Planning · Texas

Getting your affairs in order, in the order it matters.

When health changes, yours or a parent's, the to-do list changes with it. Check off what's already signed, and you'll see what's still missing, what comes first, and what it costs.

Nothing you tap on this page is saved or sent anywhere.

What's already in place?

Who are you planning for?

Tap each document that's already signed.

Why the order matters

Most of these documents can only be signed while the person understands what they're signing. That window can close faster than anyone expects. Without a power of attorney in place, a family's fallback is often a court guardianship: a public proceeding that takes time and money at the moment you have the least of both.

So the rule is simple: sign the documents that let someone act for you first. Sort out who inherits what second.

Things that don't need a lawyer, but do need doing

What it costs

Flat fees, published, quoted in writing before any work begins. Both plans include the powers of attorney, medical directives, and HIPAA authorizations.

PlanSingleCouple
Will-Only PlanWill, statutory durable power of attorney, medical power of attorney and directive, HIPAA authorizations.$1,700$2,400
Ridgeline Trust PackageRevocable living trust, pour-over wills, powers of attorney, medical directives, HIPAA authorizations, guardianship designations, one homestead deed into the trust, and a funding session.$3,900$5,000

Not sure which fits? That's what the free call is for. We won't sell you a trust you don't need.

Common questions

Is it too late if someone's health has already changed?

Not necessarily. What matters is whether the person can understand what they're signing, not their health. Call, and we'll tell you honestly.

I'm calling for a parent. How does that work?

Most calls like this come from adult children, and that's how it should work. We'll walk you through it. One thing to know up front: the documents belong to your parent, so part of our meeting will be with them alone. That isn't a formality. It's what makes the documents hold up if anyone questions them later.

What if there's already an old will?

Bring it. Sometimes it just needs the powers of attorney added; sometimes it needs replacing. We'll tell you which.

The paperwork is the part you can control.

A free 20-minute call. A flat price before any work begins. Then it's done.