Free Consultation Confirmation

Your Free Consultation request has been received

Thank you for reaching out to us about your Estate Planning needs.

We will be in touch with you via email shortly. In the meantime, we’d like to recommend you review our Frequently Asked Questions to get ready for your appointment. Also, we encourage you to read more informative articles on our blog to get you started.

Q: What should I expect at our first meeting?

A: We will spend this first meeting getting to know you and your situation.  We want to make sure that we thoroughly understand your goals and concerns.  At this meeting, we will offer options and solutions for you to consider.  At the end of this meeting you will have a clearer picture of your options and can decide to engage our services.  It is not necessary to bring all your existing documents with you at this meeting, but you are certainly welcome to bring documents you want to discuss specifically.  

Q: How long is this estate planning process going to take?

A: The time in which it takes to create an estate plan is dependent on developing the plan.  Our firm provides you with the information, consultation, and guidance to put together a plan that meets your wishes, solves your challenges, and helps you reach your goals.  Sometimes the plan is clear and can be executed quickly. Other times careful contemplation is needed to address certain questions. Either way, we are here as your trusted advisor.

Read More About Our Estate Planning Services

Recent Estate Planning Articles

Protect Your Digital Assets in Texas With Estate Planning

Discover the importance of including your digital assets in your estate planning to ensure their protection and seamless transfer after your passing. Learn valuable tips and strategies to safeguard your online presence for the benefit of your loved ones. In today’s world we are increasingly intertwined with technology. From social media accounts and online banking…

Continue Reading Protect Your Digital Assets in Texas With Estate Planning

adult child adult children Advance Directives aging adults aging in place bank account Beneficiaries business entity caregiver college student Covid 19 Dependent Administration eldercare Elder Financial Abuse elder law entity reformation Estate Planning financial agent financial directives Financial Power of Attorney foreign will joint account Last will and testament legal documents Long Term Care Medicaid medicaid planning Medical Power of Attorney moving to Texas new texas residents Power of Attorney Probate Qualified Trust real estate retirement Revocable Living Trust special needs trust Tax Cut and Jobs Act 2017 Texas estate law Texas Governor Texas Homestead Exemption transfer llc to a new state trusts veterans Will

Scroll to Top