We Help Dallas County, Collin County, and North Texas Residents Safeguard Their Legacy
Planning for the future, especially when it involves incapacitation or death, can be a daunting task. At Warren & Migliaccio, our team of experienced Richardson estate planning lawyers is here to guide you through the process. We strive to make estate planning as straightforward and stress-free as possible, leaving you with peace of mind knowing that you have a comprehensive plan that safeguards your legacy and protects your family’s future.
Estate Planning Documents We Offer to Texans
Our Richardson estate planning attorneys prepare custom estate plans for our clients using a full range of estate planning tools, including:
- Last will and testament. A last will and testament is the cornerstone of an estate plan. It outlines how you want your assets distributed after your death and appoints an executor of your estate to carry out your wishes. It also allows you to designate guardians for minor children in the event that both parents become incapacitated or pass away unexpectedly.
- Revocable living trust. A revocable living trust allows you to use and control your assets during your lifetime and transfer them to your beneficiaries upon your death without probate.
- Financial power of attorney. A financial power of attorney allows you to choose a financial agent or someone you trust to make financial and legal decisions on your behalf if you become incapacitated.
- Medical power of attorney. A medical power of attorney allows you to appoint a medical agent or someone you trust to make healthcare decisions on your behalf if you cannot make them yourself.
- HIPAA release. A HIPAA release allows your medical agent and loved ones to receive updates about your medical condition from your doctors and access your protected medical information.
- Advance healthcare directive. An advance healthcare directive, or a living will, allows you to specify your wishes for end-of-life care.
- Declaration of guardian. A declaration of guardian enables you to designate a guardian for your minor children if both parents become incapacitated or pass away.
- Transfer on death deed. A transfer on death deed (TODD) lets you transfer real estate properties to designated beneficiaries upon death without probate.
Choose From Three Levels of Estate Planning Services
Warren & Migliaccio offers three levels of estate planning services to meet your needs:
White Glove
If you are looking for customized estate planning solutions and comprehensive support throughout the estate planning process, our White Glove service is the perfect fit. Our attorneys will lead you through every step, ensuring no detail is overlooked, from the initial consultation to the final execution and ongoing updates of your documents. Our White Glove service includes:
- Planning meeting with our Richardson estate planning lawyer
- 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 about how to fund your trust, if applicable
- Free document revision for one year (does not include converting to a different plan)
Learn what you can expect from the client journey when choosing our White Glove service.
Everything but the Execution
Our Everything but the Execution service is similar to our White Glove service, except you handle the legal execution of your documents at your convenience. This option is ideal for anyone who wants personalized attention from an attorney and a custom-prepared estate plan but may not have the time to come to our office. This service includes:
- Planning meeting with our Richardson estate planning attorney
- Custom estate plan that meets your needs and goals
- Estate planning documents drafted and reviewed by our attorney
- Instructions about how to legally execute your estate planning documents by yourself
- Instructions about how to fund your trust, if applicable
- Free document revision for six months (does not include converting to a different plan)
Estate Plan Express
Estate Plan Express is our online estate planning service. It includes everything you need for a simple estate plan with flat-fee pricing and a quick turnaround. When you choose our Estate Plan Express service, our Richardson estate planning lawyers will prepare the following documents to meet your needs:
- Last will and testament
- Financial power of attorney
- Medical power of attorney
- HIPAA release
Getting started with Estate Plan Express is quick and easy. Visit our online estate planning portal and create an account. Then, you can access our easy-to-use, guided questionnaire. This questionnaire will walk you through the process of providing us with the necessary information to draft a comprehensive estate plan that meets your needs.
Our Richardson estate planning lawyer will prepare your documents based on your responses and send them to you through the portal. Your documents will be ready for your signature and execution with a notary. We will provide detailed instructions for legally executing your documents at your convenience to ensure they are legally valid and enforceable.
We also include six months of document revisions, excluding converting to a different plan, to ensure your plan continues to meet your needs.
Where to Find Us in Richardson, TX
Our primary office location is in Richardson, TX. You can find us at:
Where We Serve
Beyond our office in Richardson, we work with individuals and families throughout the Dallas-Fort Worth area and North Texas:
- Dallas County: Dallas, Irving, Garland, Grand Prairie, Richardson, DeSoto, and Farmers Branch
- Collin County: Plano, Frisco, McKinney, Carrollton, Allen, Murphy, and Anna
- Denton County: Denton, Lewisville, Flower Mound, Little Elm, The Colony, Corinth, and Highland Village
- Rockwall County: Rockwall, Fate, and McLendon-Chisolm
- Tarrant County: Fort Worth, Arlington, North Richland Hills, Euless, Bedford, and Keller
Contact Our Richardson Estate Planning Lawyers Today for a Free Consultation
Are you ready to take the first step in protecting your legacy and securing your future? If so, do not hesitate to reach out to a Richardson estate planning attorney from our firm today to schedule a free consultation. We are happy to answer your legal questions and discuss how we can help you set up an estate plan that meets your needs. Call us at (888) 584-9614 or contact us online.