Thank you so much for contacting our law office! Please read the privacy policy below, and then fill out this form in its entirety prior to our consultation.
Privacy Policy
All information received from a Potential New Client is strictly confidential. Our firm takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 256-bit SSL encryption.
Your personal information will only be used in the event that you hire the firm to represent you in your legal matter, and then only when necessary in limited use during the course of your case.
If you have any questions, please don't hesitate to contact our law office. We look forward to working with you!
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Services & Pricing
Our Simple Probate Package includes
:
Simple Will
(May include a basic contingent trust for minor children)
Financial Power of Attorney
Medical Power of Attorney
Advance Directive for Physicians
Designation of Guardian in Advance of Need
Pricing:
$600 for an individual
$900 for a married couple
Additional Option:
We also offer a
Lady Bird Deed (Enhanced Life Estate Deed)
as a separate service with its own pricing.
Legal & Capacity Information
Please provide as much information as possible regarding your estate planning needs. If you are unsure about any details, provide your best estimate or indicate that you are uncertain. This information will help us determine if our Simple Probate Package is a good fit for you.
Do you already have a will or any power of attorney documents?
Yes
If yes, are you looking to replace them entirely or simply update them?
No
Has any physician determined that you or your spouse is incapacitated?
Yes
If yes, please explain briefly (optional):
No
Are you seeking any estate planning services beyond a simple will and basic powers of attorney? (For example, an inter vivos trust or other advanced planning tools.)
Yes
If you answer "Yes," please note that we do not provide those services under this package and may recommend that you consult an estate-planning specialist.
No
Estate & Gift Tax Considerations
For planning purposes, note that as of 2025, the federal estate tax exemptions are:
$14 million for an individual
$28 million for a married couple
(These figures are for illustrative purposes only and are subject to change.)
Based on your assets (including your home, real estate, business interests, life insurance, etc.), do you estimate that your estate might exceed these amounts?
Yes
If you answer "Yes" or "Unsure," you may require more advanced estate and tax planning services. In such cases, we might refer you to an estate-planning specialist.
No
Unsure
If you answer "Yes" or "Unsure," you may require more advanced estate and tax planning services. In such cases, we might refer you to an estate-planning specialist.
Disclosures & Acknowledgments
Tax Disclaimer:
I understand that this office is not a CPA firm and does not provide tax advice. The estate tax exemption figures above are for illustrative purposes only and are subject to change.
Pricing Confirmation:
I acknowledge that the fee for the Simple Probate Package is
$600 for an individual
or
$900 for a married couple
.
Residency Confirmation:
I confirm that I reside in Texas.
Lady Bird Deed Acknowledgment:
I understand that a Lady Bird Deed is offered as a separate service with its own pricing.
Service Scope:
I confirm that I am seeking a straightforward estate plan (simple will and basic powers of attorney) and do not require complex trust drafting or advanced estate/tax planning services.
Next Steps
What happens next?
Review:
After you submit this form, we will review your information to determine if your needs match our Simple Probate Package.
Further Assistance:
If your estate appears to exceed the illustrative exemption amounts or if additional complexity is indicated, we may recommend consulting a specialist.
Scheduling:
If your information is a good match, we will contact you to schedule an appointment and discuss any further details.
Referral Information
How were you referred to our law firm?
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ACKNOWLEDGEMENT AND ACCEPTANCE
I acknowledge that I have read and hereby accept the above privacy policy regarding use of my personal information.
THANK YOU
Thank you for completing this intake form. We look forward to assisting you with your estate planning needs.
Please click the
SUBMIT
button below when you have finished answering all questions.