ST PATRICK”S DAY SPECIAL
Are you ready to get your estate plan done? Good, let’s do it. If you meet the requirements below you can get a deep discount and have your plan in place in two weeks or less. Don’t live in Austin? No problem, as long as you are a Texas resident. We can do appointments in person at our office in North Austin, or by phone, or by video conference.
This special includes the following documents:
- Last Will and Testament
- Durable Power of Attorney
- Medical Power of Attorney
- HIPPA Release
- Designation of Guardian for Minor Children (if applicable)
- A Special Needs Trust can be prepared for families who have a child with special needs for the extremely low additional cost of $625
To take advantage of this offer, if you meet the eligibility requirements below, email or call for an appointment time and ask for the Fast Track plan. You will be scheduled for a one hour meeting in person or by phone, and a questionnaire will be emailed to you ahead of time to assist you with your preparation. The two week timeline runs from the date of your first one hour appointment.
- Must be able to pay full fee by credit card at time of making your appointment
- Must have total personal or family assets under $5 million
- Must commit to the completion timeline – Initial appointment, review and signing in two weeks or less. Extensions of time past two weeks are $100 a week
Fees for these services normally run from $800-$2500. The deeply discounted fees are as follows:
- Single person- $625
- Couple with mirror wills – $875 (same beneficiaries)
- Couple with wills that have significantly different provisions from each other – $1125
- Special Needs Families Add a special needs trust – $625
If, after our consultation, an individual or couple need additional planning instruments, the cost will be quoted at the time of consult.
EMAIL firstname.lastname@example.org and tell us which day you would like to schedule, or
CALL 512-804-9934, or
CLICK BELOW TO CHAT
What is the difference between the Fast Track Plan and the regular plan?
You get the same personal service and the same documents as the regular plan, but by committing to pay in advance and complete your homework and review of drafts in the two week timeframe, the time our office spends on billing and administrative activities is reduced, so we are passing the savings on to you.
How much of a discount am I getting?
Most prices on the Fast Track Plan range from 20%-30% off the regular price.
Can I still talk to the attorney as much as I need?
Yes. All Fast Track Plans are specifically crafted for your personal situation and the attorney will spend as much time talking with you as either she or you need to make sure your plan is right.
What if something happens and I can’t finish in the two week period?
If you find you simply cannot complete your homework or review in the timeframe, you can can choose to extend the time period at a rate of $100 per additional week. However, if a family emergency prevents you from working on your plan, we will work with you on a reasonable extension of time.
What can I expect to happen if I sign up?
When you call or email, your eligibility will be verified and we will confirm which service you need. You will schedule a one hour appointment and be sent a payment invoice. Once payment is received, you will be emailed a worksheet to complete prior to your appointment and return it to our office. During the appointment, the attorney will go over your worksheet, ask additional questions, and give you the opportunity to ask questions. At the end of the first appointment the attorney will have a plan in mind for you. Also at the end of the first appointment, the attorney will make a second appointment approximately two weeks later for the signing of your documents. Within a few days of the first appointment, drafts of all your plan documents will be emailed to you for review. You can make corrections, changes, add or delete items, or ask additional questions of the attorney. If a second draft is needed, it will be completed and emailed to you. You will communicate with the attorney as much as necessary by phone or email in order to get your documents right. Once you ok the drafts, your “pretty” documents will be printed and waiting for you on the day of your second appointment. At the second appointment a notary and witnesses will be present to finalize your documents.