We Offer Three Levels of Service for Your Unique Needs
We understand that planning for death or incapacity can be overwhelming and uncomfortable. Estate planning lawyer Morgan Gill and her team are here to help take the stress out of the Texas estate planning process and make it as easy as possible.
At Warren & Migliaccio, we offer three levels of Texas estate planning services to cater to the diverse needs of our clients. These services include
White Glove Full Service,
Everything But The Execution; and
Estate Plan Express.
White Glove Full Service
Our White Glove Full Service estate planning service is our top-tier service. It is ideal for anyone seeking comprehensive estate planning solutions and complete, hands-on support from your attorney. From the initial consultation to document execution, we hold your hand through the entire process.
Who Benefits?
White Glove Full Service is an excellent choice for anyone who wants a comprehensive estate plan and a traditional attorney-client relationship. If you value the peace of mind of having an experienced attorney handle every aspect of the process, this option may be best for you.
This service can benefit anyone who needs more than a simple estate plan. For example, we find that our clients often want this level of service when they have children, blended families, children or adults with special needs, or diverse assets and property.
This service is also a good option for anyone in the DFW and North Texas areas who prefers to handle their estate planning in person rather than online. Our primary office is located in Richardson, Texas.
What the Service Includes
When you choose our White Glove Full Service estate planning, you can expect the following:
- Planning meeting with our Estate Planning Attorney
- Custom estate plan that meets your needs and goals
- Estate planning documents drafted and reviewed by our attorney
- Signing meeting to review and execute your estate planning documents
- Instructions from our attorney about how to fund your trust, if applicable
- Free document revision for one year to ensure your estate plan continues to meet your needs (does not include converting to a different plan)
Included Estate Planning Documents
White Glove Full Service includes comprehensive estate planning solutions based on your unique needs and objectives. We offer the following estate planning documents:
- Last Will and Testament
- Revocable Living Trust
- Financial Power of Attorney
- Medical Power of Attorney
- Advance Healthcare Directive (Living Will)
- Declaration of Guardian
- HIPAA Release
- Transfer on Death Deed
Everything But The Execution
Everything but the Execution is similar to White Glove Full Service, with a couple of exceptions. Like our top-tier service, Everything but the Execution is ideal for individuals who want a comprehensive estate plan and the support of an experienced estate planning lawyer.
However, with this service, we only provide hands-on support up until document execution, which you would handle on your own. Instead, we will provide you with your drafted estate planning documents and instructions on executing them independently.
Who Benefits?
Everything but the Execution is a good option for clients with unique schedules that keep them from coming to our office or clients living outside the DFW area. You still get personalized attention from our firm and a custom estate plan ready to execute.
However, you also get the flexibility to finalize your documents through execution at your convenience. You must find a notary and witnesses to execute your documents to ensure they are legally valid.
What the Service Includes
When you choose our Everything but the Execution service, you can expect the following:
- Planning meeting with our Estate Planning Attorney
- Custom estate plan that meets your needs and goals
- Estate planning documents drafted and reviewed by our attorney
- Instructions from our attorney about how to legally execute your estate planning documents by yourself
- Instructions from our attorney about how to fund your trust, if applicable
- Free document revision for six months to ensure your estate plan continues to meet your needs (does not include converting to a different plan)
Included Estate Planning Documents
We offer the same comprehensive estate planning solutions to clients who choose our Everything but the Execution service as White Glove Full Service. These estate planning documents include:
- Last Will and Testament
- Revocable Living Trust
- Financial Power of Attorney
- Medical Power of Attorney
- Advance Healthcare Directive (Living Will)
- Declaration of Guardian
- HIPAA Release
- Transfer on Death Deed
Estate Plan Express
Our Estate Plan Express is our convenient online will service. It is ideal for someone who wants their last will and testament drafted correctly but knows their goals and does not need hands-on support from an attorney.
We have built a DIY estate planning software where you can access a portal and complete a questionnaire that will be sent to our firm. Then, based on the information you provide, our experienced estate planning attorney will draft, review, and send you your will and supporting documents. It will then be up to you to get your documents legally executed.
Who Benefits?
Our Estate Plan Express service can benefit anyone in Texas looking for a simple, cost-effective will package that meets their needs. For example, we find that this service often works well for young adults, college students, and individuals or couples without children.
However, it can work well for any individual or family who does not have a complex estate. While you handle much of the process independently, you get the assurance that an experienced Texas estate planning lawyer will correctly draft your documents.
What the Service Includes
When you choose our Estate Plan Express package, you can expect the following:
- Access to our DIY estate planning portal and questionnaire
- Estate planning documents drafted and reviewed by our attorney
- Instructions from our attorney about how to legally execute your estate planning documents by yourself
- Free document revision for six months to ensure your estate plan continues to meet your needs (does not include converting to a different plan)
Included Estate Planning Documents
Our Estate Plan Express service includes a comprehensive will package. You will receive the following documents:
- Last Will and Testament
- Financial Power of Attorney
- Medical Power of Attorney
- HIPAA release
Contact Warren & Migliaccio About Your Estate Planning Needs
At Warren & Migliaccio, we are here to take the stress out of estate planning and help you navigate it with confidence. With three levels of services to meet our clients’ diverse needs, we are confident that we have an estate planning option that is right for you.
Learn more about how we can help you develop an estate plan that secures your legacy and brings you peace of mind. Call us at (888) 584-9614 or contact us online to schedule a consultation.
