Growing Old Should Not Be Hard.
Everything you need to know to ensure life’s transitions are easy for you and your loved ones.
This free checklist covers Medical Care, Estate Planning, and End of Life decisions — so you and your family are never left without a plan.
Download the guide to learn more about:
- Which legal documents you actually need
- How to protect your family from costly guardianship and probate proceedings
- How to make your end-of-life wishes clear – before it’s too late
- How to preserve your life savings from the rising costs of long-term care
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10-page guide • Free • Instant Download
What’s Inside the Checklist
Three Critical Areas Covered — All in One Place
Most people don’t realize there are three separate areas of planning needed to truly protect themselves and their families. This checklist makes sure you’ve covered all of them.
Medical Care Checklist
Without these documents in place, a judge — not your family — may appoint someone to make your medical decisions.
- Medical Power of Attorney
- Directive to Physicians
- HIPAA Release & Authorization
Estate Planning Checklist
Medical documents alone are only half the picture. These protect your assets and make sure your wishes are honored.
- Last Will & Testament
- Living Trust
- Statutory Durable Power of Attorney
- Memorandum of Personal Property
End of Life Checklist
Spare your loved ones from impossible decisions at an impossible time. Make your wishes known now.
- End of Life Housing
- Burial & Funeral Arrangements
- Obituary
- Disposition of Remains
Why It Matters
Without a Plan, a Judge Decides — Not Your Family.
Without the right legal documents in place, your family may face costly guardianship proceedings where a court — not you — appoints someone to manage your healthcare and finances.
The average cost of a nursing home in Texas is over $85,000 per year. With proper estate planning, that doesn’t have to wipe out a lifetime of savings.
This checklist is your first step to making sure your family never faces that scenario.
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Schedule Your FREE Strategy Session!
The next step of protecting you, your family, and everything you have worked so hard for throughout your entire life is just a click away. Our experienced team will guide you through every step.
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Serving Texas Families • Houston, TX
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