Welcome to Ricardo Ochoa's Office
"Eight Alpha One X"
We offer Legal Services
Welcome
Welcome
Welcome to your trusted legal advisor's web page.
Welcome to your trusted legal advisor's web page.
Admitted to:
The State Bar of Texas
December 13, 2018
The United State Tax Court
September 4, 2007
The State Bar of California
September 13, 2006
Ricardo
Ricardo
Previously served as an Estate & Gift Tax Attorney for almost two decades.
Contact me directly for federal estate tax issues, projects, and consulting.
Navigating the legal landscape can be complicated, but you don't have to do it alone. We are here to assist you every step of the way, ensuring you feel confident and cared for throughout the process.
We are a digitally native law practice committed to delivering reliable, personalized legal solutions without the expense and complexity of traditional firms. Here, you will receive direct and personal that is responsive, nimble, and transparent.
Our Mission
Our mission is to provide clarity and a roadmap to financial peace for families looking towards the future. We are committed to delivering thoughtful advice and tailored solutions to safeguard your legacy. We focus in personalized estate planning services. We will guide clients through wills, trusts, and powers of attorney, ensuring a seamless transfer of assets offering peace of mind and security for you and your loved ones.
Think Through Your Testament
Memorialize Your Testament
Make Your Will Precede State Statutes
Estate Plan
We will send you a questionnaire to gather general information. We will discuss and explain the significance of dispositive provisions and make your intentions into actionable items. With actionable directives, we will prepare a complete estate plan consisting of a Will & Trust with Powers of Attorney (Medical and Financial). We will review and discuss with you, the decisions that you have made before we make the final plan.
Prepare two Witnesses
Under Texas Law, to make a self-proving will, two witnesses are required. Each witness must be: at least 14 years old, of sound mind, credible, and disinterested. The witnesses attest to the testator’s: signature, soundness of mind, and free will in executing the last testament.
DFW Metroplex
Meeting
After you approve of the drafts, we will schedule a meeting. The attorney will deliver the estate plan and explain relevant points of law to the testator and witnesses.
Execute the Estate Plan
If agreed, the testator will execute the estate plan and two witnesses will provide their signatures.
the Notary
The notary will notarize the witness' signatures to make the Will into a self-proving document.
Records
The estate plan will be scanned into electronic format as back-up copies while the original hard copies will remain with the testator.
Outside of the DFW Metroplex
Meetings will be held via telephone or video conference at the testator’s discretion.
Execution of the Estate Plan shall be arraigned by the testator who shall receive the documents via UPSP priority mail.
Notary services will be arraigned locally and by the testator.
Records hard copies shall be stored according to the testator. The testator agrees to have of all final documents scanned into electronic format and forwarded to this office for storage and retrieval.
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This information constitutes Attorney Advertising Under
Texas Disciplinary Rules Prof'l Conduct R. 7.01–7.05 (2025).
Circular 230 § 10.30.
California Rules of Prof. Conduct R. 7.1–7.5 (2018).
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We Are Located in:
Southlake, Texas
United States of America
Federal Tax
Estate Tax
Gift Tax
Tax Controversy
Estates
Powers of Attorney
Wills
Trusts
Ricardo R. Ochoa, Esq.
www.8A1X.com
ricardo@8A1X.com
Phone: (817) 415-1118
An old video of me and some friends. Just for Fun.
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