Welcome and Registration Please use your legal name as it appears on your license or government-issue ID
Your Contact Details Your Contact Details
Are you married? *
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Yes
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No
Are both you and your spouse US citizens? *
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Yes
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No
Suffix (optional)
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Jr
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Sr
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II
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III
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Other
Gender?
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Male
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Female
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Is your mailing address the same as your home address?
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Yes
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No
Your Spouse Information Please use your legal name as it appears on your license or government-issue ID
Financial DPOA: Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.
Financial DPOA-Spouse/Partner Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.
Health Care POA Name someone (agents) to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself
Health Care POA - Spouse/Partner Name someone (agents) to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself
HIPAA Agents Federal law under the Health Information Portability and Accountability Act (HIPAA) prohibits your medical providers from disclosing medical information to anyone other than you or individuals you have authorized. Your documents will include a HIPAA Authorization authorizing your medical providers to communicate with your health care agents under your Health Care Power of Attorney. In addition, it will also authorize communication with your trustees and/or financial agents under your Durable Power of Attorney as your trustees and/or financial agents may encounter HIPAA issues when handling your health insurance or medical bills. In some instances, you may wish to add additional individuals to your HIPAA Authorization. For example, perhaps you have other family members that you would wish to be able to communicate with your health care providers about your situation even if they are not your health care decisionmaker
Directive to Physician A Directive to Physician also known as “Living Will” is a general declaration regarding your end-of-life wishes if you are unable to communicate them yourself. In other words, if you treating physicians advise your Health Care Proxy Agent that there is nothing further they can do to help you recover, this would be your written declaration that you would not want any further extraordinary measures, having a Living Will take the pressure off of your Health Care Proxy Agent from having to make that decision for you.
Signing Your Documents Texas law requires that certain parts of your health care documents be notarized and witnessed by two disinterested individuals. This means that the notary and two witness must not be an agent or beneficiary in your documents. If the documents are not signed properly, there is a risk that they will not be legally valid documents. To best assist you in making sure your documents are signed properly, we have designed two options that you can choose from to have your documents executed: Sign at our office You may choose to come to our office where our team will have all your documents printed and ready for your signatures. We provide the notary and two witnesses. All you have to do is schedule a time and come visit!
Engagement Letter Thank you for submitting your information. In order to become a client of our firm, please scroll to review our Engagement Letter. You will be emailed an executed copy and will be directed to our payment portal.