While estate planning can seem like a daunting task, not having one in place is a far worse fate for your loved ones. When legal documents have not been set up prior to death, it leaves the family with a costly and lengthy process that can at times leave the heirs waiting years to receive their inheritance. It also leaves decisions about how to distribute the estate solely up to the law and in the hands of the courts.

Estate planning allows you to have greater control and flexibility in handling your assets and making important decisions for your children’s future. We are committed to making the process less intimidating through our experienced and organized approach. We are here to ensure that the estate planning process is easy and straightforward for you, through our clear step-by-step approach.

We recognize that cost is an important factor when it comes to beginning the estate planning process. Although the cost of every custom-tailored estate plan depends on a variety of factors, we are committed to providing our clients with a Flat-Fee Retainer Amount prior to beginning drafting. Based upon our brief Initial Consultation Call, we can provide you with a rough assessment of your anticipated fees. During our in-depth Follow-up Consultation, we will provide you with a Flat-Fee Retainer Amount prior to beginning drafts.

The Initial Consultation Call takes 15 minutes or less. It is a brief introduction, and a great opportunity for you to get to know the attorney, discuss your goals, and to determine next steps.

The Follow-up Consultation Meeting takes 75 minutes or less. We will thoroughly address all of your questions, and recommend an estate plan that is tailored to suit your specific needs and unique situation.

The Drafting Process takes a few weeks to complete once you have signed the engagement letter and provided us with all of the information necessary to begin.

Your entire estate plan can be done from the comfort of your own home using our virtual estate planning process. We are fluent in the technology and protocols necessary to ensure a seamless virtual estate planning experience. We achieve this by conducting all virtual estate planning meetings via Zoom. We deliver our client’s draft estate planning documents electronically. Execution is then handled on a case-by-case basis depending on the client’s preferences: we can deliver the full suite of documents to the client’s home to be executed in front of a notary nearest them, or clients can work with us to arrange for alternative execution accommodations.

There are a number of events that may require you to update your estate plan. Important life changes, changes in your family structure, changes in your economic position, and various external factors may require an evaluation of your estate plan to determine whether it should be revised. Please review the list of examples below.

• Change in your health

• New marriage, or dissolution of existing marriage

• Death of a spouse

• Birth, death, or adoption of a child

• Marriage of a child or dissolution of a child’s marriage

• Medical issues of a beneficiary, executor, trustee or guardian

• Death of a beneficiary, executor, trustee or guardian

• A substantial increase or decrease in asset values

• Change in business interests

• Property acquired

• Changes in laws

• Change of residence out of state

You can get started today by requesting your Initial Consultation Call. To request the call you can complete this simple form, schedule your call at a time that is convenient for you, or call our office to schedule directly at (806) 696-1076. During the Initial Consultation Call, we will get to know one another, discuss your goals, and determine how we can best help you attain them. We will then provide you with your Estate Planning Intake Form to get the estate planning process started.