Affordable Wills and Estate Plans

david disraeli

Why spend $1,500 or more on a basic will or take a chance on a downloadable form? Get a customized will/trust/ and power of attorney for 1/3 the price.

The Personal CFO Inc. and David Disraeli have a partnership with Jeremy Levine/The Levine Law Firm, P.C., to provide affordable wills and exceptional estate planning documents at discounted rates.

Our Affordable Wills package includes:

Will and trust for minor children for a married couple, powers of attorney for healthcare, and powers of attorney for financial decisions. Total cost is $500 including attorney review.

The principal of The Levine Law Firm, Mr. Levine has been an active member of the Texas State Bar since 1994. Before founding The Levine Law Firm in 2007, he was a partner in the Austin offices of Cantey Hanger and Walker, Bright & Lewis.

Mr. Levine graduated in 1990 from the University of Texas at Austin with a degree in Advertising and in 1994 from the University of Oklahoma School of Law. Prior to graduating from law school, he worked in the Washington, D.C., office of Senator Joseph Lieberman.

Mr. Levine is licensed to practice in Federal Court in the Northern, Southern, Eastern and Western Districts of Texas, as well as before the 5th Circuit Court of Appeals in New Orleans. In addition to handling cases in the Austin region, he has handled numerous cases in the Dallas, Houston, Waco and San Antonio areas and surrounding counties, as well as in the Rio Grande Valley.

Mr. Levine is a member of the Travis County Bar Association, the Real Estate Council of Austin, and serves on the Executive Committee of the Austin Chapter of the Anti-Defamation League. Jeremy is also Co-Chair of the ADL’s Civil Rights Committee, finding inspiration in the organization’s commitment to “fairness and justice for all.”

For an exact price quote for your affordable will, please contact us at 512.350.4159

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