We Help Collin County and North Texas Families Plan for the Future
Estate planning is not only for the wealthy or older people. In fact, it can benefit any adult, regardless of age or finances. With a solid plan, you can protect yourself and your loved ones, safeguard your assets, and ensure your wishes are followed. Our experienced estate planning attorney in Plano is here to take the stress out of the process. We will guide you through every step and create a comprehensive plan tailored to your needs.
Plano Estate Planning Essentials & Need-to-Knows
- Key documents: Wills, revocable living trusts, powers of attorney, HIPAA releases, and advance healthcare directives — customized to your needs and goals.
- Who it is for: Any Texas adult in Plano, the DFW area, or across the state, no matter your age or wealth.
- Why now: Appoint guardians for your children, plan for healthcare decisions, and avoid intestacy surprises.
- How we work: Three service levels — White Glove, Everything but the Execution, and Estate Plan Express (online will package).
- How to get started: Schedule a free consultation or start online with Estate Plan Express.
When you work with us, you get peace of mind knowing that your estate plan protects you during your lifetime, safeguards your legacy, and makes things simpler for your loved ones during a difficult time.
Why Is Estate Planning Important?
Estate planning protects you at every stage of life. It ensures those you trust can help you if needed, your assets pass to your intended beneficiaries, and your wishes are honored. A comprehensive plan safeguards you while alive and gives your family security when it matters most.
A common misconception is that estate planning is only for the wealthy or older people. In reality, it benefits anyone — regardless of age, health, or financial status. With the right documents, you can:
- Choose how your assets are distributed after death
- Name a guardian for minor children
- Make end-of-life care decisions
- Appoint someone you trust to make medical decisions if incapacitated
- Appoint someone you trust to handle financial matters if you cannot
By putting a plan in place, you protect yourself and your loved ones in the event of incapacitation or death.
Call (888) 584-9614 or click here to submit a consultation request form now.
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Key Estate Planning Documents in Plano, Texas
At Warren & Migliaccio, we can help you create an estate plan tailored to your unique needs, ensuring peace of mind for you and your loved ones. We offer comprehensive estate planning solutions, including the following documents:
Last Will and Testament
A last will and testament allows you to break down how your assets should be distributed upon your death. It also allows you to appoint someone to manage your estate upon your passing. Parents of minor children can also use a will to choose guardianship.
Revocable Living Trust
A revocable living trust allows you to manage and use your assets during your lifetime. It also allows you to specify how to distribute them upon your death. More so, assets placed in a living trust avoid probate. This allows a private and efficient transfer to your beneficiaries upon your passing.
Powers of Attorney
There are many types of powers of attorney, including:
- Financial power of attorney. You can use a financial power of attorney to appoint a loved one to make financial decisions and actions on your behalf. For example, they can pay your bills, access and manage your bank accounts, and sign your taxes. Having one ensures someone you trust will handle your financial matters if you cannot.
- Medical power of attorney. You can use a medical power of attorney to choose a loved one to make medical decisions for you if you are incapacitated. This person is your medical agent.
HIPAA Release
A HIPAA release authorizes your healthcare providers to share your medical information with designated individuals. You can use this document to ensure that your loved ones are not left in the dark about your medical status in the event of an accident or sudden illness. You can also use it to ensure that your medical agents can access the information they need to make informed decisions about your care in the event of incapacitation.
Advance Healthcare Directive
An advance healthcare directive specifies your preferences for medical treatment in end-of-life situations. An advance healthcare directive is also known as a living will.
Declaration of Guardian
You can use a declaration of guardian to choose guardianship for your minor children. This document protects your children if both parents become incapacitated or pass away.
Transfer on Death Deed
You can use a transfer on death deed (TODD) to transfer real estate directly to a beneficiary upon your death without going through probate.
Choose From Three Levels of Estate Planning Services
Our Plano estate planning attorneys work to make the process as simple and stress-free as possible. We know every client has unique needs and goals, so we offer three levels of estate planning services.
Whether you are looking for a custom estate plan with hand-holding from an attorney at every step, a custom plan with the flexibility to execute it yourself, or a quick and convenient online solution, we have the perfect fit for you and your family:
- White Glove
- Everything but the Execution
- Estate Plan Express
Compare Our Estate Planning Packages
| Feature | White Glove | Everything But the Execution | Estate Plan Express |
|---|---|---|---|
| Coverage Area | DFW/North Texas | All of Texas | All of Texas |
| Available Document Options |
|
|
|
| Custom Plan | ✓ | ✓ | ✓ |
| Affordable & Simple | ✓ | ✓ | ✓ |
| Handles Complex Estates | ✓ | ✓ | — |
| Attorney Planning Session | ✓ | ✓ | — |
| Drafting & Review | ✓ | ✓ | ✓ |
| Signing Session | ✓ | — | — |
| Document Execution | ✓ | — | — |
| Execution Guidance | ✓ | ✓ | ✓ |
| Notary & Witnessing | ✓ | — | — |
| Trust Funding Help | ✓ | ✓ | — |
| Free Revisions | 1 year | 6 months | 6 months |
| In-Person Service | ✓ | — | — |
| Online Portal Access | — | — | ✓ |
White Glove
White Glove is our full-service estate planning option. With this package, our legal team provides complete solutions and hands-on support from start to finish. It is the best choice if you need more than a simple estate plan and want an experienced attorney to handle every step. When you choose our White Glove service, you can expect the following:
- Planning meeting with our Plano 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)
Everything but the Execution
Our Everything but the Execution service is similar to our White Glove service. However, our hands-on support ends after we provide you with your ready-to-execute documents. You still get personalized attention from our Plano estate planning lawyer and a comprehensive, customized estate plan. However, you must execute the documents with a notary and witnesses at your convenience.
This service is a good fit for people with unique schedules or those living outside the DFW area. If you choose our Everything but the Execution service, you can expect the following:
- Planning meeting with our Plano 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 will service. We designed it for people seeking a quick, convenient, and cost-effective solution to their estate planning needs. It includes everything you need for a simple but effective estate plan, including:
While you handle much of the process independently, you get the assurance that your estate planning documents are prepared by an experienced estate planning attorney in Plano. When you choose Estate Plan Express, you get the following:
- Access to our estate planning portal and questionnaire
- Estate planning documents drafted and reviewed by our attorney
- Instructions about how to legally execute your estate planning documents by yourself
- Free document revision for six months (does not include converting to a different plan)
About Attorney Morgan Gill
Morgan Gill is the firm’s managing estate planning attorney. She serves individuals and families in Plano, across North Texas, and throughout Texas. Morgan helps clients plan for both the unexpected and the future with wills, trusts, and other essential estate planning tools.
She is committed to making the process simple and stress-free, taking time to understand each client’s unique goals and concerns. Whether creating a straightforward will or putting together a more complex plan, Morgan provides skilled and knowledgeable support throughout the process.
Serving DFW, North Texas, and the State
With our primary office in Richardson, we provide hands-on estate planning services to individuals and families throughout DFW and North Texas. However, our Everything but the Execution and online Estate Plan Express services allow us to help people statewide.
A few of the primary counties and cities we serve include:
- Collin County: Richardson, Plano, Frisco, McKinney, Carrollton, Allen, Murphy, and Anna
- Dallas County: Dallas, Irving, Garland, Grand Prairie, Richardson, DeSoto, and Farmers Branch
- 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
FAQs: Plano Estate Planning
How much does estate planning cost in Plano, TX?
What are the 7 steps in the estate planning process?
Determine goals for your property and beneficiaries
Create or update a will or trust
Establish powers of attorney
Create healthcare directives
Review beneficiary designations
Revisit and update your plan
Understanding the legal process is crucial to making decisions and in estate planning. It involves guiding clients through the complexities of the judicial system to ensure efficient and understandable distribution of property after a person’s passing.
What are the two key documents used to prepare a Texas estate plan?
How much is a consultation with a Plano estate planning lawyer?
How do I protect my child’s special support needs through estate planning?
Do I need probate services even with a will?
Our Plano office helps ensure legal documents are in order, protecting your hard-earned assets and guiding them to future generations. Through careful estate planning, we can minimize many challenges, creating a smoother transition while still meeting all legal requirements.
How do I handle critical decisions about medical care?
How often should I update my estate plan?
Keep it enforceable under Texas law
Reduce tax burdens
Prevent confusion for loved ones
Minimize probate court delays
Safeguard your hard-earned assets
What are my options for storing important documents securely?
Set Up Your Estate Plan Today With Our Plano, Texas Estate Planning Lawyers
Are you ready to address estate planning matters to safeguard your legacy and protect your family? If so, contact an experienced estate planning attorney in Plano, TX from our firm. During a free consultation, we can discuss your estate planning goals and how we can help you create an estate plan tailored to your needs. Call us at (888) 404-2805 or submit our online contact form, and we will contact you soon.
