Existing Estate Plan Review & Update
Let Us Make Sure Your Important Affairs Are In Order
Do you already have parts and parcels of an estate plan in place? Do you know if those pieces still comply with the law? Do these pieces accomplish your ultimate goal? Our experienced legal team at Crain & Wooley can review your previously created documents and provide a consultation to determine which areas need to be strengthened, as well as which new legal tools should be included to ensure your legacy and wealth are preserved for your family and loved ones.
When Should I Review and Update My Estate Plan?
Periodically reviewing your estate plan can provide you with peace of mind because you will know it conforms to all current laws that can impact your unique planning goals.
Schedule your estate planning review appointment today so we can discuss the following:
- Major life events that require changing beneficiaries named in your will and trusts
- Financial and economic changes that impact your situation and planning strategy
- Long-term care planning options that should be considered if you are age 55 or older
- Adding or removing major assets from your estate plan that you have purchased or sold
Request an Estate Plan Review or Update Today
If you are ready to get started updating and reviewing your estate plan, then please contact our law firm serving Dallas-Fort Worth today to speak to one of our experienced estate planning lawyers about your concerns. We have a stellar reputation in the area of estate planning, and we are committed to delivering top-notch service to each client we represent. Set up your detailed review today so we can identify the strengths and weaknesses in your estate plan.
Contact our Texas law firm at (972) 945-1610 for help in Plano or Mansfield.
For a free consultation with Crain & Wooley, please complete our online scheduler. You can also give us a call at (972) 945-1610 to learn more about how we will work hard to protect your assets.
Satisfied Clients Tell Their Stories
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"Thank you and God Bless you"
Thank you for being my Living Trust and other Estate documents attorney. Due to our move and storage of business and personal documents, we had trouble locating & we took a lot longer to respond to your drafts, etc. You were very patient with me and my needing lots of explaining of legal terms and meanings. At my age, I was concerned about getting things done but wanting it all done right. You were very prompt in responding to my questions and I think by time of signing I felt confident we had things just the way we wanted to protect my heirs. Thank you and God Bless you.
- Donna V. -
"Very much appreciated"
I am very much appreciated your service If anyone like me needed your service I will introduce about you. Everything you did with in a week. Very much satisfied all your service.- Sarah P. -
"Smooth and easy"
Learning about trusts at the meal was easy and educational. The set down at the office was where the finer points of trusts was explained. That is where and when we decided to make it safe and easy for our heirs. Our final meeting where we signed everything and an explanation of each item was given went smooth and easy. All in all I would say the investment in the trust was worth it.
Thank you to Crain & Wooley office and staff- Anonymous -
"Professional and knowledgeable"
My husband and I recently had our living trust completed through the help of Crain and Wooley. Justin and his staffs are professional and knowledgeable. A special thanks to client education specialist Stephen. He is such a nice gentleman and always answers our questions clearly and right to the point, and always ready to help by answering your concerns promptly. We will certainly refer the law firm to our families and friends!
- Susan X. -
"Excellent, Highly recommend"
We went to seminar to just find out what we needed to do for a will, They gave us all the info we needed right then there. Offered a really good price if we signed up to get one that day. A few weeks later after our appointment we have a Living trust. They were helpful with all our questions and were very thorough with these explaining the whole process. They stuck with the price that we paid + let us call anytime if we had any questions. Excellent, Highly recommend this company.
- Linda B. -
"So good to finally have a plan"
After worrying about our lack of estate planning for years, it feels so good to finally have a plan in place. Thank you for making the process relativity painless and offering the educational support we needed.
- Leslie W. -
"5 Stars"
Me and my appreciate Mr. Crosby we think that he was very professional in doing his job and we give him 5 stars when it come to him doing his Job.- James A. -
"Overall experience was seamless"
We recently had the opportunity to attend a workshop hosted by Crain & Wooley regarding wills and estate planning. Based on the information provided we decided to proceed with our estate planning with Justin and his team. The overall experience was seamless and the process was clearly communicated. We had our homework and once that was completed, several iterations later we had our final walk-through and signed estate plan. We would recommend Justin to our family and friends.
- Earl B.
Designed for Your Comfort & Convenience
Estate Planning With Us Means:
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Flat-Rate Pricing*Finally, you won’t need a lawyer to understand your legal fees. We clearly communicate our pricing structure upfront, so you can feel comfortable with our service from start to finish. No surprises, no hidden fees. *Our flat rate fees apply only to proactive planning services. -
Optional Lifetime GuaranteeWith our optional lifetime guarantee, your will and trust will be automatically updated over the years to ensure it stays current with best practices, reflects your current wishes and minimizes future confusion for your family.
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Knowledgeable ServiceLaws change all the time. We stay up to date with all the latest information so that you’re covered. No one else in the region is as dedicated or educated in this area of law. We’re the experts so you don’t have to be.
