DEDICATED
As a parent, I understand the need to protect one's children. Estate planning has the power to do that, which is why I'm dedicated to working with you to give you the tools needed to safeguard your loved ones.
Comprehensive Estate Planning, Refreshingly Uncomplicated
Establishing an estate plan is one of the most important steps you can take to protect yourself and to spare your loved ones the expense, delay and frustration that often comes with managing your affairs when you pass away or become disabled. I will assist you with this process and make this a less complicated process.
Schedule your 3P Strategy Session-Plan, Protect, Peace of Mind
During our 60-minute Zoom, I will commit the following to you:
1.I will answer all of your questions and listen as you share your goals, concerns, and objectives
2.I’ll map out your options including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family
3.I’ll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take
4.Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!
5.Either way, you’ll leave our session clearer than ever before about what you really need (and really don’t need!) to protect your family and assets.
EXPERIENCED
In my years of experience, I've amassed a deep and ever-expanding knowledge of Texas law. You can rely on me to guide you through the construction of your will, trust, and other estate planning documents.
COLLABORATIVE
I want to help you make your goals and wishes clear. I will encourage your input and feedback so that, together, we can build an estate plan tailored to fit the vision for your legacy and the needs of your beneficiaries.