Wills, Trusts, and

Powers of Attorney

How I Can Help
  • Will drafting and review. Every person's family and financial situation is unique. I'll draft you a will that is customized to your circumstances and ensures your legacy is protected. If you already have a will, I can review it to ensure it remains valid and update it as needed.

  • Trust creation and management. Trusts are common estate planning tools, but whether you need one depends on a lot of different personal factors. I'll help you understand the benefits and drawbacks of a trust and, if you do need one, I'll draft all the paperwork and walk you through the funding and set-up process. If you're currently the beneficiary or trustee of a trust, I can also help you understand your rights and obligations. 

  • Powers of attorney (durable and medical). Powers of Attorney, or POA's, let you decide who should be in charge of your medical and financial decisions if you're ever unable to make those decisions for yourself. These simple documents can ensure that someone you know and trust will be in charge if you're ever incapacitated.

  • Advanced healthcare directives. This document lets you tell hospitals and doctors what kind of medical treatments and life-saving measures you want to be taken or avoided if you're ever critically ill or injured. 

  • Guardianship declarations (for children and individuals). If you're a parent with children under the age of 18, you need a guardianship declaration. This document tells a court who should be in charge of your child's well-being should the unthinkable ever happen to their parents. You can also pre-select who should (or shouldn't) be appointed as your own legal guardian if you should ever need one. 

Estate planning is about more than money and property. It's about peace of mind for both you and your loved ones. If you don't have an estate plan in place, there are several possible negative consequences, including additional expenses and stress that will fall on your family and friends. 

With the right legal guidance, estate planning doesn't have to be complicated or intimidating. I can help you determine the best plan for your circumstances and ensure that you understand the choices you are making. No matter your goals - property transfer, minimizing taxes, or ensuring your children are taken care of - I can help you achieve them. 

Estate planning doesn't just involve what happens after you pass away. It also involves documents that take effect while you're still living, including powers of attorney, medical directives, and guardianship papers. These documents help ensure that you are well taken care of in your twilight years, even if you become unable to communicate your desires or make your own decisions. 

© 2020 by The Caleb Patterson Law Firm, PLLC.

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2626 Cole Avenue, Suite 300

Dallas, TX 75204