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
Discovery Session
Family Wealth Planning Session
Signing Ceremony
Discovery Session
30 minutes • Free • 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.
Family Wealth Planning Session
90 minutes • Included • 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.
Signing Ceremony
60 minutes • Included • 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.
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.
Katy • Father of 2
“No lawyer jargon, no condescension. Just a real conversation about what mattered to our family.”
Sarah & David
The Woodlands • Parents of 3
“Virtual everything meant we didn't have to find a babysitter. Game changer.”
Amanda R.
Sugar Land • Mother of toddler twins
Questions About the Process
What most people want to know before getting started
How long does the entire process take?
Do I need to prepare a lot before the first call?
Does my spouse need to be on every call?
What if I need to cancel or reschedule?
Is everything really virtual?
What if I change my mind after the Discovery Session?
What about complex situations — blended families, business owners, etc.?
Will you keep bugging me with sales emails?
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.