Comprehensive Services

• Last Will and Testament (Individual) 
• Last Will and Testament (Married/Partnered Couples) 
• Testamentary Trust Provisions 
• Guardianship Designations for Minor Children 
• Personal Representative (Executor) Appointments

• Revocable Living Trust planning 
• Transfer-on-Death Deeds (TODD) 
• Lady Bird (Enhanced Life Estate) Deeds 
• Beneficiary designations and payable-on-death (POD) planning 
• Joint ownership strategies (when appropriate) 
• Small estate planning for simple estates 

• Revocable Living Trust (Individual) 
• Joint Revocable Living Trust (Married Couples) 
• Trust-based estate plans with coordinated pour-over wills 
• Amendments and Restatements of existing trusts 
• Trust Funding Guidance and Assistance 

• Irrevocable Life Insurance Trusts (ILITs) 
• Asset Protection Trust Structures 
• Medicaid/Long-Term Care Planning Trusts 
• Special Needs Trusts (First- and Third-Party)
• Charitable Remainder & Charitable Lead Trusts

• Establishing trusts with strong spendthrift clauses 
• Asset management protection for beneficiaries with creditor, divorce, or financial-mismanagement risk 
• Staggered distributions, discretionary distributions, and trustee-controlled support standards 
• Dynasty trust structures (where applicable) 
• Integration with revocable or irrevocable trust plans

•  Specialized estate planning tool for the lawful ownership, use, and transfer of firearms under applicable state and federal law 
• Designed to promote compliance, privacy, and continuity of ownership 
• Useful for long-term planning, shared access, and successor trustees 
• Properly structured to address regulatory and inheritance considerations

Financial Power of Attorney

• Durable Power of Attorney for financial and property matters
• Immediate or springing authority options

Medical Power of Attorney  

• Designation of Health Care Agent
• Alternate agent designations

• Stand-alone HIPAA Authorization 
• Integrated HIPAA Release within medical POA documents 
• Authorization for family members, fiduciaries, or care coordinators

• Living Will / Directive to Physicians 
• End-of-Life Treatment Instructions 
• Organ Donation Preferences 
• Do-Not-Resuscitate (DNR) coordination information

Guidance on choosing and establishing the appropriate legal entity for your business, with a focus on liability protection and operational needs. 

Preparation and filing of all legal documents required to form an LLC in Texas, along with customized operating agreements tailored to your ownership structure. 

Legal formation of Professional Limited Liability Companies that comply with Texas licensing requirements for attorneys, medical providers, therapists, and other regulated professions. 

Assistance preparing and filing the IRS election form (Form 2553) or entity conversion documents.
Clients should consult a CPA for tax implications of S-Corp status. 

Drafting of governing documents that establish roles, responsibilities, voting rights, management authority, and operational procedures for your business. 

Completion and submission of EIN applications to the IRS for newly formed business entities.
(No tax advice given; filing only.) 

Creation of agreements addressing ownership changes, partner exits, death or disability contingencies, and business continuity planning. 

 Legal planning for smooth transitions in leadership or ownership—whether passing the business to a partner, family member, or future successor.