Planning Process

Our Planning Process

Once you decide to move forward, we make it easy because we know it is so important.

Most attorneys can write a Will, but your net worth, the ever changing tax laws, or your unique family situation makes it important to consult a specialist. At Thrash Law Firm, our attorneys have focused their time on the areas of law that give them the experience and knowledge to make sure you and your family are protected. We offer the highest quality professional legal advice in a comfortable setting with a caring and concerned team. We know how important it is to know what to expect, so we have prepared this explanation for the convenience of any potential clients.

The process is simple, and once we have designed your unique plan we will have our organizer also known as the “big black binder” with your legal documents ready in your time frame. Our plans are usually prepared as a “project” for a flat fee, which we will discuss and agree upon at the first meeting. We collect half of the fee upon our initial engagement and the balance when your plan is delivered to you.

STEP 1: SCHEDULE YOUR INITIAL CONSULTATION:  Call our office at (512) 263-5400 or email info@thrashlawfirm.com to schedule your Initial Consultation.

STEP 2: FILL OUT OUR CONFIDENTIAL  ESTATE PLANNING WORKBOOK: Once you schedule an appointment, you can download our Estate Planning Workbook under the “Planning Process” tab on this website or we will send an Estate Planning Workbook to you to fill out and send back or drop off prior to your Initial Consultation. All information listed in your Workbook is confidential.

STEP 3: AT THE INITIAL CONSULTATION: We will get to know each other, review your current circumstances and often we will design your unique plan together at this meeting. If we design your estate plan we will also agree on a fixed fee for the planning.

STEP 4: DESIGN MEETING: If we need additional time to design your plan or you just want an opportunity to make some decisions after our first meeting, we will schedule a second meeting for designing your unique plan.

STEP 5: SIGNING: Once your estate plan is prepared, we will schedule a time for you to come back to our office to review and sign all of your documents. We will go over each document, how your plan works and answer all of your questions. We can also make any necessary revisions at this time.

STEP 6: HOMEWORK MEETING OR TELEPHONE CONFERENCE: After the signing ceremony we will meet to go over your “homework” and to deliver your big black binder (your estate planning organizer with all of your documents). You will always have the original documents, but we will keep scanned copies. We also offer our “Thrash Vault” so that you, your family and even your trusted financial advisors may access scanned copies of your documents at any time.

STEP 7: PROTECTION PLANS: We realize that our clients will only have peace of mind if they know that their planning is and remains current. We also know that legal fees can quickly become very expensive. For these reasons, we offer a maintenance program called a Protection Plan. With this plan you are able to obtain ongoing legal services and advice to keep your plan current at a substantially reduced cost.

Complimentary Consultation

Wine and wills

A lot of people have a real phobia about meeting with a lawyer to ask estate planning questions or to get information. Dedicating time to plan for one’s death or disability isn’t on the top of anyone’s ” fun list” and doing it with a stranger in an unfamiliar environment like a lawyer’s office is all it takes for many people to procrastinate taking any action at all. If that sounds like it applies to you, we may have another option.

Our firm pioneered a program we call “Wine and Wills.” Someone volunteers to host such an event in their home, and invites their neighbors. Often times, all the “inviting” that needs to be done is by a posting to a neighborhood Facebook page or other social media outlet of general use in the neighborhood, requesting that anyone interested in attending make a reservation. The firm provides the wine and the appetizers.
Then one of our attorneys puts on a short presentation, and stays around to take questions. Often the questions last for quite a while.

Many of those who are now our clients, and other attendees as well, have told us they find gathering information in a relaxed environment like this is not intimidating. They also tell us the presentations are informative and help them clarify issues as to what planning is needed and why. If you are interested in either hosting or attending such an event when offered near you, feel free to contact us and ask about “Wine and Wills.”

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Wine and wills
Wine and wills

Podcast

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Podcast
Podcast
Blogs
Blogs

Webinars

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Webinars
Webinars

Lunch and Learn

Are you in an industry that finds you working with estate planning attorneys? Are you receiving and making referrals from or to attorneys who focus in this area? Other than our existing clients, some of our biggest fans are those who’s clients we have helped them taken care of. Often times these people are in the accounting, financial planning or life insurance industries, and we believe that the best results for clients generally come with a collaborative approach between the planning team. In addition, our clients have a wide range of needs for lawyers who practice in other areas, as well as needs for anything that impacts the aging process, from downsizers to estate sale consultants to estate appraisers. We highly value our referral relationships, and constantly search for the best referrals for our clients.

If you believe you have valuable services that would be helpful to our clients, we invite you to reach out and schedule a lunch meeting, so we can learn a little more about what you do.

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Lunch and Learn
Lunch and Learn

Blogs

A lot of people have a real phobia about meeting with a lawyer to ask estate planning questions or to get information. Dedicating time to plan for one’s death or disability isn’t on the top of anyone’s ” fun list” and doing it with a stranger in an unfamiliar environment like a lawyer’s office is all it takes for many people to procrastinate taking any action at all. If that sounds like it applies to you, we may have another option.

Our firm pioneered a program we call “Wine and Wills.” Someone volunteers to host such an event in their home, and invites their neighbors. Often times, all the “inviting” that needs to be done is by a posting to a neighborhood Facebook page or other social media outlet of general use in the neighborhood, requesting that anyone interested in attending make a reservation. The firm provides the wine and the appetizers.
Then one of our attorneys puts on a short presentation, and stays around to take questions. Often the questions last for quite a while.

Many of those who are now our clients, and other attendees as well, have told us they find gathering information in a relaxed environment like this is not intimidating. They also tell us the presentations are informative and help them clarify issues as to what planning is needed and why. If you are interested in either hosting or attending such an event when offered near you, feel free to contact us and ask about “Wine and Wills.”

Close