Estate Planning

Creating Meaningful Legacies with Confidence and Grace.

Estate Planning is more than just the Will and Trust you make and the legal documents you sign.

Estate Planning is your opportunity to create a meaningful legacy for your loved ones. Our estate planning clients come from all walks of life: young and single professionals, the newly married, parents of young children, recently divorced (or just happily single!), cohabitating couples, and retired empty nesters.

Although life circumstances and stages of life may differ, our clients share a common goal: the desire to give themselves and their loved ones, peace of mind through confident estate planning.

We honor the courage it takes for our estate planning clients to embark on this journey of sharing their most personal, family and financial concerns with their attorney.

We are mindful of time constraints and use a simple, 3-step process to accomplish our clients’ estate planning goals in as little as 3 hours.

Step 1: Initial Estate Planning Strategy Meeting (In-Person or Zoom)
Step 2: Estate Plan Draft Review Meeting (In-Person or Zoom)
Step 3: Formal Signing (In-Person at our Frisco Office)

Finally, we don’t hide the ball when it comes to estate planning costs. We offer comprehensive, fixed-fee estate planning packages, so you can feel confident that your needs will be met without being “nickeled and dimed” for time spent with your attorney.

When you are ready to plan, we are here for you. Our experienced and trusted legal counsel listen to our client’s goals and individual needs while guiding them in their choices with confidence and Grace at every step of the plan!

Learn how to prepare for you initial estate planning meeting!

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