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Simple 3-Step Process

Estate Planning, Without the Headache

Here's exactly what happens from your first call to signed documents. No surprises, no confusion, no driving across town. Just a straightforward path to protecting your family.

3

Meetings Total

2-4

Weeks to Complete

100%

Virtual Option

$0

First Call

1Step

Discovery Session

30 minutesFree • Video Call
2Step

Family Wealth Planning Session

90 minutesIncluded • Video Call
3Step

Signing Ceremony

60 minutesIncluded • In-Person or Virtual
Step 1Free

Discovery Session

30 minutesFree • Video Call

We'll have a relaxed conversation about your family, your concerns, and what you want to accomplish. No pressure, no sales pitch — just a chance to see if we're a good fit.

What We'll Cover

  • Learn about your family structure and goals
  • Discuss any specific concerns or complex situations
  • Answer your questions about estate planning
  • Explain our approach and flat-fee pricing
  • Recommend a plan level if you decide to proceed

What to Bring

  • Just yourself (and your spouse, if available)
  • A list of questions you've been wondering about
  • No documents needed at this stage

You'll Leave With: You'll leave with clarity on what your family actually needs — whether you work with us or not.

Step 2

Family Wealth Planning Session

90 minutesIncluded • Video Call

This is where the real work happens. We'll dive deep into your situation and design a customized plan that protects your family — including the important conversations most attorneys skip.

What We'll Cover

  • Review your complete family and financial picture
  • Make key decisions: guardians, trustees, healthcare agents
  • Discuss the 'what ifs' — including uncomfortable scenarios
  • Design your Kids Protection Plan (if you have children)
  • Create your Legacy Letter intentions
  • Review your plan structure and next steps

What to Bring

  • List of all assets (retirement accounts, real estate, investments)
  • Beneficiary information for existing accounts
  • Names and contact info for potential guardians/trustees
  • Any existing estate planning documents
  • Both spouses should attend if possible

You'll Leave With: You'll have a complete blueprint for your family's protection, ready to be turned into legal documents.

Step 3

Signing Ceremony

60 minutesIncluded • In-Person or Virtual

We'll review every document together, answer any final questions, and execute your plan properly. This isn't a rushed 'sign here' — it's a meaningful moment where your family becomes legally protected.

What We'll Cover

  • Walk through each document and what it does
  • Answer any last questions about your plan
  • Execute all documents with proper witnessing and notarization
  • Receive your complete estate planning binder
  • Get digital copies stored securely
  • Review next steps and maintenance schedule

What to Bring

  • Valid government-issued ID
  • Your spouse (if married and creating joint documents)
  • We provide witnesses and notary services

You'll Leave With: You'll walk away with a complete, legally binding estate plan and the peace of mind that comes with it.

Beyond the Signing

We Don't Disappear After You Sign

Most law firms hand you documents and wish you luck. We believe estate planning is an ongoing relationship — because your life doesn't stop changing.

🔄

Annual Review Invitation

Every year, we'll reach out to check if anything has changed — new baby, new home, life events. Most updates are included in your plan.

📞

Lifetime Access

Questions come up. You can always reach out for guidance. You're not just a file in a cabinet — you're part of our family.

🏠

Trust Funding Support

If you have a trust, we'll help you actually fund it — because an empty trust is as useful as no trust at all.

📧

Life Event Prompts

Getting married? Buying a house? Having another kid? We'll send reminders to review your plan when life changes.

What Families Say About the Process

Real feedback from Texas parents who've been through it

I was dreading this for years. The actual process was easier than renewing my driver's license.

Michael T.

KatyFather of 2

No lawyer jargon, no condescension. Just a real conversation about what mattered to our family.

Sarah & David

The WoodlandsParents of 3

Virtual everything meant we didn't have to find a babysitter. Game changer.

Amanda R.

Sugar LandMother of toddler twins

Questions About the Process

What most people want to know before getting started

How long does the entire process take?
Most families complete their estate plan in 2-4 weeks from first call to signed documents. The timeline depends on your schedule availability and how quickly you can gather information. We work around your life — not the other way around.
Do I need to prepare a lot before the first call?
Nope! The Discovery Session is just a conversation. No documents, no homework. Come with your questions and an open mind. We'll tell you exactly what to gather before the Planning Session.
Does my spouse need to be on every call?
Ideally, yes — at least for the Planning Session. Estate planning involves decisions that affect both of you, and it's much easier when everyone's in the room. But we can be flexible if schedules don't align.
What if I need to cancel or reschedule?
Life happens! Just give us 24 hours' notice and we'll find a time that works. No penalties, no guilt trips.
Is everything really virtual?
Almost everything. Discovery Sessions and Planning Sessions are always virtual — because driving across Houston to talk about estate planning shouldn't be part of the process. For Signing Ceremonies, you can choose virtual (using authorized remote notarization) or in-person at our Houston office.
What if I change my mind after the Discovery Session?
No problem at all. The Discovery Session is free and no-obligation. Many people take time to discuss with their spouse or think things over. We'll never pressure you.
What about complex situations — blended families, business owners, etc.?
That's exactly what the Discovery Session is for. We'll discuss your specific situation and make sure our approach is the right fit. Complex situations often just need more time in the Planning Session, not a different process.
Will you keep bugging me with sales emails?
We'll send a follow-up or two if you don't respond, then we'll leave you alone. We'd rather have clients who are ready than chase people who aren't. When the time is right for your family, we'll be here.

Ready to Get Started?

The first step is a 30-minute conversation. No commitment, no pressure — just a chance to see if we're the right fit for your family. You've already done the hard part by reading this far.

🎯100% Virtual
💰Flat-Fee Pricing
⏱️2-4 Weeks
🤝No Pressure