Trust-Based

Estate Planning Packages

Whatever your concerns, J Duplechain Law helps you navigate the process with ease. Explore our customized Trust-based packages below.

 
 
 

Every family is unique. The right Trust-based plan depends on your specific goals for protecting your loved ones and ensuring a seamless transition. We will collaborate to review your options and discuss how different strategies address your concerns, allowing you to make an informed decision about the best vehicle for your family’s future.

Our comprehensive packages are designed to provide lasting security and peace of mind. The first step is completing our Right Fit Assessment. If we believe we’d be a great fit for you, we’ll invite you to schedule Your Perfect Plan Meeting™, where we will design a strategy tailored to your family's specific needs and assets. A thoughtful plan is a vital investment; by acting now, you protect your legacy and save your loved ones from the unnecessary stress, significant legal fees, and public delays of future court involvement.

Our Process

  1. Complete the Right Fit Assessment;

  2. Attend Your Personal Wills & Trusts Conversation™ (a 45-minute Zoom meeting);

  3. Sign our Engagement Agreement and Remit Payment;

  4. Receive and Review Your Plan Summary (a collaborative document);

  5. Watch Your Draft Review Video; and

  6. Sign Your Documents In-Person at Our Office (they’ll go home with you that day).

Our Plans

Trust Plan Packages

Our fees reflect the time and care we invest in every client, our exclusive focus on estate law, and our commitment to exceeding continuing education standards to provide our clients with the highest quality work.

All of our Trust Plans Include:

  • Directive to Physicians

  • Directive for Disposition of Remains

  • Directive for Organ Donation

  • Remembrance & Services Memorandum

  • Pre-loaded Flash Drive

  • Trust Binder

  • DocuBank Set-Up

  • 1-year subscription to DocuBank

  • Firm Newsletter Subscription

  • In-Person Document signing with Attorney, Notary, and Witnesses (1.5 Hour Meeting)

  • Post Estate Planning Checklist

  • Your Personal Wills & Trusts Conversation™ (1 hour consultation)

  • Your Perfect Plan Meeting™ (2 hour Design Meeting)

  • Joint Trust

  • Pour Over Will

  • Texas Certification of Trust

  • Comprehensive Trust Funding Instructions

  • Personal Property Memorandum

  • One Texas Transfer Deed

  • Custom Trust Flow Chart

  • Financial Power of Attorney

  • Medical Power of Attorney

  • HIPAA Authorization & Release

Essential Trust Plan

An Essential Trust Plan with a fully-funded trust allows your loved ones to bypass the probate process keeping the details of your estate private. Your chosen Trustee will distribute your assets outside of court and under the terms of the trust. The Essential Trust Plan includes incapacity instructions for you while you are living and outright distributions to adult beneficiaries on death.

Family Protection Trust Plan

The Family Protection Trust has all of the benefits of the Essential Trust but goes further to provide for minor children. Short-Term sub-trusts provide for children until they reach a certain age. Funds are then distributed outright at the age of your choosing. This plan anticipates a standard “all to spouse, then to children equally” distribution scheme.

Enhanced Family Protection Trust Plan

The Enhanced Family Trust includes everything from the Family Trust but is designed for families with a non-standard distribution scheme. The Enhanced Family Trust is best for blended families, families that want long-term trusts for children for maximum asset protection, or families with non-standard unusual distribution requirements.



Our plans are carefully structured and supported by the right documents to ensure your wishes are honored and unnecessary complications are avoided.

To find out if we’d be good fit for you, please complete the Right Fit Assessment

Start Here
Start Here

Before scheduling the first meeting, we ask each new Estate Planning client to complete a short Right Fit Assessment. This helps us understand your goals, determine whether we’d be a good fit for you, and make sure you don’t spend time and money moving forward before we know if we can actually help.