How we work
Our Planning Process
Once you decide to move forward, we make it easy, because we know how important it is to know what to expect.
Six steps
From first call to your binder
Most plans are prepared as a project for a flat fee, agreed at your first meeting. Half is due when we begin and the balance when your plan is delivered. No hourly meter.
- 1
Request your consultation
Call (512) 263-5400 or use the contact form, and we will schedule your initial consultation.
- 2
Complete your confidential workbook
Once you are scheduled, we send a link to the Estate Planning Workbook to complete online or drop off before we meet.
- 3
Initial consultation
We get to know each other, review your circumstances, and often design your plan together at this first meeting.
- 4
Design meeting, if needed
If we need more time, or you want time to decide, we schedule a second meeting to finish the design.
- 5
Signing
When your plan is ready, you come back to the office to review and sign every document.
- 6
Homework meeting
We walk through your next steps and deliver your estate planning binder with every document inside.
New client workbooks
Forms to complete and return
- Open workbook (opens in a new tab)
Estate Planning Workbook
Complete this after you schedule your first consultation, and return it before we meet.
- Open workbook (opens in a new tab)
Probate Workbook
Complete this if a loved one has passed away and you are opening or settling an estate.
- Open workbook (opens in a new tab)
Business Workbook
For business owners planning for the future of the company alongside the family plan.
- Open workbook (opens in a new tab)
Business Formation
Start here if you are forming a new entity and we are setting up the structure.
Request a consultation
Ready when you are.
Meet with an attorney in our Lakeway office or by Zoom, review your situation and leave knowing your options and your flat fee.