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Trust fall dummies

Trustees

Trustees manage your money long-term. Picking one is easier when you know what they do.

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Do You Need a Living Trust?

Everyone in California needs a living trust. Texas, not so much. Here, disability, not probate, drives the choice.

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Please select the services you’d like:

Estate Planning

Simple Wills
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Living trusts
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Probate

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Funding of testamentary trusts

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$1,000,000 to $5,000,000
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Is anyone involved (you or a spouse, child, grandchild, or other family or any fiduciary, e.g., your executor) receiving needs-based governmental benefits, such as Medicaid or SSI? (Medicare is not a needs-based program). If so, list their names and relation to you.

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Depending on the type of services needed, hourly fees will be $425 for associate attorneys, and $575 for shareholders. Estate plans may be fixed fee, with simple will packages starting at $3,000 ($3,500 for married couples). Is this within your budget?

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Estate Planning

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Probate

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Trusts

If trust administration, what is the name of the trust?

Who is the current trustee? (If more than one, name all corporate and individual trustees)

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Russell W. Hall & Associates, P.C. - BellaireAttorneys at Law

6750 West Loop South, Suite 920, Bellaire, TX 77401| Phone 713.662.3853

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