The Planning Process - Austin Estate Planning and Probate Attorney

 

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. 

STEP 1: SCHEDULE YOUR INITIAL COMPLIMENTARY CONSULTATION
Call our office at 512-263-5400 or email erin@thrashlawfirm.com to schedule your Initial Consultation.

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.

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.

STEP 4: DESIGN MEETING

If we need additional time to design your plan or you just want an opportunity to make some decisions after our first meeting, we will schedule a second meeting for designing your unique plan.

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.

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.

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.