Good legal planning starts with understanding people, not paperwork. Our job isn’t simply to hand you documents. It’s to help you understand the decisions those documents are designed to address.
Complex decisions become easier when you understand what you’re deciding and why it matters. We translate legal concepts into information you can use.
Your decisions should reflect your circumstances, values and goals. We give careful guidance without telling you what your life should look like.
Good planning means important decisions are made by you, not left to others in a crisis.
A short introductory call to share what’s happening and see if we’re a fit.
Before we meet, you’ll complete a detailed questionnaire and upload your documents through our secure client portal, so our time together is focused on you. In this in-depth planning meeting where we identify the risks, opportunities and decisions that matter, and explain them in plain language.
We design a plan around your circumstances and goals, with clear, upfront fees.
We prepare your documents, review them with you and guide the signing, plus next steps such as funding a trust.
Life changes. Will Legacy Care and Trust Legacy Care keep your plan current.
An estate plan is only as good as its last update. Legacy Care memberships are available to clients whose plans were prepared by Legacy Design Law PLLC.
For clients with a will-based plan.
We use secure technology to communicate, collect information and manage your matter. Meetings happen by video, with in-person meetings in Houston by appointment.