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Real Families. Real Protection. Real Stories.

Every Family Has a Story. Here Are Theirs.

These Texas families made the decision to protect what matters most. Read their journeys — from that first “we should really do this” moment to the peace of mind that comes after.

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Average Client Rating

👍 100%

Would Recommend

3 wk

Average Completion

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Plans That Failed

New Parents

From Midnight Panic to Total Peace of Mind

The Johnson Family · Houston, TX · Parents of two daughters, ages 4 and 7

We kept putting off estate planning because it felt overwhelming and morbid. Legacy Dad made it feel easy and even... hopeful? We left knowing our girls would be taken care of no matter what.

The Johnson Family, Houston, TX

Before Legacy Dad

  • No will, no trust, no guardians named — nothing in writing
  • Assumed family would 'figure it out' if something happened
  • Babysitter had no emergency instructions or legal authority
  • 401(k) and life insurance beneficiaries hadn't been updated since marriage
  • Kept saying 'we'll get to it next month' for three years

After Legacy Dad

  • Living trust fully funded with all assets properly titled
  • Kids Protection Plan with three tiers of named guardians
  • Emergency wallet cards and babysitter instructions in place
  • All beneficiary designations reviewed and updated
  • Annual review scheduled — plan grows with their family

3 weeks

Time to Complete

Life & Legacy

Plan Type

2 daughters

Kids Protected

6 total

Named Guardians

The Full Story

Sarah woke up at 2 AM after a nightmare about a car accident. She turned to her husband Mike and said, "If something happened to both of us right now, who would take our girls?" Neither of them had an answer.

They'd talked about estate planning for years but kept putting it off. It felt morbid, expensive, and confusing. Their neighbor had paid $8,000 at a big law firm and still didn't really understand what they got.

When Sarah found Legacy Dad during a late-night Google search, the website felt different. No gavels, no intimidation — just a fellow dad talking about protecting his own family. They booked a free planning session the next morning.

During the session, their attorney walked them through exactly what would happen to their daughters under current Texas law — and it wasn't what they assumed. Family members would have to go to court, it could take weeks, and in the meantime, CPS would be involved. That was the wake-up call.

Within three weeks, they had a complete plan: a living trust, a Kids Protection Plan with detailed guardian instructions, emergency cards for their babysitter, and a roadmap for updating everything as their girls grow. Total cost: less than what they spent on their kitchen remodel.

"The hardest part was making the phone call," Sarah says. "Everything after that was surprisingly easy — even kind of fun. We actually talked about things we'd been avoiding for years, and now we sleep better at night."

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Blended Family

A Blended Family's Path to Clarity

The Martinez Family · Dallas, TX · Blended family with four children across two marriages

As a blended family, our situation felt too complicated for a simple will. Legacy Dad helped us create a plan that's fair to everyone — and actually makes sense. The virtual process was perfect since we're in Dallas.

The Martinez Family, Dallas, TX

Before Legacy Dad

  • Two sets of children from previous marriages with no unified plan
  • Unclear who would make medical decisions in an emergency
  • Ex-spouse dynamics made guardianship conversations awkward
  • Assets mixed between individual and joint ownership with no strategy
  • Previous wills from first marriages were outdated and contradictory

After Legacy Dad

  • Customized trust structure protecting all four children equally
  • Clear medical powers of attorney for both spouses
  • Guardianship plan that respects both biological parents' roles
  • Assets properly titled with clear succession for each child
  • Old wills revoked and replaced with a unified family plan

4 weeks

Time to Complete

Total Family

Plan Type

4 children

Kids Protected

2 old wills

Prior Plans Replaced

The Full Story

When Carlos married Ana, they each brought two children into the family. Love wasn't the problem — legal complexity was. Their old wills from their first marriages contradicted each other, and neither had been updated in over a decade.

"We tried to do it ourselves with online templates," Ana recalls. "But every form assumed a simple nuclear family. We'd get halfway through and realize it didn't fit our situation at all."

Carlos, a project manager for a construction firm that relocated to the Dallas Silicon Prairie, found Legacy Dad while researching estate planning for blended families. The concept of a 100% virtual firm was exactly what they needed — no taking time off work, no finding childcare for four kids.

Their attorney spent the first session just listening — understanding the family dynamics, the relationships between children and step-parents, and what both Carlos and Ana wanted for each child's future. No other lawyer had done that.

The plan they built addresses every scenario: what happens if Carlos passes first, what happens if Ana passes first, what happens if both pass together, and how assets flow to all four children fairly while respecting the biological parents' wishes.

"For the first time, we have one plan that covers our whole family," Carlos says. "Not two separate plans that might conflict. One plan that everyone understands and everyone agrees on. That alone was worth every penny."

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Young Professionals

Engineers Who Wanted to Understand Every Detail

Chris & Priya R. · San Antonio, TX · Dual-income tech professionals with a toddler and baby on the way

We're both engineers — we like to understand the details. Legacy Dad walked us through every decision, every trust provision, every scenario. For the first time, we have a PLAN, not just paperwork.

Chris & Priya R., San Antonio, TX

Before Legacy Dad

  • Only had employer life insurance — no estate plan of any kind
  • Significant combined retirement accounts with default beneficiaries
  • RSU and stock option complexity from tech employer in San Antonio
  • No medical directives — neither knew the other's end-of-life wishes
  • Baby on the way with zero legal protection in place for their toddler

After Legacy Dad

  • Trust-based plan that handles RSUs, stock options, and 401(k)s properly
  • Kids Protection Plan in place before second baby arrives
  • Medical powers of attorney and advance directives for both spouses
  • Digital asset inventory including crypto wallets and online accounts
  • Comprehensive beneficiary audit across all accounts and policies

3.5 weeks

Time to Complete

Life & Legacy

Plan Type

12 accounts

Digital Assets Covered

8 accounts

Beneficiary Updates

The Full Story

Chris and Priya are the kind of people who read the documentation before assembling furniture. When their first child was born, they assumed estate planning would be straightforward — find a lawyer, sign some papers, done.

Instead, they found lawyers who wouldn't explain what they were signing, firms that charged by the hour for every question, and template-based plans that didn't account for their RSU vesting schedules, stock options, or the crypto holdings they'd accumulated.

"We needed someone who would actually explain the WHY behind each provision," says Priya. "Not just hand us a binder and say 'sign here.' We wanted to understand what we were building."

Legacy Dad's approach was exactly what they needed. Their attorney spent time explaining not just what each trust provision does, but why it matters for their specific situation. The digital asset inventory was something no other firm had even mentioned.

With baby #2 on the way, they completed everything in under a month — including a Kids Protection Plan that names guardians for both children, detailed care instructions, and emergency protocols for their babysitter and Priya's parents (who help with childcare).

"Now we understand our plan better than most people understand their mortgage," Chris says. "And when something changes — new RSU grant, baby arrives, we move — we know exactly what to update and why. That's the difference between having documents and having a plan."

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Wake-Up Call

When a Neighbor's Accident Changed Everything

Amanda & Tyler W. · Fort Worth, TX · Parents of two boys who acted after a neighbor's accident

We had a wake-up call when our neighbor was in a serious accident. We realized we had NOTHING in place for our boys. Legacy Dad had our Kids Protection Plan done in one week.

Amanda & Tyler W., Fort Worth, TX

Before Legacy Dad

  • Prompted by neighbor's car accident — realized they had zero protection
  • Two young boys with no guardians legally named anywhere
  • Babysitter had no emergency authority or instructions
  • Life insurance existed but beneficiary was 'estate' — triggering probate
  • Assumed their parents would 'just take the boys' — not legally enforceable

After Legacy Dad

  • Kids Protection Plan completed in just 7 days — immediate legal protection
  • Three tiers of guardians legally named and notified
  • Babysitter emergency packet with medical authorizations and care instructions
  • Life insurance beneficiary corrected to bypass probate entirely
  • Full estate plan completed within 3 weeks of starting

7 days

KPP Completed

3 weeks

Full Plan Done

2 boys

Kids Protected

$350K policy

Probate Avoided

The Full Story

It was a Thursday evening when Amanda got the call. Their neighbor down the street — a dad of three, just like Tyler — had been in a serious car accident on I-30. He survived, but was unconscious for days.

That night, Amanda and Tyler sat at their kitchen table and had the conversation they'd been avoiding for years. If Tyler was in that accident, who would pick up the boys from school? Who would make medical decisions? Would CPS have to get involved while they figured out guardianship?

"We realized the answer to every question was 'we don't know,'" Tyler says. "That was a terrifying feeling."

They found Legacy Dad the next morning. When they explained the urgency, their attorney prioritized a Kids Protection Plan that could be completed within a week. Amanda called it "the fastest we've ever done anything as parents."

The plan included emergency wallet cards, babysitter instructions, three tiers of guardians (local friends for immediate response, family in Dallas for short-term, Tyler's brother in San Antonio for long-term), and medical authorization letters.

"The peace of mind hit us the moment we signed," Amanda says. "That night, when we dropped the boys at the sitter's, we handed her the emergency packet and thought — if something happens tonight, our boys are covered. That feeling is worth everything."

They went on to complete a full estate plan within three weeks, including correcting a life insurance beneficiary designation that would have triggered a costly probate process.

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First-Gen Wealth

Building a Legacy That Honors Their Journey

The Nguyen Family · Sugar Land, TX · First-generation wealth builders with a multigenerational household

Our parents came to this country with nothing. We've built something meaningful, and now we have a plan to protect it — not just for our kids, but for future generations. Legacy Dad understood our family dynamics in a way other firms didn't.

The Nguyen Family, Sugar Land, TX

Before Legacy Dad

  • First-generation wealth with no family precedent for estate planning
  • Multigenerational household — parents live with them and need care planning
  • Real estate in both Texas and overseas with complex titling
  • Small business (dental practice) with no succession plan
  • Cultural expectations around caring for aging parents weren't legally documented

After Legacy Dad

  • Trust structure that protects both generations — children AND aging parents
  • Business succession plan for the dental practice
  • International asset coordination with Texas-based trust framework
  • Parents' care wishes legally documented and integrated into the plan
  • Legacy Letter capturing family values and immigration story for children

5 weeks

Time to Complete

Total Family

Plan Type

3 generations

Generations Protected

Dental practice

Business Succession

The Full Story

Dr. Linh Nguyen remembers watching her parents work double shifts at a restaurant in Fort Bend County. They came to Texas with two suitcases and a dream. Three decades later, Linh owns a thriving dental practice, her husband David manages a tech team, and they live in Sugar Land with their three kids — and Linh's parents.

"Estate planning felt like something for old American families with generational wealth," Linh says. "We're the ones building the wealth. Nobody in our family had ever done this."

When Linh searched for estate planning help, most firms focused exclusively on passing assets to children. None addressed her reality: aging parents who live with them, a dental practice that needed a succession plan, and property connections to Vietnam.

Legacy Dad's approach was different from the first conversation. Their attorney asked about the FAMILY — not just the assets. Who lives in the house? What are the care expectations? What values do you want to pass down? What does your parents' care look like in five years?

The plan they built is multigenerational: it protects Linh's parents' care arrangements, ensures the dental practice transitions smoothly if something happens to Linh, safeguards the children's inheritance, and even addresses the overseas property within a proper legal framework.

But the piece that meant the most to Linh wasn't a legal document at all — it was the Legacy Letter. Working with their attorney, Linh and David wrote letters to their children about their families' immigration stories, the sacrifices their parents made, and the values they hope their children carry forward.

"My parents can't easily put into words what they went through to give us this life," Linh says, her voice catching. "Now it's written down. Our kids will know, and their kids will know. That's the real legacy."

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Business Owner

Protecting the Business AND the Family

The Davis Family · Austin, TX · Startup founder with a growing family in Austin's tech scene

I had a business plan but no family plan. Legacy Dad helped me see that protecting my family IS protecting my business. Now both are covered — and my wife finally stopped worrying.

The Davis Family, Austin, TX

Before Legacy Dad

  • Successful SaaS startup with no separation between personal and business assets
  • Business partner agreement had no buy-sell provisions for death/disability
  • Stock options and equity compensation with zero estate integration
  • Wife excluded from business decisions but financially dependent on it
  • Three children with no legal guardian designations

After Legacy Dad

  • Business assets properly separated from personal estate
  • Buy-sell agreement funded by life insurance for clean partner transition
  • Stock option and equity compensation fully integrated into estate plan
  • Wife has clear authority and roadmap if something happens to husband
  • Kids Protection Plan plus education trusts for all three children

4 weeks

Time to Complete

Total Family

Plan Type

$4M+

Business Value Protected

3 children

Kids Protected

The Full Story

Jason built a SaaS company in Austin from his garage to a team of 25. He had a pitch deck, a cap table, a business plan, and a five-year roadmap. What he didn't have? An estate plan.

"I spent two years planning my business and zero minutes planning what happens to my family if the business loses me," Jason admits. "My wife Rachel had been asking about it for years. I kept saying I'd get to it."

The wake-up call came during a board meeting when an investor asked, "What's your key-man plan?" Jason had no answer. If he got hit by a bus, the company had no succession plan, his partner had no buy-sell agreement, and Rachel had no legal authority over any of it.

Legacy Dad's attorney understood the startup world — equity compensation, vesting schedules, cap table complexity, intellectual property. The plan they built addresses both sides: protecting the business if something happens to Jason, AND protecting the family if something happens to the business.

The buy-sell agreement alone saved them from a potential nightmare — without it, Jason's ownership share would have gone through probate, leaving his partner in limbo and Rachel with no income for months.

"Rachel told me after we signed everything: 'This is the first time in years I haven't worried about what would happen to us,'" Jason says. "I built a company worth millions but hadn't given my wife basic peace of mind. That's a failure of priorities. Legacy Dad helped me fix it."

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Military Family

A Military Family's Mission for Peace of Mind

The Thompson Family · The Woodlands, TX · Active-duty military family with two children, frequently relocating

Deployment is stressful enough without wondering if your family is legally protected. Legacy Dad gave us a deployment-ready plan in three weeks. My wife and I both sleep better now.

The Thompson Family, The Woodlands, TX

Before Legacy Dad

  • Active-duty military with frequent deployments and no updated plan
  • Old JAG-office will from 8 years ago — before marriage and children
  • SGLI and TSP beneficiaries still listed pre-marriage contacts
  • Spouse had no power of attorney during deployments
  • Children in DODEA school with emergency contacts but no legal authority docs

After Legacy Dad

  • Deployment-ready estate plan with immediate and long-term provisions
  • Special military power of attorney for spouse during deployments
  • SGLI and TSP beneficiaries updated and integrated with trust
  • Kids Protection Plan with military-specific emergency protocols
  • Plan designed to work across state lines (military moves frequently)

3 weeks

Time to Complete

Life & Legacy

Plan Type

SGLI + SBP + TSP

Military Benefits Integrated

Yes

Cross-State Ready

The Full Story

Sergeant First Class Marcus Thompson has been deployed three times. Each time, his biggest fear wasn't what he'd face overseas — it was what would happen at home if he didn't come back.

"The JAG office did a basic will for me eight years ago, before I met Jessica, before the kids. But updating it kept falling through the cracks — between deployments, PCS moves, and daily life at Fort Cavazos, there was always something more urgent."

Jessica found Legacy Dad while Marcus was on a training rotation. The 100% virtual model was essential — military families can't always get to a lawyer's office, especially when the service member is away.

Their attorney took the time to understand military-specific needs: SGLI beneficiary coordination, Survivor Benefit Plan integration, power of attorney structures that work during deployment, and a plan designed to function even if the family PCS's to another state.

"Most civilian lawyers don't understand military life," Jessica says. "They don't think about what happens when your spouse is in a combat zone and you need to make financial decisions. Or what happens if we get orders to move to Germany next year. Legacy Dad built a plan that works no matter where the Army sends us."

The Kids Protection Plan was particularly meaningful. Marcus and Jessica named local friends from their unit as immediate emergency guardians, Jessica's sister in The Woodlands as short-term, and Marcus's parents as long-term. The babysitter packet includes military-specific information that civilian emergency contacts wouldn't know to ask about.

"The night before my last deployment, we sat on the couch and went through the whole plan one more time," Marcus says. "I looked at Jessica and said, 'You and the kids are covered. No matter what.' That was the best night's sleep I got before shipping out."

Ready to write your family's success story?

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Your Family's Story

Your Story Starts With One Conversation

Every family above started exactly where you are right now — knowing they needed to do something but not sure where to start. The first step is always the same: a free, no-pressure conversation about your family.

30 minutes. Zero cost. Complete clarity on what your family needs.