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

The level of care we provide to our clients by traveling to them to ensure that quality, affordable estate planning is available to everyone.

What’s unique about your state and what do you think matters?

Texas is a community property state, meaning it is easy for inherited assets to become commingled with marital property and important to create an estate plan that protects beneficiaries and minimizes the risk of losing their inheritance if they become involved in a divorce.

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

My clients are all both smart and kind. They are a pleasure to work with and are taking important steps both to protect their property for themselves and for their loved ones.

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

Clients ask most about protecting their loved ones from the threat of probate

Why is Oath right for your clients?

Oath is right for my clients because it allows them to get the protection they need quickly and for a reasonable cost

What story do you tell at your workshops?

I tell my clients that I grew up knowing I wanted to go to law school because my family always told me I would since I always argued so much! I tell them that I wanted to use my degree in a way that was beneficial to my community, so I practiced family law for a few years.

There I could help clients protect their assets and their loved ones, but I was limited in how much help I could provide because I always had to go in front of a Judge who had the final say. I made the switch to estate planning because I can help people protect their assets and their loved ones in this practice area, but with the added benefit of having no Judge to report to and no one limiting the ways I can help my clients.

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

Lady Bird Deeds are similar to Transfer on Death Deeds and only exist in 2-3 states, Texas being one.

What do you estimate the longest possible probate is in Texas?

On average, 1-2 years. I have met with clients who were stuck in the process for 3-5 years.

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

Most expensive could get to somewhere around $10,000 - $15,000 whereas the average might sit around $5,000 - $7,500

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

They ask the difference between trusts and wills and I answer that by describing the probate process in the state of Texas and explaining that trusts don’t go through this process but that wills do.

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

Bee Cave, South Austin, and New Braunfels

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

One client had a medical power of attorney that allowed her children to make medical decisions on her behalf even when she was not incapacitated. She had a long stay in a hospital during which her kids made all of the medical decisions and she was terrified because her doctors wouldn’t listen to her.

It was an extremely stressful time to say the least. When we signed her documents, she cried because of the relief she felt at being able to trust that her medical power of attorney now allowed her to be in charge in situations like that. Even though her kids wanted to make good choices on her behalf, it was important to her that she make her own medical decisions.