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ONCE YOU DECIDE - WE MAKE IT EASY BECAUSE
WE KNOW IT IS SO IMPORTANT.
Although many attorneys can write a Will, if you
have a net worth over $1,000,000 or unique family situations you should consult a board certified
attorney. We make it easy to obtain the highest quality
professional legal advice in a comfortable setting with a caring and
concerned staff. Our initial consultation is complimentary.
Once we have designed your unique plan we can have
the “organizer” with your legal documents ready in your time
frame. Our plans are usually done as a “project” and with a flat
fee which you will know up front. We collect half of upon our
initial engagement and the balance once your plan is delivered to
you although we have had payment plans when needed.
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STEP 1: SCHEDULE YOUR INITIAL
COMPLIMENTARY CONSULTATION
Call our office at 512-263-5400 or email erin@thrashlawfirm.com to
schedule your Initial Consultation.
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STEP 2: FILL OUT OUR CONFIDENTIAL ESTATE
PLANNING – ESTATE PLANNING
WORKBOOK
Fill out our estate planning form and bring it to your Initial
Consultation. All information listed in your personal infomraiton
form is completely confidential.
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STEP 3:
AT THE
INITIAL COMPLIMENTARY CONSULTATION
We will get to know each other and review your current circumstances
and often we will design your unique plan together at this meeting.
If we design your estate plan we will also agree on a fixed fee for
the planning.
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STEP 5: SIGNING
Once your estate plan is prepared, we will schedule a time for you
to come back to our office to sign all of your documents. We will go
over each document and how your plan works, make sure it does what
you want it to do and answer all of your questions.
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STEP 6: HOMEWORK MEETING OR TELEPHONE
CONFERENCE
After the signing ceremony we will meet to go over your “homework”
and to deliver your estate planning organizer. You will always have
the original documents, we will keep scanned copies on our computer
system.
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STEP 7: LEGACY PLANS
We realize that our clients will only have peace of mind if they
know that their planning is and remains current. We also know that
legal fees can quickly become very expensive. For these reasons, we
offer a maintenance program called a LEGACY PLAN. With this plan you
are able to obtain ongoing legal services and advice to keep your
plan current at a substantially reduced cost.
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