108 Wild Basin Road, Suite 250
Austin, Texas 78746
512.330.9802
425 RR 2900
Kingsland, Texas 78639
325.388.7100

Family Wealth Planning

Level 1

Family Plan

For The Family Who…
Doesn’t have assets that would have to go through the court process called probate, but do want to do everything possible to make sure that their minor children will cared for by those they choose no matter what and to formalize who their health care agents will be and what care they will receive if they become permanently unable to communicate their wishes.
This family does notave sufficient assets to be concerned about Guardianship and so will rely on a durable power of attorney to allow their loved ones to control their assets if they become incapacitated, being aware that it may not work when needed.


The Family Plan…
Is a will-based plan that provides the peace of mind of knowing we are here to help you navigate the system during life and for your family after you are gone. Your Family Plan will also include Living Wills, Guardian Declarations for you and your minor children. Property Powers of Attorney, and Medical Powers of Attorney for you and your minor children so that you know that you and your minor children are taken care of to the extent possible without trust planning.
Your Family Plan includes a Child Guard Plan to do all you can to make sure that your mino children are always raised by the people you want and in the way you want and are never taken out of your home by the authorities.


Investment $1,500

Level 2

Trust Plan

For The Family Who…
wants the total assurance and peace of mind of knowing Family Wealth will be transferred to their beneficiaries with the most ease and convenience possible in the privacy of our office without publicny or court Evolvement and that if they become incapacitated, their successor Trustee, instead of s Court-supervised Guardian will manage their allaus
Clients choosing the Trust plan may opt to have escale tax planning and to protect their beneficiaries inheritance from lawsuits, loss in a divorce, and estate taxes.


The Trust Plan…
is a trust-based plan that provides the peace of mind of knowing we are here to help you navigate the system during life and for your family after you are gone.
Your Trust Plan will also include Guardian Declarations for you and your minor children. Property Powers of Attorney, and Medical Powers of Attorney for you and your minor children so that you know that you and your minor children are taken care of to the extent possible.
Your Trust Plan also includes the Child Guard Plan to do all you can to make sure that your minor children are always raised by the people you want and in the way you want and are never taken out of your home by the authorities.
We analyze how each of your assets is titled or designated and prepare an asset spreadsheet confirming what you own, how it is held, and what you need to do to fund your trust.


Investment $4,500 – $6,500

Level 3

Wealth Plan

For The Family Who…
want the total assurance and peace of mind of the Trust Plan AND the comfort of knowing that asset transfers have been taken care of by our office.

The Wealth plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.

WE DO IT ALL FOR YOU!


The Wealth Plan…
is a trust-based plathat includes all the components of the Trust Plan PLUS all your asset transfers and beneficiary designation preparations will be handled by us.

We analyze how each of your assets is titled or designated and prepare an asset spreadsheet confirming what you own and how it is held. Then we complete all of the forms and requests necessary to transfer every asset and designate every beneficiary for the maximum protection of your family and your assets.

Your Wealth Plan also includes the Child Guard Plan to do all you can to make sure that your minor children are always raised by the people you want and in the way you want and are never taken out of your home by the authorities.


Investment $6,750 – $10,500+