We Help Dallas County, Collin County, and North Texas Residents Safeguard Their Legacy
Planning for the future can feel overwhelming, especially when it involves incapacitation or death. At Warren & Migliaccio, our Richardson estate planning lawyers guide you through each step. Our goal is to make planning approachable and easy.
Richardson 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 Richardson, 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.
We strive to make estate planning as straightforward and stress-free as possible. When you work with us, you get peace of mind knowing that you have a comprehensive plan that safeguards your legacy and protects your family’s future.
Meet Attorney Morgan Gill
Morgan Gill is a Richardson estate planning attorney dedicated to helping individuals and families prepare for the future and safeguard their legacies. She strives to make the estate planning process straightforward and stress-free. Whether you need a basic will or a more detailed plan, Morgan ensures your documents reflect your goals and protect your loved ones.
Key Estate Planning Documents
Our Richardson estate planning attorneys prepare custom estate plans using the tools that fit your needs. For example, some of the most common documents include:
- Last will and testament. A will is the cornerstone of an estate plan. It explains how you want your assets distributed after your death and names an executor to carry out your wishes. You can also use it to choose guardians for your minor children if both parents become incapacitated or pass away.
- Revocable living trust. A living trust allows you to manage and use your assets during your lifetime. After your death, assets transfer to your beneficiaries without going through probate.
- Financial power of attorney. A financial power of attorney lets you choose someone you trust to make financial and legal decisions on your behalf if you become incapacitated.
- Medical power of attorney. A medical power of attorney allows you to appoint someone you trust to make healthcare decisions on your behalf if you cannot make them yourself.
- HIPAA release. A HIPAA release gives people you choose permission to receive updates about your medical condition from your doctors and access your protected medical information.
- Advance healthcare directive. An advance healthcare directive, or a living will, allows you to specify your wishes for end-of-life care.
- Declaration of guardian. A declaration of guardian enables you to choose a guardian for your minor children if both parents become incapacitated or pass away.
- Transfer on death deed. A transfer on death deed (TODD) lets you transfer real estate properties to designated beneficiaries upon death without probate.
Call (888) 584-9614 or click here to submit a consultation request form now.
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Three Levels of Estate Planning Services to Fit Your Needs
Warren & Migliaccio offers three levels of estate planning services to meet your needs:
- 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
Are you looking for a custom estate plan with comprehensive support from an attorney? If so, our White Glove service is the perfect fit. We will guide you through every step of the process, from the initial consultation to executing your documents. Our White Glove service includes:
- Planning meeting with our Richardson 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)
Learn what you can expect from the client journey when choosing our White Glove service.
Everything but the Execution
Our Everything but the Execution service is like our White Glove service, but you execute your documents at your convenience. It is an ideal option for anyone who wants a custom-prepared estate plan and attorney guidance, but prefer not to visit our office. This service includes:
- Planning meeting with our Richardson 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 estate planning service. It includes everything you need for a simple estate plan with flat-fee pricing and a quick turnaround. When you choose this service, our Richardson estate planning lawyers prepare the following documents to meet your needs:
How Estate Plan Express Works
Getting started with Estate Plan Express is quick and easy:
- Visit our online estate planning portal. Then, create a user account.
- Complete our guided questionnaire. This easy-to-use questionnaire will provide us with the necessary information to draft a comprehensive estate plan that meets your needs.
- We prepare your documents. Our Richardson estate planning lawyer will prepare your documents based on your responses.
- You receive your documents through the portal, ready to sign and notarize. We will provide detailed instructions for legally executing your documents at your convenience to ensure they are legally valid and enforceable.
You also get six months of free revisions (not including switching to a different plan) to keep your plan up to date.
Where to Find Us in Richardson, TX
Our primary office location is in Richardson, Texas. You can find us at:
Serving DFW, North Texas, and the State
From our office in Richardson, we work with individuals and families throughout the Dallas-Fort Worth area and North Texas, including in:
- Dallas County: Richardson, Dallas, Irving, Garland, Grand Prairie, Richardson, DeSoto, and Farmers Branch
- Collin County: Plano, Frisco, McKinney, Carrollton, Allen, Murphy, and Anna
- 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
Beyond Richardson and the DFW area, we work with individuals and families statewide through our Everything but the Execution and Estate Plan Express services. No matter where you are in Texas, we can help you create an estate plan that safeguards your legacy.
FAQs: Richardson Estate Planning
Do I need an estate plan?
Every adult can benefit from having an estate plan. An estate plan does more than decide who gets your property after you pass away. It also lets you plan ahead for medical and financial decisions if you cannot make them yourself. Even a basic plan can ensure your wishes are followed, your minor children are protected, and your loved ones avoid unnecessary stress and delays.
What documents are usually in an estate plan?
Your estate plan will depend on your goals and needs. However, many plans include a will, powers of attorney, healthcare directives, and sometimes a trust.
Do I need a Richardson estate planning attorney to create my estate plan?
You are not required to hire an attorney to create an estate plan. However, working with an experienced Richardson estate planning attorney ensures your documents are legally valid under Texas law, covers your unique needs, and avoids costly mistakes.
How much does estate planning cost in Richardson, TX?
The cost of Richardson estate planning depends on the type of estate planning documents you need and the attorney you choose. At Warren & Migliaccio, we offer three levels of estate planning services to meet your needs and budget. For example, we offer a flat-fee, online option called Estate Plan Express ($599 for individuals, $799 for married couples). It includes a last will and testament, powers of attorney, and a HIPAA release. For more complex estate planning needs, we offer our White Glove or Everything but the Execution service. During a free, no-obligation consultation, we can discuss your estate planning goals and pricing.
How often should I review my estate plan?
Our Richardson estate planning lawyers recommend reviewing your estate plan every few years or after big life changes occur. Examples of big life changes include marriage, divorce, a new child, death of a loved one, or a significant change in assets.
Contact Our Richardson Estate Planning Lawyers Today for a Free Consultation
Are you ready to take the first step in protecting your legacy and securing your future? If so, do not hesitate to reach out to a Richardson estate planning attorney from our firm today to schedule a free consultation. We are happy to answer your legal questions and discuss how we can help you set up an estate plan that meets your needs. Call us at (888) 584-9614 or contact us online.
