Selected Plan: Power Of Attorney
Welcome and Registration
Please use your legal name as it appears on your license or government-issue ID
To get started, please provide your information below. This information will be used to generate your Power of Attorney documents.

Your privacy and security are important to us. Please Note: This site is database-driven and utilizes a secure, encrypted MySQL database to protect all data and passwords. We understand that you are providing sensitive information, and this application has been developed to meet industry-standard security requirements, including those used for PCI-protected environments. If you prefer not to enter certain information online, you may leave those fields blank. Once you hit “Submit,” you will have the opportunity to edit and adjust the generated Word document before finalizing it.

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Your Contact Details
Your Contact Details
Name:

Are you married? *
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No
Are both you and your spouse US citizens? *
Yes
No
Suffix (optional)
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Sr
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Gender?
Male
Female
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Is your mailing address the same as your home address?
Yes
No

Your Spouse Information
Please use your legal name as it appears on your license or government-issue ID
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Suffix (optional)
Jr
Sr
II
III
Other

Gender?
Male
Female
Is Your spouse's address different than you?
Yes
No

Financial DPOA:
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.
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Would your Spouse/Life Partner like to have different Power of Attorney than you?
Yes
No

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
Do you wish to use same agents as your Financial Power of Attorney? *
Yes
No
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Would your Spouse/Life Partner like to have different agents than you?
Yes
No

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
All of the persons named in your Durable Power of Attorney and Medical Power of Attorney will be listed in your HIPAA release.
Do you wish to add anyone else?
Yes
No
If you select “Yes,” an input field will appear at the bottom to add a new agent. If you wish to add more agents, click the “+” icon to add another agent.


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.

Thank You & Next Steps!