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What We Do

Our Services

Every service is designed to protect your family and give you peace of mind — now and for years to come.

01

Last Will & Testament

Legally direct how your property is distributed and name a guardian for minor children.

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What's Included

  • Asset distribution instructions
  • Guardian designation for minor children
  • Executor appointment
  • Pour-over provision (if paired with a trust)
  • Specific bequests

Good For

Individuals and couples establishing foundational estate planning.

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02

Revocable Living Trust

Avoid probate, maintain privacy, and ensure seamless transfer of your estate to beneficiaries.

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What's Included

  • Trust document drafting
  • Pour-over will
  • Asset transfer guidance
  • Trustee/successor trustee designation
  • Distribution instructions

Good For

Homeowners, those with significant assets, or anyone wanting to avoid probate.

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03

Healthcare Directive

Document your medical wishes and designate someone to make healthcare decisions for you.

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What's Included

  • Medical power of attorney
  • Advance directive / living will
  • HIPAA authorization
  • POLST guidance

Good For

Everyone 18+. Critical for anyone with health concerns or aging family members.

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04

Durable Power of Attorney

Authorize a trusted person to handle your financial and legal matters if you become incapacitated.

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What's Included

  • Durable financial POA
  • Springing vs. immediate options
  • Asset management authority
  • Banking and investment authority
  • Real estate transaction authority

Good For

All adults — especially those with property or business interests.

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05

Full Estate Plan Bundle

A comprehensive coordinated plan combining all essential documents.

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What's Included

  • Revocable living trust
  • Pour-over will
  • Healthcare directive
  • Durable power of attorney
  • HIPAA authorization
  • Asset transfer support

Good For

Families wanting complete, coordinated protection in one engagement.

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06

Trust Administration

Guidance for successor trustees after a grantor's death or incapacity.

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What's Included

  • Trustee duty briefing
  • Asset inventory support
  • Beneficiary communication
  • Distribution planning
  • Tax considerations
  • Court/probate avoidance strategies

Good For

Successor trustees who need guidance managing or distributing a trust estate.

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Transparent, Flat-Fee Pricing

We offer flat-fee pricing for most estate planning services so you always know what to expect. Fees vary by complexity; we discuss everything during your free consultation.

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Martinez & Associates Law Firm serves clients in Texas and California.