Basic contact information. Takes about a minute.
Here's what each document does. Check the ones you'd like — not sure? Pick what sounds right, and Rick will confirm on your call. You can change this anytime.
Transfers assets that don’t already have a named beneficiary, and directs who inherits them. Names the person who manages your estate. It can also set up a trust, guardians, and trustees for your minor children. Assets may pass through probate court.
Names someone to make your healthcare decisions if you can't speak for yourself.
Also known as a Durable Power of Attorney. Lets someone you trust manage your money and property if you're unable to — without your family going to court.
Your own written wishes about life-sustaining treatment. Also called a living will.
Passes your Texas real estate straight to your beneficiaries — no probate, no court delay.
List each child. Skip this step if you don't have children — just click Continue.
Who inherits, who's in charge, and who cares for your children.
Can be any trusted adult — including a spouse or a beneficiary.
A trust can hold a minor child's inheritance until they're older.
The guardian (who cares for your minor children) is often also the trustee (who manages their inheritance) — we've copied it over, but you can change it.
Who makes your healthcare decisions if you can't speak for yourself. Name your first choice, plus backups.
Who manages your money and property if you're unable to. This is your durable power of attorney.
You don't have to decide now — the document lets you choose "immediately" or "only upon incapacity" when you sign it.
Your wishes about life-sustaining treatment if you have a terminal or irreversible condition. Also called a living will.
You don't have to decide now — you confirm your wishes when you sign the document.
A TODD passes your Texas real estate to your heirs without probate. Add each property you own. Skip this step if it doesn't apply.
Look everything over. When you submit, this goes straight to Rick — he'll follow up within one business day.
Your information is on its way to Rick Villarreal. He'll review it and call you within one business day. No payment is due yet — you'll get a flat-fee invoice after your consultation.
A copy of what you submitted is below for your records.