Will & Trust
"Without a will, courts decide who raises your children and who inherits your home."
76% of Americans have no will. 87% have no living trust. In Dallas, TX — where the median home value is $535K and thousands of families have children in ISD schools — this is a financial emergency hiding in plain sight.
A Last Will & Testament ensures your assets go exactly where you intend and, most critically, names a legal guardian for your minor children. Without one, a judge who has never met your family makes that decision.
A Living Trust goes further: it removes your estate from probate court entirely — a public, slow, and expensive process — and transfers your home and financial accounts directly to your heirs without court involvement.
Estate planning is not just for the wealthy. It's for every family that has people they love and things they've worked hard to build.
Key Features
- Last Will & Testament — asset distribution your way
- Living Trust — bypass probate completely
- Guardian designation for minor children
- Durable Power of Attorney (financial)
- Medical Power of Attorney
- Healthcare Directive / Living Will
- Beneficiary review & coordination
Who it's for
Parents with minor children, homeowners, anyone with assets over $50K, families with property in multiple states, first-generation wealth builders, and Dallas homeowners with estates above $500K.
Americans with Zero Estate Documents
Wealth Transferring to Next Generation by 2045
Of Estate Value Lost to Probate Costs
Average Probate Timeline — vs. Days with a Trust
Have Experienced Family Conflict from No Plan
If something happened to you tonight, who raises your children?
Without a will naming a guardian, a judge decides — a judge who doesn't know your family, your values, or your wishes. This is the most urgent reason every parent needs an estate plan. Today.
Your $535K Dallas home doesn't automatically transfer to your spouse.
Without a living trust, your home enters probate — a court process that can take 12–18 months, costs 2–5% of the estate, and is completely public record. A living trust sidesteps all of it.
Estate planning isn't for the wealthy. It's for anyone who loves someone.
40% of Americans avoid estate planning because they think they don't have enough assets. But if you have children, a home, a retirement account, or a bank account — you need a plan.
"Probate costs 3–7% of your estate and takes an average of 20 months. A living trust costs $1,500–$4,000 and bypasses court entirely. On a $400,000 home, the math is undeniable."
A will is a start. A trust is complete protection. The difference between the two could be $15,000–$28,000 out of your family's inheritance — plus nearly two years of waiting.
WHAT MOST PEOPLE DO
To protect your wife:
Simple Will
Cheap and fast — names heirs and guardians, but still goes through probate court.
Living Trust
More control, avoids probate — but most families never set one up.
⚠ Common Risks
Your wife might not get everything automatically. The court chooses who handles your estate. Delays in accessing money and accounts. Possible disputes between family members.
WITHOUT A WILL
Your estate still goes through probate court.
The Court Decides
Who inherits your assets. Who manages your estate as administrator.
This Process Can
Take months (or longer). Cost thousands in legal fees. Be deeply stressful for your family during the hardest time of their lives.
What Happens to Your Estate Without a Plan
Before your family receives a single dollar from your estate, attorney fees, court costs, and executor fees consume 3–7% of the total value. On a $500,000 estate, that's up to $35,000 — gone before the first check is written.
Most Americans assume probate takes 3–6 months. The national average is 20 months. Your family is frozen — unable to sell the home, access accounts, or settle affairs — for nearly two years. A trust makes this zero.
Probate is a public court process. Your estate value, debts, and beneficiary decisions are visible to anyone who requests the records. A living trust keeps everything completely private — your family's business stays your family's business.
Will vs. Living Trust — Side by Side
Pricing
Know What You're Paying Before You Call
No surprises. Every plan is explained before you commit.
Living Trust Package
- Revocable Living Trust
- Pour-Over Will
- Healthcare Directive
- Power of Attorney
- Probate Avoidance
Best for: Homeowners, parents, married couples, anyone with assets
Prices listed are for standard cases. Complex estates may vary. All packages include a free 45-minute review call before any documents are prepared.
Common Questions
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Ready to get started with will & trust?
Schedule a free consultation and let's build a strategy tailored to your goals.