Instructions: Please complete the following form carefully. Your responses will be used to draft your estate planning documents. If you have any questions, contact our office here.

This intake form requires attention to detail and takes some time to complete, but it will save you time and expense in the long run, allowing us to move your case quickly and efficiently.

All estate planning packages include the following documents:

Last Will and Testament
Statutory Durable Power of Attorney (Financial)
Medical Power of Attorney
Directive to Physicians (Advance Directive)
Declaration of Guardian in the Event of Later Incapacity

Our estate planning packages are offered at three levels:

Essential Protection — $1,250 (individual) / $1,750 (couple)
Includes the five core documents listed above.

Complete Protection — $2,250 (individual) / $3,000 (couple)
Everything in Essential, plus a Transfer on Death Deed for your homestead, a Family Emergency Binder organizing all your executed documents and key information, and one annual review call.

Legacy Protection — $3,500 (individual) / $4,750 (couple)
Everything in Complete, plus Transfer on Death Deeds for additional properties (up to 3), a beneficiary designation audit for retirement accounts and life insurance, two annual review calls, and priority scheduling for future legal needs. Our firm can also coordinate a referral to a trust specialist if requested.

Your attorney will discuss which package is right for your situation. If you are unsure, don't worry — just complete the form below and we will walk you through your options at your 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!

Contact information

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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.

For planning purposes, note that as of 2026, the federal estate tax exemptions are:

  • $15 million for an individual
  • $30 million for a married couple

Tax Disclaimer:
I understand that this office is not a CPA firm and does not provide tax advice. 
Pricing Confirmation:
I acknowledge that I have reviewed and understand the fee structure.
Residency Confirmation: I confirm that I reside in Texas.
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.
High-Conflict Cases:
Please be advised that our firm is NOT the right fit for high-conflict estate planning. For example, if the person executing the will has been diagnosed with a dementia-type condition and/or a potential heir has expressed concerns about capacity of the person executing the will. High-conflict cases are especially common in blended families and between step-parents and step-children. We recommend high-conflict cases seek out special counsel in the DFW area by a board-certified estate planning attorney.
Our firm maintains a broad area of practice. When it comes to estate planning, the sole service we provide is designed and priced for simple, straightforward, zero-conflict cases only.

What happens next?

  • Review: After you submit this form, we will review your information to determine if your needs match our Simple Estate Planning 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.

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.