Legacy Planning Support
Protect Your Legacy with Professional Legacy Planning Support
Planning ahead is one of the most valuable steps you can take for yourself and your family. At Elm Rose Premier Services, we provide non-attorney legacy planning support to help you stay organized, document your wishes, and prepare important records for the future. Our role is to guide you through the process and connect you with trusted resources, so you can move forward with confidence.
Our Legacy Planning Support Includes:
-
Assistance with organizing personal and financial records
-
Guidance using secure platforms (such as Snug) to prepare legally valid documents
-
Support with beneficiary designations, asset lists, and account summaries
-
Document organization for wills, trusts, powers of attorney, and healthcare directives (prepared through third-party software)
-
Education on probate basics and record-keeping best practices
-
Referrals to licensed attorneys or financial professionals when legal or tax advice is required
Why It Matters
Taking the time to plan ensures your wishes are understood, your affairs are in order, and your loved ones are not left struggling with uncertainty.
📞 Get Started Today – Contact Elm Rose Premier Services to schedule your consultation and take the first step toward securing your legacy.
Disclaimer: Elm Rose Premier Services provides non-attorney legacy planning support and document preparation assistance. We are not attorneys and do not provide legal advice. For legal matters, we will connect you with a licensed attorney.
Why Choose Elm Rose Premier Services?
When it comes to estate planning and business support, many families and business owners worry about high hourly fees, complicated processes, and hidden costs. At Elm Rose Premier Services, we take a different approach:
-
Affordable, Flat Rates – Instead of paying hundreds of dollars per hour to an attorney, our service bundles give you clear, all-inclusive pricing.
-
Practical Support Without Legal Advice – We provide document preparation support, guidance, and organization tools you can trust, while making it clear we do not give legal advice.
-
All-in-One Convenience – Our packages include notary services, witnesses, and a professionally bound record book—everything you need to stay organized.
-
Local and Accessible – We’re committed to making professional support available without the stress of downtown law firm pricing. Offering flexible 7 days a week extended hours services to accommodate schedules.
Attorneys in Texas often charge $1,200 to $5,000 for estate plans or trust work. Our packages start at just $495, giving you a cost-effective alternative while ensuring your family and business stay prepared and protected.
📞 Call us today to schedule your consultation and experience the Elm Rose difference: clear pricing, reliable service, and peace of mind.
Package What’s Included Price
Student Bundle • Medical Power of Attorney $495
• HIPAA Authorization
• Financial Power of Attorney
• Advance Healthcare Directive (Living Will)
• Notary & Witnesses Included
• Leather-Bound Records Book
Essential Legacy Package $995
• Will
• Medical Power of Attorney
• Financial Power of Attorney
• HIPAA Authorization
• Advance Healthcare Directive
• Notary & Witnesses Included
• Leather-Bound Records Book
Comprehensive Trust Package $2,495
• Revocable Living Trust
• Pour-Over Will
• Medical Power of Attorney
• Financial Power of Attorney
• HIPAA Authorization
• Advance Healthcare Directive
• One Deed Transfer
• Notary & Witnesses Included
• Leather-Bound Records Book
Specialized Trust Package $3,495
• Choice of Special Needs Trust OR Pet Trust
• Revocable Living Trust
• Pour Over Will
• Medical Power of Attorney
• HIPAA Authorization
• Financial Power of Attorney
• Up to Two (2)Deed Transfer Document Supports
• Notary & Witnesses Included
• Leather-Bound Records Book
Deed Transfer Support (Add-On) $395 per property
• Preparation of Deed Transfer Document
• Notary Services
• Filing Support with County Clerk
Leather-Bound Estate Records Book $150
(For clients who want a professional estate binder outside of a package)
⚖️ Disclaimer: Elm Rose Premier Services provides non-attorney document preparation and support services. We are not a law firm and do not provide legal advice. For legal advice, please consult a licensed attorney.
All rates are subject to change per company discretion Payment plans are available!
