What company value propositions do you feel resonate with your clients most?

My clients love that we only do estate planning, we do not split our focus between other areas of law. They also love we travel to them because they may be in a city that does not provide them access with estate planning attorneys.

What’s unique about estate planning in Texas and what do you think matters?

Even though we are a community property state, Texas does not recognize the automatic passing of a house between married couples. This is true regardless of if you are joint owners or individual owners, it is mind blowing to me and my clients!

What do you like best about your community / clients in your area?

My clients are some of the sweetest people! They care about their families and friends enough to try and plan so nobody is stuck with a big mess when they pass away.

What do clients in your community ask the most questions about? What do people in Texas care about?

My clients are most concerned with avoiding probate because all real property in Texas is required to go through probate unless you do something about it. They are also very concerned about Medicaid since nursing homes are so expensive.

Why is Oath right for your clients?

Oath is right for my clients because we genuinely care about them and their families and hope to provide them with excellent service that is unique to their situation.

What story do you tell at your workshops?

I was raised in a blended family and my mom went to law school when I was young, so I saw her studying for her exams and decided I wanted to be an attorney and help people just like her. So, after a few decades, here I am doing what I love and helping people just like my mom wanted to!

What are the state specific documents that you prepare for clients, and why?

Ensuring clients understand if they do not either create rights of survivorship for their property or put their property in a trust, their spouse and beneficiaries will be going through probate for any property. Texas also has our own financial and medical powers of attorneys so clients can ensure the people they want to make decisions for them can and they are not stuck with guardianships they have no control over.

What do you estimate the longest possible probate is in your state?

It depends on the County, but where I live currently it can average between 10 - 24 months.

How much do you think the most expensive probate might cost in your state?

I do not like to give clients an estimate to how much probate can cost because I have heard of probates wiping out entire multi million dollar estates when someone brings a contest. I would say generally probate costs anywhere between $5,000 – $10,000 after all is said and done.

What do clients ask most at your workshops and how do you answer it?

They tell me they want to know the differences between a will and a trust. I tell them that is awesome they are here today because my entire presentation in going to be about that exact topic!

What are your three favorite communities that you visit on your workshop schedule?

Taylor, Georgetown, Belton

What’s the most impactful story you’ve had from one of your clients?

We have had dozens of impactful stories but the most impactful for me was a widow who was concerned about leaving her daughter in a bad position after she passed, and she had been putting her estate planning off for years after her husband passed away.

She passed away very unexpectedly before we were able to have our second meeting and her daughter ended up having to go through probate. She told me she had been thinking of doing this for years, but we were sadly not able to get it done before she passed. This one has always stuck with me.