New Client Workbooks
New clients, please download, complete, and return the applicable forms:
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, Carroll & Vanway Law Group, 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.
The process is simple, and once we have designed your unique plan, we will put the planning in our organizer, also known as the “big black binder.” 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 email@example.com to schedule your Initial Consultation.
STEP 2: FILL OUT OUR CONFIDENTIAL ESTATE PLANNING WORKBOOK: Once you schedule an appointment, we will send you a link to our Estate Planning Workbook to fill out and submit online 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 project 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 to design 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 and 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 electronic copies.