MyTexasWills.com
For Financial Advisors | v1.06
Questions? (713) 588-5914
Referred by Texas Financial Advisors
The Estate Planning Partner
The Estate Planning Partner
Your Clients Have Been Waiting For
A complete financial plan includes proper legal documents. Rick Villarreal has been preparing estate planning documents for Texas families since 1996 — fast, affordable, and personally. Referring your clients is simple, and you'll know they're in good hands.
Why Advisors Refer to Rick
Everything Your Clients Need.
Everything Your Clients Need.
Nothing That Slows Them Down.
Rick handles the legal side so you can focus on the financial side — and your clients get both done without delay.
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One Business Day Turnaround
Most clients receive their completed documents within one business day of submitting their information. Your referral looks great — immediately.
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Affordable Flat-Fee Pricing
Transparent flat-fee pricing with no hourly billing and no surprises. Your clients will know exactly what they're paying before they start.
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Licensed Texas Attorney
Rick personally prepares every document. Licensed in Texas since 1996 — your clients get experienced, personalized attorney work every time.
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Available to Every Client
Rick is available by phone to every client — answering questions, explaining options, and ensuring they're comfortable with their documents before signing.
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Full Document Suite
Wills, Medical & Durable Powers of Attorney, Directive to Physicians, and Transfer on Death Deeds. Customized Trust documents also available — pricing determined based on each client's specific needs.
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You Stay Informed
Referred clients are invited to share a service summary with you. You'll know your recommendation delivered — without any extra effort on your part.
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The Advisor Accountability Commitment
When a client indicates they were referred by a financial advisor, they are invited to share a summary of their experience — including turnaround time, quality of service, and communication — directly with their advisor. This keeps Rick accountable and gives you full visibility into the service your clients receive. Your reputation is on the line when you make a referral. Rick takes that seriously.
By the Numbers
A Track Record Texas Advisors Can Trust
30+
Years preparing Texas estate planning documents
1
Business day average turnaround on completed orders
"My wife and I want to thank you for your very fast response to our request. We have it signed, witnessed and notarized which gives us a feeling of freedom knowing this matter has been attended to in a very professional manner."
— Irv, Pharr, Texas
Making a Referral
Three Ways to Refer a Client
Choose whatever works best for you. Rick responds promptly to all referrals.
🕒 Schedule a Call
Book a 30-minute call with Rick to discuss your client's situation and how best to help them.
Book on Calendly →
📞 Call Rick Directly
Call or text Rick directly. He answers personally and his answering service handles after-hours messages.
(713) 588-5914
✉ Send a Quick Note
Email Rick with your client's name and a good time to reach them. He'll take it from there.
[email protected]
Submit a Referral
Fill in what you know — Rick will follow up with your client directly within one business day.
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Referral received! Rick will reach out to your client within one business day.
A copy has been sent to [email protected]
✓ Licensed Texas Attorney Since 1996
✓ Rick Personally Prepares Every Document
✓ Most Orders Completed Within One Business Day
MyTexasWills.com | Rick Villarreal, Attorney | (713) 588-5914 | [email protected]