Compare Our Texas Estate Planning Packages
We understand that planning for death or incapacity can be overwhelming and uncomfortable. Estate planning lawyer Morgan Gill and her team are here to help take the stress out of the Texas estate planning process and make it as easy as possible.
Three Levels of Estate Planning Services Need-to-Knows
- Our services: White Glove (full service, in-person support from our Richardson, Texas office), Everything but the Execution (you handle legal execution, statewide support), Estate Plan Express (online will package, statewide support).
- Attorney-prepared documents: Every estate plan is drafted and reviewed by our experienced Texas estate planning attorney.
- Who each level fits: Complex or custom estate plan and in-person support → White Glove • Complex or custom estate plan but need schedule flexibility → Everything but the Execution • Simple estate plan and online service → Estate Plan Express
- Not sure which service fits your needs? See our comparison chart or schedule a free consultation.
At Warren & Migliaccio, we offer three levels of Texas estate planning services to cater to the diverse needs of our clients.
These services include:
- White Glove (Full Service)
- 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 (Full Service)
Best for DFW and North Texas residents who want in-person, hands-on support throughout the entire estate planning process.
- Documents: Custom trust-based or will-based estate plan, powers of attorney, advance healthcare directive, HIPAA, and more.
- Legal execution: In-person signing meeting to execute your documents
- Revisions: 1 year included (excludes converting to a new plan)
Our White Glove estate planning service is our top-tier, full service option. It is ideal for anyone who wants comprehensive estate planning solutions and hands-on support from an attorney. From the initial consultation to document execution, we hold your hand through the entire process.
Who Benefits from White Glove?
White Glove is best for people who want a comprehensive estate plan and an attorney to handle every step. For example, it is an excellent choice if you:
- Live in the DFW or North Texas area (our primary office is in Richardson, Texas)
- Prefer to handle estate planning in person rather than online
- Need more than a simple estate plan
- Have children, a blended family, or a loved one with special support needs
- Own diverse assets and property
Do you value the peace of mind of having an experienced attorney handle every aspect of the process? If so, this option may be best for you.
What Does White Glove Include?
When you choose our White Glove estate planning, you can expect the following:
- Planning meeting with our Texas estate planning attorney
- 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 from our attorney about how to fund your trust, if applicable
- Free document revision for one year to ensure your estate plan continues to meet your needs (does not include converting to a different plan)
You can read about the complete client journey for our White Glove service.
What Documents Does White Glove Include?
White Glove includes comprehensive estate planning solutions based on your unique needs and objectives. For example, we offer the following estate planning documents:
- Last will and testament
- Revocable living trust
- Financial power of attorney
- Medical power of attorney
- Advance healthcare directive (living will)
- Declaration of guardian
- HIPAA release
- Transfer on death deed
FAQs About White Glove Estate Planning
Do you provide witnesses and a notary for the signing?
Where does the signing meeting happen?
What if I live outside of the DFW area?
How is White Glove different from Everything but the Execution?
Do you keep copies of my original documents?
Everything but the Execution
Best for Texas residents who want a custom estate plan and hands-on support from an attorney, but have a unique schedule or live outside of the DFW area.
- Documents: Custom trust-based or will-based estate plan, powers of attorney, advance healthcare directive, HIPAA, and more.
- Legal execution: You handle document signing on your own. We provide instructions about executing them independently.
- Revisions: 6 months included (excludes converting to a new plan)
Everything but the Execution is similar to White Glove, with a couple of exceptions. Like our top-tier service, Everything but the Execution is ideal for individuals who want a comprehensive estate plan and the support of an experienced estate planning lawyer.
However, with this service, we only provide hands-on support up until document execution, which you would handle on your own. Instead, we will provide you with your drafted estate planning documents and instructions on executing them independently.
Who Benefits from Everything but the Execution?
Everything but the Execution is best for people who want a custom, attorney-prepared plan but live outside of DFW or have a unique schedule. It is a good fit if you:
- Live outside of DFW, have a unique schedule, or prefer not to have office visits
- Want personalized attention from an attorney
- Need more than a simple estate plan
- Have children, a blended family, or a loved one with special support needs
- Own diverse assets and property
- Do not mind handling the legal execution of your documents
You still get personalized attention from our firm and a custom estate plan ready to execute. However, you also get the flexibility to finalize your documents through execution at your convenience. You must find a notary and witnesses to execute your documents to ensure they are legally valid.
What Does Everything but the Execution Include?
When you choose our Everything but the Execution service, you can expect the following:
- Planning meeting with our Texas 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 from our attorney about how to fund your trust, if applicable
- Free document revision for six months to ensure your estate plan continues to meet your needs (does not include converting to a different plan)
What Documents Does Everything but the Execution Include?
Everything but the Execution offers comprehensive estate planning solutions. For example, these estate planning documents include:
- Last will and testament
- Revocable living trust
- Financial power of attorney
- Medical power of attorney
- Advance healthcare directive (living will)
- Declaration of guardian
- HIPAA release
- Transfer on death deed
FAQs About Everything but the Execution
What does Everything but the Execution include?
What is the difference between Everything but the Execution and White Glove?
Estate Plan Express (Online Will Package)
Best for Texas residents who want a simple, online option for a last will and testament, drafted by an attorney.
- Documents: Last will and testament, financial power of attorney, medical power of attorney, and HIPAA.
- Legal execution: You handle document signing on your own. We provide instructions about executing them independently.
- Revisions: 6 months included (excludes converting to a new plan)
Our Estate Plan Express is our convenient online will service. It is ideal for someone who wants their last will and testament drafted correctly but knows their goals and does not need hands-on support from an attorney.
We have built a DIY estate planning software where you can access a portal and complete a questionnaire that will be sent to our firm. Then, based on the information you provide, our experienced estate planning attorney will draft, review, and send you your will and supporting documents. It will then be up to you to get your documents legally executed.
Who Benefits from Estate Plan Express?
Estate Plan Express is best for anyone in Texas who wants a simple, flat-fee will package. For example, it is a great choice if you:
- Have a simple estate
- Are a young adult, college student, or an individual or couple without children
- Prefer online estate planning
- Want the assurance of an attorney-drafted, will-based estate plan
- Do not mind handling the legal execution of your documents
What Does Estate Plan Express Include?
When you choose our Estate Plan Express package, you can expect the following:
- Access to our DIY 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 to ensure your estate plan continues to meet your needs (does not include converting to a different plan)
What Documents Does Estate Plan Express Include?
Our Estate Plan Express service includes a comprehensive will package. You will receive the following documents:
FAQs About Estate Plan Express
What is Estate Plan Express?
Which documents are included?
Do I need to meet with an attorney in person?
How much does Estate Plan Express cost?
What if my situation changes?
Contact Warren & Migliaccio About Your Estate Planning Needs
At Warren & Migliaccio, we are here to take the stress out of estate planning and help you navigate it with confidence. With three levels of services to meet our clients’ diverse needs, we are confident that we have an estate planning option that is right for you.
Learn more about how we can help you develop an estate plan that secures your legacy and brings you peace of mind. Call us at (888) 584-9614 or contact us online to schedule a consultation.
