Estate Planning
for Texas Families
Serving Clients Across the State of Texas
Convenient, Virtual Estate Planning
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Initial Remote Consultation
Review an Initial Draft of Your Estate Planning DocumentsÂ
Final Approval & Execution of Documents
You will work directly with licensed attorney, Vance Metcalf, to prepare an estate plan tailored to your particular family and goals. The first step is a virtual meeting via Zoom or Teams where Vance will get to know you and your family and discuss your estate planning needs and priorities. During this initial meeting, Vance will gather all information needed to prepare a first draft of your estate planning documents.
After the initial consultation, Vance will prepare an initial draft of your estate planning documents and send them to you via e-mail for your review and comment. An estate plan typically includes Wills, Statutory Durable Powers of Attorney, Medical Powers of Attorney, and Advance Directives to Physicians. In certain situations, and depending on your estate planning objectives, the use of a trust, such as a Revocable Living Trust, may be appropriate to help achieve your goals.
Vance will walk through your estate planning documents with you and make revisions and corrections as necessary. Our goal is to make sure you to fully understand your documents and have confidence that your estate plan reflects your wishes. We will then schedule a convenient time and location for you to sign the documents in front of a notary and two disinterested witnesses.
Key Estate Planning Documents
Last Will & Testament
A Last Will and Testament serves as the cornerstone of an estate plan. It allows you to specify how your property will be distributed, name guardians for your minor children, and select a person you trust to manage your estate and ensure your wishes are fulfilled.
Revocable Living Trust
A Revocable Living Trust is an estate planning tool that allows you to place assets in a trust during your lifetime while maintaining full control over those assets. Because the trust is revocable, it can be modified, amended, or terminated at any time. Assets properly transferred to the trust generally pass to beneficiaries outside of probate, helping to streamline the transfer process.
Powers of Attorney
A Statutory Durable Power of Attorney allows you to appoint someone you trust to handle your financial and legal matters in the event of incapacity. A Medical Power of Attorney allows you to name a trusted person to make medical decisions for you if you are unable to make or communicate those decisions yourself.