Wills, Trusts And Probate

Estate planning is much more than accumulating money and avoiding taxes. It's about peace of mind and protecting your family and legacy.

A last will and testament directs the disposition of your estate when you die. Without a will, the state of Texas substitutes its own formula for distributing your assets, which creates additional cost and uncertainty for survivors.

At Morris & McClimon Attorneys at Law, PLLC, our estate planning practice focuses on conserving and protecting your estate and related assets — with minimum taxes and other adverse consequences. Depending upon client needs, our attorneys can advise on a single estate planning issue or can assist on a broad range of personal and business goals, and implement the steps necessary to achieve those goals.

What Goes Into An Estate Plan?

A will specifies beneficiaries and who gets what, appoints guardians for minor children or adult disabled children and names a trusted executor to settle your estate.

Powers of attorney give control to an individual (usually a spouse) to manage your personal and financial affairs if you are incapacitated by dementia, illness or injury. We include special provisions so that your appointee can handle all transactions in your name, including Medicaid planning actions such as gifting of assets to heirs. We typically recommend a durable power of attorney that is effective today rather than commencing upon disability — otherwise who decides and defines when you are "disabled?"

A living will, or advance directive, clarifies your desires regarding life support and end-of-life care. This guides physicians and spares your loved ones from agonizing decisions about "pulling the plug." We take a more detailed approach than most law firms, including a provision to continue pain medications to the end. We identify four medical situations and 13 medical procedures. Most firms identify only one situation. HIPAA release will grant all applicable family members access to your medical records and updates of your condition.

We consider all the what-ifs and can advise on sophisticated trusts to bypass probate, reduce estate taxes or provide for a disabled child.

Cost Of Estate Planning Package

The fee for our standard estate planning package starts at $750 for individuals and $1,200 for married couples and includes:

  • Last will and testament
  • Medical power of attorney
  • Statutory power of attorney
  • Living will (Advance Directive)
  • HIPAA authorization
  • Funeral directive
  • Declaration of guardian

We also provide elder law and health care assistance to families facing a crisis or planning ahead for the next stage.

Probate And Estate Administration

If you have recently lost a loved one, we can also help your family through the probate process. A first step involves locating a will or estate plan. The size, complexity of the estate and potential for litigation will affect the length of the process. Contact us as soon as possible for our efficient and cost-effective legal representation.

Schedule A Consultation Today

Email our office or call 512-237-7009 to set up a consultation with one of our experienced attorneys.