desires the Attorney to make arrangements for witnesses, we can do that. However, there is a $40 per witness fee that is paid to the witnesses.  These witness fees is not included in the purchase price.
    •    All edits or revisions after the second substantive revision are $100 each. 
    •    All additional fees must be paid at the time of signing.

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