Request a Texas Planning Session

Use the form below to request a planning session with a Texas-licensed estate planning attorney.

After reviewing your information, you’ll receive next steps and scheduling options by email.

What to Expect

To make sure estate planning is a good fit, we follow a simple process:

  1. Submit the request form
    Share a few details so we understand your situation.

  2. Brief intake call
    If appropriate, a short (about 10 minutes) intake call will be scheduled with our intake coordinator to confirm details and discuss next steps.

  3. Planning session
    If you choose to move forward, a planning session is scheduled after a $250 planning session fee is paid. This fee is credited toward your overall planning fee if you hire us.

This approach helps ensure that planning sessions are focused and productive.