The Law Office of Jean Fair – Waco Estate Planning Lawyer – (254) 230-9865

My name is Jean Fair and I am a estate planning attorney based in Waco.  I regularly assist clients in McLennan County, Bell County, Brazos County, and other surrounding counties.  If you are in need of a estate planning attorney, I would be happy to speak with you to discuss you or your loved one’s estate and formulate a will, trust, power of attorney, or directive to help ensure that you or your loved one’s wishes are respected in accordance with Texas’s statutory requirements.

My rates are competitive for the Central Texas market and I offer flexible payment plans to better assist my clients.  I offer flexible flat rate and hourly fees depending on the work required for your specific case.

If you retain my services, I encourage you to contact me, and when you do, you will receive a response from me, not a secretary or paralegal.  Overall, my goal is to offer personalized representation at a reasonable and predicable price.

I currently accept payment via cash, check, Visa, MasterCard, Discover, and American Express.

Please feel free to contact via phone, text, or email.

Estate Planning Fee Schedule

Estate Planning Package for Spouses — $750
  • Last Will and Testament (simple will with no tax planning or trust provisions)
  • Medical Power of Attorney
  • Durable Power of Attorney
  • HIPAA Authorization
  • Living WIll or Directive to Physicians
  • Appointment of Guardian (if needed)
  • Beneficiary Designation Instructions
  • Detailed instructions regarding how to sign your estate planning documents to comply with Texas statutes
Individual Estate Planning Package  — $400
  • Last Will and Testament (simple will with no tax planning or trust provisions)
  • Medical Power of Attorney
  • Durable Power of Attorney
  • HIPAA Authorization
  • Living Will or Directive to Physicians
  • Appointment of Guardian (if needed)
  • Beneficiary Designation Instructions
  • Detailed instructions regarding how to sign your estate planning documents to comply with Texas statutes
Power of Attorney Package — $200
  • Durable Power of Attorney
  • Medical Power of Attorney
  • HIPAA Authorization
Individual Estate Planning Documents
  • Individual Last Will and Testament — $300
  • Couples Last Will and Testament — $475
  • Durable Power of Attorney — $150
  • Medical Power of Attorney  — $50
  • HIPAA Authorization — $50
  • Directive to Physicians — $50
  • Appointment of Guardian — $50

Texas Estate Planning Overview

Estate Planning should not be approached from a perspective of how much money you have.  Instead, estate planning is about ensuring that the important things you acquired in life legally get to the people you love on your terms.  This type of planning is not just for wealthy or retired individuals.  Everyone needs to plan their estate, as the state of Texas has a default plan, which is probably not what you want for your loved ones.

For instance, if you become disabled without proper planning, a Texas court will ultimately have control of how your assets are used, invested, and disposed of.  Additionally, if you and your spouse die while your child is a minor and do not have an estate plan, a Texas court will determine who will raise your child by appointing a guardian who may not be someone you would have chosen.  Any inheritance you direct to be left to your minor child will be controlled by a court, as courts cannot give inheritances outright to minor children.  However, once your child turns 18 years old, your child will gain complete access to their inheritance.

If you are married and have a child from a previous marriage and you do not have an estate plan, the state of Texas indicates that your current spouse and all children will each receive a share of your estate.  This essentially means that your current spouse would only receive a fraction of your estate, which may not be enough for them to live on.

In general, Estate Planning can be broken down into two primary areas: Basic Estate Planning and Advanced Estate Planning.  If you have questions regarding what type of estate planning is best for your situation, it is best to speak with an estate planning attorney.

Basic Estate Planning typically involves the preparation of legal documents and furnishing of legal advice concerning:

  • Simple Wills
  • Simple Trusts
  • Durable General Powers of Attorney
  • Medical Powers of Attorney
  • Non-Testamentary Transfers:
    • Qualified Retirement Plans
    • Living Trusts
    • Life Insurance Beneficiary Designations
    • Trust Account Agreements
    • Pay-on-death Agreements
    • Right of Survivorship Agreements
  • HIPPA Authorizations (for the release of confidential medical information)
  • Living Wills (commonly known as Directives to Physicians)
  • Transfer on Death Deeds
  • Directives for the disposition of bodily remains

Advanced Estate Planning involves the preparation of legal documents and furnishing of legal advice concerning:

  • Complex Wills
  • Complex Trusts:
    • Q-Tip trusts
    • Martial Deduction Trusts
    • Generation Skipping Trusts
    • Life Insurance Trusts
    • Special Needs Trusts
    • Crummey Trusts
    • Miller Trusts
  • Agreements Converting Separate Property to Community Property
  • Pre-Marital Property Agreements
  • Post-Martial Property Agreements
  • Family Limited Partnerships
  • Family Limited Liability Companies
  • Estate Taxation Issues
  • Medicare Issues
  • Medicaid Issues
  • Retirement Issues
  • Creditor Protection Issues