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!
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.
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!
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Schedule a Free Consultation
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Pick the plan that is best for you.
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Review your plan with your attorney.
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Schedule your signing meeting.
Virtual Services
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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.
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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.
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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.
Satisfied Clients Tell Their Stories
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"Very Professional, Thorough and Good Communicators"
Justin and his staff were very professional, thorough and good communicators. They prepared every doc they committed to, and in a timely manner. I like the lump sum fee arrangement. I would definitely recommend them.- Bart Hubbard -
"We are so grateful we did this."
We had been wanting to do and understand a trust for a long time. Once we received the meeting invite, the rest was easy. We learned about wills and trusts in an understandable way. Justin and his team are organized, thorough, friendly and helpful. They coordinated and explained each step of the process. We are so grateful we did this. The cost was invaluable. Thank you for everything.
- Shelly Torti -
"Would Definitely Recommend Crain & Wooley"
We attended a lunch seminar hosted by Shelly Joyner and her team to listen and learn more about our options with Trusts. Based on Shelly's presentation, examples, and knowledge of Trusts, we were sold on Crain & Wooley as the firm to prepare and manage our Trust.
The Crain & Wooley process from start to finish was fast, efficient and very professional. Throughout the progression, both Shelly and Steve Crosby communicated, answered all our questions, and provided various trust documents through the portal for our review /comments.
Would highly recommend the services of Crain & Wooley!!
- Paul & Helen Cherry -
"Made the Entire Process a Seamless Operation"
Finding a law firm to assist me in creating a "Living Trust" was very confusing. After interviewing three law firms, I chose Crain & Wooley.
They got back to me quickly after the initial consultation and made the entire process a seamless operation.
I highly recommend and will work with Shelly Joyner and Crain & Wiiley again in the future.
- Ricky Ellis -
"I would return for other legal issues and would highly recommend this firm for legal advice."
I am very pleased with the professional services of Crain and Wooley law firm with the trust documents formalized on my behalf. The fees were fair and the result was done in a few weeks. Terms and legal explanations were understood. I would return for other legal issues and would highly recommend this firm for legal advice.- Alex Montanez -
"I had a fantastic experience with your law firm and now I can relax!"
I had a fantastic experience with your law firm and now I can relax because I have my affairs in order! It was a very easy process, very informative, easy to gather their information and get the awesome result of having all my documents into my trust. Very impressed with the professionalism of Shelly Joiner, Jessica and Steve. I highly recommend this law firm Crain & Wooley for all the estate planning needs. Thank you!- Wanda Echevarria -
"Very Thorough In Explaining My Options"
Shelly was very thorough in explaining my options in estate planning and reviewing the documents I did have. I appreciate the speed and ease in completing my documents and support in transitioning my home into our living trust.- David Smith -
"We Felt Valued, Cared for and Appreciated"
It was a pleasure working with Justin Crain, Shelly Joyner, Steve Crosby, and the entire staff at Crain and Wooley. From the moment we walked into their office, we felt valued, cared for and appreciated. Justin took the time to explain to us the benefits of creating a trust and patiently answered all of our questions. My wife and I particularly appreciated their educational emphasis. They provided us with videos and literature that deepened our understanding of the process and purpose of creating a trust. We never felt any pressure during our meetings with them to purchase any legal products or services. They educated us, encouraged us to ask questions, and let us make our own decision. We did decide to create a living trust, and we are very pleased with the results.- William Benninghoff