Thoughtfully Crafted Estate Planning Packages
for Texas Families
At NTX Estate Law, we believe every Texas family deserves an estate plan that actually protects their Legacy, not just a stack of legal documents.
Every family is different - which is why we offer three carefully designed planning paths. Each plan focuses on protection, clarity, and long-term peace of mind, delivered with transparent flat-fees and a supportive, attorney-guided process.
This isn’t simply “buying documents.” This is building a protection strategy tailored to the people you care about most.
Which Plan is Right for Your Family?
Before diving into the details, here's the way to think about our plans:
The Essentials
I want a legal foundation and emergency protections. The "break glass in case of emergency" plan.
Foundational Trust Plan
I want to take additional steps to avoid probate, simplify things for my family, and plan for contingencies.
Legacy Vault Plan
I want long-term protections, structured inheritances, and generational planning to ensure a lasting legacy.
Each plan serves a different need. What matters most is choosing the one that truly covers the goals you have for your family and legacy (not simply the lowest-cost option).
The Essentials
A Solid Foundation for Any Texas Household
Ideal for: Texans who need a legally sound, affordable, streamlined starting point.
The Essentials Plan provides the minimum protections every adult in Texas should have—married or single, with or without children. If you want clarity, control, and peace of mind in emergencies, this plan covers the core legal decisions that affect your family the most.
What This Plan Solves
Without these basic protections, your family may face:
Confusion over who can make medical or financial decisions
Delays accessing bank accounts or paying bills
Conflicts over your final wishes
Probate complications for your home or belongings
No clear guardianship choices for children
The Essentials Plan ensures the right people can step in when needed—and that your voice guides every decision.
How This Plan Protects You
This plan provides:
Authority → Someone you trust can make financial and medical decisions
Clarity → Clear instructions on your wishes
Simplicity → A probate shortcut for your home (when appropriate)
Security → Beneficiary guidance to prevent costly mistakes
It’s your “break glass in case of emergency” protection.
What's Inside (Tools We Use to Support the Strategy)
Last Will & Testament
Durable Financial Power of Attorney
Medical Power of Attorney
Advance Directive
HIPAA Release
Beneficiary Designation Review & Counsel
Transfer-on-Death Deed or Lady Bird Deed (when appropriate)
Foundational Trust Plan
Probate Avoidance + Contingency Planning, Made Simple
Ideal for: Homeowners, parents of minor children, and families who want to both stay out of Texas probate court and protect against life’s uncertainties.
Our most popular plan for modern Texas families, this package helps ensure effortless continuity if something happens to you or your spouse. It includes a customized Revocable Living Trust designed to keep your assets organized, accessible, and protected.
What This Plan Solves
This plan protects families from:
The delays and stress of Texas probate
Confusion or disputes during incapacity
Lack of planning for minor children
Difficulty managing financial accounts
A scattered or disorganized estate
For many families, probate avoidance alone makes this plan a must.
How This Plan Protects You
With this plan, your family receives:
A Revocable Living Trust → Keeps your estate out of court
Clear trustee instructions → Seamless management if you become incapacitated
Guardianship planning → Protects children and keeps siblings together
Flexible inheritance options → You choose how and when your children receive assets
Structured contingency planning → Easily handles “what if” scenarios
This plan keeps life simple for the people you love.
What’s Inside (Tools We Use to Support the Strategy)
Revocable Living Trust (“Family Trust”)
Pour-Over Will
Certification of Trust
Guardianship Designations for Children
Advance Directive & HIPAA Authorization
Durable Financial & Medical Powers of Attorney
Personal Property Instructions
Transfer of Real Estate and Business Interests to the Trust
Unlimited funding guidance for accounts
Digital backup of all documents
Legacy Vault Plan
Go Beyond Probate Avoidance and Build Lasting Generational Protection
Ideal for: Families who want enhanced planning, remarriage protections, and long-term safeguards for spouses and children.
This is our most comprehensive estate plan before breaking into advanced planning techniques – designed for families who want structured inheritances, divorce protection for children, robust incapacity planning, and long-term asset protection options.
If you’re building a true legacy, this is the plan.
What This Plan Solves
This plan prevents:
Assets being lost to divorce or creditors
Inheritances being spent too quickly
Disputes in blended families
Lack of long-term oversight or control
Vulnerable children receiving too much too soon
This is the plan for families who want durable protections—not just simple transfers.
How This Plan Protects You
With this plan, your family receives:
Continuing Lifetime Trusts for children → divorce & creditor protection
QTIP / AB provisions → protect your spouse and children
Enhanced incapacity planning → disability panels & trustee safeguards
Structured generational wealth → built-in guidance across decades
Advanced distribution strategies → for blended or complex families
This is the plan that protects your family today and tomorrow.
What’s Inside (Tools We Use to Support the Strategy)
Everything in the Foundational Trust Plan, plus:
Advanced Revocable Living Trust
Multi-layered distribution & protection strategies
Remarriage Protection strategies
Continuing Lifetime Trusts for Children
Enhanced incapacity planning options
Financial & Medical Powers of Attorney
Advance Directive & HIPAA
Pour-Over Will
Our Process
Simple, Modern, and Designed Around Your Family
Whether you choose The Essentials or the Legacy Vault Plan, our planning process is the same:
Common Questions
You have questions - We have answers
Yes! Our Estate Planning Attorneys focus exclusively in this area of law – in particular on building customized solutions for families that actually work when needed most. Legacy Stewardship is at the heart of everything we do at NTX Estate Law.
Start with a 20 minutes Discovery Call with our team to make sure we’re the right fit for your needs. If we both agree it’s a good fit, schedule a Design Meeting with your Estate Planning Attorney in person or via Zoom. Once your plan is designed, the Attorney will draft the plan and send you a customized review video explaining every part. We discuss updates/questions as much as needed, and when a final version is agreed to our mobile notaries will Sign the Plan with you at home around your schedule (or you can come into our Keller office).
Legacy Stewardship is about making sure your plan actually works when needed. A big part of that is when your final plan is signed, we don’t disappear! We work together to ensure your plan works as intended with unlimited guidance on Title/Beneficiary updates. As life changes, we’re here to answer any questions that come up and make adjustments as needed as well – just send your estate planning attorney an email or give us a call anytime!
After your design meeting with your estate planning attorney, the initial drafts and your customized video walkthrough will typically be ready within 1-2 weeks. You can take as much time as you need to review your plan and ask any questions directly with your attorney. Most clients will complete their plan in 4-6 weeks start-to-finish. Expedited plans are available as well – just tell us your timeline when we first talk if a faster plan is needed and we can typically accomodate.
No! While we do have an office location in Keller, Texas that our team works out of full time, you do NOT have to step foot in our office if virtual is more convenient for you. Our modern approach allows us to come to you via video conferencing without losing the touch of personal service. When your final plan is ready, mobile notary service can help accomodate even the busiest of schedules wherever it’s most convenient for you. Stay in touch with your attorney anytime via phone, text, email, or Zoom, at your preference, without losing any valuable time.
No! We are not glorified resellers of documents and we are not beholden to one software company/template. All of our estate planning packages are custom designed to fit your unique needs and drafted personally by the attorney assisting you. Our estate planning attorneys have curated drafting preferences they’ve established for common situations based on 20+ years of experience, but any part of your plan can be completely customized to fit your family.
Yes, our estate planning packages typically include our office directly transferring real estate, business interest, and personal property for you (including recording deeds with the County Clerk). For financial accounts, we’ll directly advise based on your individual accounts, but we’ll often need your participation in making the update with the financial institution (either title update or beneficiary update). You won’t fly solo here though, we’ll walk you through it step by step and help with any needed forms.
For plans that fall into one of our flat fee offerings, they will typically range from $2,000 – $5,000 based on the overall goals and complexity. Even with standard offerings that fit most family situations and goals, it’s important to remember that there are always outliers to consider and plan for accordingly. Remember, you’re not shopping for documents, you’re looking for effective Legal Counsel to best protect your loved ones and leave behind a New Legacy.
Ready to Protect Your Family's Future?
Schedule a Discovery Call to find the right plan for your family and take the first step toward lasting peace of mind.
