I create custom estate plans that are tailored to my clients' unique needs and desires to ensure that their wishes are met upon incapacity and death.
The process to create or update your estate plan involves:
I create custom estate plans that are tailored to my clients' unique needs and desires to ensure that their wishes are met upon incapacity and death.
The process to create or update your estate plan involves:
For your convenience, we can meet over video teleconference, at your home depending on distance, or in my office. The signing ceremony needs to be in person. If you are outside the Austin metropolitan area, I can still assist you in drafting your estate plan, but you will need to get your own notary and witnesses to execute the documents. Once the signing ceremony is complete, you'll leave with a fully executed estate plan and I will provide PDF copies for your records and mine.
Depending on your goals and preferences, I offer both trust-based and will-based estate plans. Some of the documents commonly included are:
Depending on your goals and preferences, I offer both trust-based and will-based estate plans. Some of the documents commonly included are:
I am committed to providing my clients with the highest level of service and support. I strive for excellence in everything I do and am dedicated to helping you achieve your estate planning goals.
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