The Will Lady, Wills, Trusts & Probate, SAT Law Office of Kathleen Cassidy Goodman, PLLC
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    Legal Services Catalog

    Turnkey Packages & Real Estate TODDs

    We focus on turnkey estate planning packages and Texas Transfer on Death Deeds (TODDs). Flat fees are shared during your personal consultation.

    Call (210) 949-1000
    Kathleen Cassidy Goodman, Helotes Estate Planning Attorney

    Kathleen Cassidy Goodman

    The Will Lady®

    Core Practice Focus

    Turnkey Estate Planning Packages

    Each package provides a cohesive set of synchronized documents to ensure no gaps exist between your wills, incapacity authorizations, and asset transfers.

    Complete Package

    Will Package (Single Person)

    A comprehensive Texas estate package designed for an individual. Fully articulates your wishes, designates trusted executors and agents, and protects your medical and financial autonomy.

    Included Documents:
    • Last Will & Testament
    • Memorandum of Personal Property
    • Medical Power of Attorney
    • HIPAA Authorization Release
    • Statutory Financial Power of Attorney
    • Directive to Physicians (Living Will)
    • Appointment for Disposition of Remains
    • Optional Transfer on Death Deed (TODD) integration
    Personalized Preparation
    Complete Package

    Will Package (Married Couple)

    A coordinated estate plan providing two complete sets of core legal documents for husband and wife, safeguarding each spouse, children, and Texas real estate.

    Included Documents:
    • Two (2) Last Wills & Testaments
    • Two (2) Memorandums of Personal Property
    • Two (2) Medical Powers of Attorney
    • Two (2) HIPAA Authorization Releases
    • Two (2) Statutory Financial Powers of Attorney
    • Two (2) Directives to Physicians (Living Wills)
    • Two (2) Appointments for Disposition of Remains
    • Optional Transfer on Death Deeds (TODDs) for family homes
    Personalized Preparation
    Complete Package

    Family Trust Package

    The ultimate probate avoidance solution for married couples and families. Keeps your family affairs entirely private, provides seamless incapacity administration, and handles property transfers into trust.

    Included Documents:
    • Revocable Family Trust Agreement
    • Schedule A Asset Listing
    • Assignment of Personal & Trust Property
    • Formal Certification of Trust
    • Two (2) Pour-Over Wills & Memorandums
    • Two (2) Medical Powers of Attorney & HIPAA Releases
    • Two (2) Statutory Financial Powers of Attorney
    • Two (2) Directives to Physicians & Disposition of Remains
    • Two (2) Real Estate Deed Transfers into Trust
    Personalized Preparation
    Complete Package

    Single Trust Package

    A complete revocable living trust structure for an individual wishing to bypass probate, protect real property, and ensure seamless asset handover to chosen beneficiaries.

    Included Documents:
    • Revocable Living Trust Agreement
    • Schedule A Asset Listing
    • Assignment of Trust Property
    • Formal Certification of Trust
    • Pour-Over Will & Memorandum
    • Medical Power of Attorney & HIPAA Release
    • Statutory Financial Power of Attorney
    • Directive to Physicians & Disposition of Remains
    • Real Estate Deed Transfer into Trust
    Personalized Preparation
    Complete Package

    Power of Attorney Package (5 Documents)

    A focused bundle of vital life-care and financial documents ensuring trusted agents can act immediately in your interest without needing emergency court guardianship.

    Included Documents:
    • Statutory Durable Financial Power of Attorney
    • Medical Power of Attorney
    • HIPAA Authorization Release
    • Directive to Physicians (Texas Living Will)
    • Appointment for Disposition of Remains
    Personalized Preparation
    Our Focus

    Transfer on Death Deed (TODD)

    Kathleen's premier recommendation for Texas homeowners. A simple, powerful deed allowing your home or real property to pass directly to designated beneficiaries upon death without probate, while you retain 100% control, ownership, and right to revoke during life. Available standalone or bundled with a Will Package.

    Custom Texas Transfer on Death Deed preparation
    Statutory beneficiary designation & legal description review
    Notarization & formal county recording guidance
    Revocable at any time during your lifetime
    Call (210) 949-1000
    Additional Legal Counsel

    Individual Documents & Estate Administration

    Whether you need to update an existing trust, create a Texas LLC to shield real estate, protect minor children, or probate a will, we provide dedicated support.

    Declaration of Guardian (Adult or Minor Child)

    Legally designate who you trust to raise minor children or serve as your own guardian if needed, preempting costly custody hearings or family disputes.

    Trust Amendment & Review

    Thorough review of your existing trust documents and preparation of formal legal amendments reflecting family changes, births, marriages, or updated wishes.

    Certification of Trust

    A statutory summary document that banks, lenders, and title companies accept to verify trustee authority while keeping your trust beneficiaries and assets private.

    Affidavit of Heirship

    Used when a loved one passes without a will and leaves real estate in Texas. Clears title of record so ownership can be established with county records.

    Texas LLC Formation

    Formation of Texas Limited Liability Companies tailored to hold real estate, family businesses, or investment assets with personal liability shielding.

    Probate of Will & Estate Administration

    Filing probate applications, qualifying executors, handling Muniment of Title, and guiding families smoothly through estate distribution in Bexar and Medina counties.

    Schedule Your Personalized Consultation

    Every family and property situation is different. Meet with our team in Helotes or by phone to map out the right plan.

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