Our Affordable 3-Step Process

I developed an easy, affordable 3-STEP PROCESS which will provide you with the crucial documents needed.  Simply by filling out one set of questions, you will be one step away from having all the crucial documents complete.  You will experience a sense of peace and relief.  When the documents are needed, it will be one of the greatest gifts you could ever give your loved ones.  The five crucial documents are:

  • Medical Power of Attorney

    This document appoints someone of your choosing to make medical decisions for you in the event you are unable to make decisions for yourself.

  • Directive to Physician (Living Will)

    This document clearly states your choice about how doctors, et al are to proceed in the event of catastrophic illness or injury, where death is imminent. 

  • HIPIAA Release

    This document gives doctors and other medical providers permission to discuss your medical condition with the people you choose.

  • Statutory Durable Power of Attorney

    This document authorizes the person you designate to conduct your business, financial, and other affairs just as though they were you, in the event you are incapacitated.

  • Will

    This document is one of the most important for your loved ones.  Without this document, the State of Texas makes all the decisions for you. A judge or the Legislature will determine who receives your possessions, who manages the settlement of your affairs, and who gets custody of your children.

75% of Adults Don't Have The Proper Documents

An article I read recently stated the 75% of adults in the United States do not have these simple, yet invaluable documents.  Most people are not aware that it is insufficient to have a Last Will & Testament.  There are four additional documents required in order to protect your family and your assets.  By having these five documents in place, you are the one who gets to say what happens.  You get to say who makes decisions for you.  You DO NOT want a Judge or the Legislature to determine who receives your possessions, who manages the settlement of your affairs, and who gets custody of your children.

How Quickly Things Can Change

On October 21, 2003 I Received an Urgent Phone Call That My Dad Had A Car Wreck And Was Not Expected to Live

Over the course of the next few days, it became clear that rumors of his impending death were greatly exaggerated, and he lived until January 10, 2012. Unfortunately, what also became clear in 2003, was that the Alzheimer's disease my dad had been diagnosed with in September 2003 was advanced to the point he barely knew me or anyone else.
During the next several weeks I had to deal with his affairs, pay past-due bills, settle insurance claims, file tax returns for the last five years, execute contracts with nursing homes and deal with a vast array of doctors and other health care professionals.  Besides the emotional impact, even though I'm an attorney myself, the most difficult part of all of this was doing it without any legal standing to do so.
My dad didn't have a Will or any of the other documents  we needed in order to act on his behalf.
It took many grueling hours of convincing, threatening and conniving to get everything done I had to do just because I didn't have five simple, yet crucial documents in my hand - because my dad hadn't gotten around to executing them.

After that experience, I made a promise to myself: I would help others get their own and their loved ones' affairs in order, so they wouldn’t go through what I went through during an already difficult and emotional time.

Don't wait — like my dad did …

$300 for an individual and $500 for a couple