We charge fees for Estate Planning on a “Fixed Fee” basis. All fees are collected up front as the representation can be completed in a very short time frame—in less than a month—depending on the client’s availability. Generally, most estate planning representations can be completed in 2-3 meetings with an attorney. We use email to communicate with our clients, and secure portals to exchange documents and information needed to complete your documents in the most efficient way possible. We assist our clients with signing and finalizing all their documents at our physical office located in Frisco, Texas.
Our process: During an initial meeting, the client meets with one of the firm’s attorneys for an hour and completes a detailed questionnaire prior to the meeting. At the initial meeting, the client and lawyer discuss the client’s estate planning goals and the lawyer advises the clients about the legal documents that will fulfill the client’s goals and advises the client about the probate process, or how to minimize the probate process.
These documents are “packaged” and the client can choose the document package that meets their budget and primary estate planning goal. Because the documents and package are entirely dependent on the client’s goals and the legal advice provided by an attorney, the fixed fee will only be quoted by an attorney during the initial meeting. Costs such as deed recording fees are billed separately, but will be estimated at the time of the initial meeting with the client.
Have more questions about estate planning costs? Watch this helpful video by the firm’s founding attorney:
