How Does This Work?

We try to make things as easy as possible here at Crain & Wooley. You have the option of virtual or in-person services every step of the way. From start to finish, it takes about 6 weeks to complete your estate plan. It really is as easy as 1, 2, 3!
  • Schedule a free consultation.
  • Pick the plan that is best for you.
  • Review your plan with your attorney.
  • Schedule your signing meeting.

Our Service Model

In-Person Services

Crain & Wooley has two main locations in Plano and Mansfield along with satellite offices (by appointment only) in Coppell and Denton. Our offices are comfortable and private giving you the ability to talk 1:1 with an attorney in complete confidence. Whether coming in for your initial consultation or to execute documents, you will be met by welcoming staff.

Virtual Services

Crain & Wooley’s virtual services allow you to partner with highly respected and trusted estate planning attorneys no matter where you live or how busy your schedule. Since 2018, our virtual services have encompassed the complete estate planning process from initial consultation to document execution. This means whether you live in Lubbock, Mission, San Antonio or Dallas, or are just too busy to leave your office, you can stop procrastinating and get a comprehensive estate plan in place. For more information about our virtual service model, read some frequently asked questions below.

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Virtual Services FAQ

  • What technology do I need for virtual services?

    For 100% virtual services, you will need a computer, tablet or smartphone with a camera and file sharing capabilities. Each document signer (husband, wife, etc.) will need a separate email address. A free email service such as Gmail or Yahoo will work just fine.

  • What private technology does Crain & Wooley use?

    Crain & Wooley is dedicated to protecting your privacy. All video consultations and email communications take place via an internal, two-factor authentication protocol, and our document sharing portal is FINRA, SEC and GLBA compliant.

  • What document execution options do I have?

    As long as you have a computer with video, email and file sharing capabilities, you will be able to complete document signing from your home. Or we can arrange for a mobile notary to come to your home to sign documents in person. Please note, mobile notary does require an additional $100 fee.

  • Why would I choose to work with Crain & Wooley instead of an attorney in my town?

    Clients from across Texas choose Crain & Wooley due to our professionalism, subject matter authority, approachability, flat rate pricing, customer service promises and comprehensive planning approach.

  • Can Crain & Wooley notarize my documents virtually?

    Yes! Virtual notary has been an accepted practice in Texas since 2018. Crain & Wooley can notarize your estate planning documents as well as other documents via our video conferencing software.