We handle probate and guardianship court cases in the Dallas Metroplex, focusing primarily on Dallas and Collin County. For instance, if you have a court case involving the estate of a deceased person or helping an incapacitated person, we can assist if the deceased or incapacitated person’s county of residence is in these local counties.

We can also assist with matters in other local counties, depending on cirumstances. With Zoom court hearings, we can efficiently handle some non-local matters, but not all courts allow for virtual hearings. Additionally, for some matters, we can better serve you by sending you to someone familiar with the nuances of that specific court.

For estate planning, we can assist clients who live anywhere in Texas. However, a non-local estate planning client will either need to plan to travel to Dallas to sign the estate plan at our office or arrange to sign on their own locally.

When you first contact us, you’ll visit with Lesly, our friendly intake coordinator. Lesly will gather some information from you to determine if we can assist with your legal matter. If so, she’ll schedule an hourlong initial consultation for you with one of our attorneys. The consultation will either be in person at the office or via Zoom, depending on your preference. We charge a flat fee for the consult, which must be paid beforehand.

Before we meet, the attorney will review the information you’ve provided and come well-prepared to address your questions. We encourage you to provide as much information as you can in your worksheets; the more information you provide, the better we can anticipate and address your concerns and can confirm before we meet that your legal need is within the scope of our practice and current bandwidth.

During the consultation, we’ll have an in-depth discussion of your legal matter to discuss your goals and options. You’ll receive legal advice specific to your situation and we’ll recommend proposed next steps, advising you on the expected cost. After the meeting, we’ll share a copy of our attorney notes for your reference if you’d like.

If you decide you’d like to move forward with representation, we’ll send you a representation agreement to sign electronically and you’ll need to pay the deposit (retainer) provided for within the agreement. You may pay via check/ACH or credit card. If you prefer to sign via pen and paper rather than electronically, we’ll be glad to send it to you via PDF or mail instead.

We accept payment via check, ACH, or credit card. For your convenience, we’ll include a payment link in the email we send to you once the representation agreement has been fully executed. 

If we are representing two clients on a joint representation and you wish to split the costs equally between you, we can send split bills so each of you can see and pay your respective half. Please let us know as soon as possible if you wish for us to set your account up for split billing.

IMPORTANT: We are not considered retained for representation until you’ve signed the representation agreement, we’ve countersigned, and you’ve paid the full required deposit. If you wish to pay the deposit in installments, you may do so, and we’ll begin working on your behalf once the full deposit is received.

We know that it’s important for you to understand what’s going on with your case, where you are in the process, and any action items that need to be handled. We’re proud to offer our clients the ability to communicate with us through the Case Status app, which you can use on your phone or computer. When you log in, you can quickly see what stage of the process you’re in. You’ll have the ability to send messages and documents to the firm, and messages can be viewed in a thread. This makes it easy to go back and see prior communications. 

Our case management system, Clio, also offers a client portal which provides an efficient way to share documents and communicate.

Of course, you may also contact us via email or phone if you prefer, or meet with us at the office by appointment. For those clients who prefer to communicate by phone, we recommend scheduling calls in advance so we can speak when we’re both prepared and available.

Yes. We understand that navigating estate planning, probate, and guardianship matters can be both emotionally taxing and financially stressful. One of the most common concerns clients express is uncertainty about legal fees. To address this concern, we’re excited to announce a shift toward flat fee pricing for many of our legal services. For more information, click here.