Skip to Content
Call Us Today Plano: 972-560-6288 Mansfield: 682-356-4820
Top
Existing Plan Review Update

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.


Call 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

  • "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

Designed for Your Comfort & Convenience

Estate Planning With Us Means:
  • 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 Guarantee
    With 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.
  • Knowledgeable Service
    Laws 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.