A minimalist wooden desk with a black closed laptop, a white notebook with a pen, a white cup on a saucer, a clear glass vase with a purple flower, and a white desk lamp. A chair with a wooden frame is partially visible.

The DocuTex Design Portal makes it easy:

  • Choose a Plan (Will or Trust)

  • Design the Plan

  • Sign the Plan

DocuTex is an application that makes professional, attorney-created planning documents available to every Texan — without the premium price that comes with hiring an estate planning attorney. Quality Wills and Trusts, at a fraction of their value.

Explore Your Planning Options

Our mission for four decades has been to help as many Texans as possible use the law to plan their own futures, creating rules that enable them to protect themselves and their treasure, and ultimately to leave:

  • What they want, to

  • Whom they want,

  • When they want, the

  • Way they want

Our clients tell us we’re gotten good at delivering estate planning services the traditional way; with your attorney serving first as a guide during the decision-making process, and then as your scribe, faithfully documenting your rules in written form.

We’re Not Satisfied | We Want to Serve More Texans

Not Every Family Needs (or wants) Traditional Estate Planning

Announcing the Solution!

Will Plans

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Revocable Trust Plans

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Family Protection Plan

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Asset Protection Plan

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Powers of Attorney

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Will Plans ✳︎ Revocable Trust Plans ✳︎ Family Protection Plan ✳︎ Asset Protection Plan ✳︎ Powers of Attorney ✳︎

WILL PLAN WILL PLAN
WILL PLAN
$950.00

A $2,995 value, this essential starter package of documents includes:

  • Last Will and Testament

  • Durable Power of Attorney (for finances)

  • Medical Power of Attorney

  • Directive to Physicians (“living will”)

  • HIPAA Authorization (allows your doctors to communicate with your family)

Price is for individual Client.

Price for Couples is $1,250.00.

FAMILY PROTECTION TRUST FAMILY PROTECTION TRUST
FAMILY PROTECTION TRUST
$2,995.00

Our most popular trust planning package is a $7,800 value through our traditional planning process, the online Texas Protection Trust package includes all of the documents and services of the Basic Revocable Trust package, plus important additional protections for you and your loved ones. Want a state-of-art Trust plan without the premium price? This is the real deal.

The Family Protection Trust includes:

  • Greatly enhanced Trust provisions, including:

    • Disability Panel for your protection

    • Disability Instructions for you (and your spouse, if you are married)

    • Built-in trusts for children and grandchildren with flexible provisions regarding future access to each beneficiary’s legacy from you

    • Personal Protection Trusts, our proprietary provisions to protect your children and grandchildren from:

      • losing their inheritance to divorce, bankruptcy, lawsuits, disability, or other potential risks of life none of us can control, and

      • paying higher income taxes on Trust income

    • Protections for one spouse’s share of assets in the event a surviving spouse remarries

    • Flexibility to protect beneficiaries during disability with Special Needs Trust

    • Trust Protector and other options designed to ensure your rules are carried out by people you trust

  • Enhanced Funding Tools (including sample letters, beneficiary designations)

Price is for Individual Client. Couples price is $3,495.00.

Most
Popular

BASIC REVOCABLE TRUST PLAN BASIC REVOCABLE TRUST PLAN
BASIC REVOCABLE TRUST PLAN
$1,995.00

A $4,800 value, the Basic Revocable Trust package is designed for Texans whose needs truly are simple, but who want to avoid losing precious resources to probate. The benefits of this basic trust planning are substantial. A properly funded Trust can:

The Basic Revocable Trust package includes:

  • Simple Revocable Living Trust. Your rule book to govern your future.

  • Certification of Trust. Proof to banks and other third parties that your trust exists; which is all they need to know about your plans.

  • Pour-Over Will. Insurance in case an asset that should have been in your Trust was left out by mistake.

  • Durable Power of Attorney. Appoints an agent to help you with financial tasks.

  • Medical Power of Attorney.‍ ‍Appoints an agent to make basic healthcare decisions if you can’t.

  • Directive to Physicians.‍ ‍The so-called “living will” expresses your wishes for the end of your life.

  • HIPAA Authorization.‍ ‍Allows your doctors to communicate with your family.

  • Funding Tools.

    • Deed transferring your Texas homestead to your Trust.

    • Assignment of your tangible personal property to the Trust.

    • Funding Table. A chart/checklist to use as you transfer assets to your Trust.

Price is for Individual Client. Couples price is $2,495.00.

Close-up of a wooden table with color swatches, a notebook, and a pen on it, with some ceramic vases and a glass with decorative sticks in the background.

2026

What will your ideal plan be? →

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