Where should I start?
Most people don't call a lawyer knowing the right legal term. They call because something happened. Find the situation closest to yours below.
“We want to make sure our family is taken care of.”
Whether you have young children, grandchildren or a growing estate, a plan puts your wishes in writing.
- List what you own and who you’d want in charge.
- Find any old wills or trusts.
- Schedule a consultation to talk through a will-based or trust-based plan.
“Mom just passed away, and we don’t know what to do.”
Losing someone is hard, and you don’t have to solve everything this week.
- Find the original will, if there is one, and keep it safe.
- Order several certified copies of the death certificate.
- Don’t sell, distribute or give away property yet. Call to talk through next steps.
“Dad was just diagnosed with dementia.”
There may be a window, now, to put the right documents in place while he can still sign them.
- Find out whether he already has powers of attorney and a will.
- Write down his doctors, accounts and monthly bills.
- Schedule a meeting with Jonathan soon. He’ll want to meet with your dad, too.
“We’re worried about paying for a nursing home.”
Long-term care can cost more than most families expect. Planning can help.
- Gather recent bank, retirement and income statements.
- Avoid making large gifts or transfers until you’ve gotten advice. They can affect Medicaid eligibility.
- Talk with Jonathan about the options in Texas.
“Our son turns 18 next year and has a disability.”
At 18 your child becomes a legal adult, even if they still need help with major decisions.
- Talk with your child’s doctors and teachers about what decisions they can make on their own.
- Learn the difference between guardianship and supported decision-making.
- Start the process months before the birthday.
“I’ve been named trustee or executor.”
It’s a big responsibility, and help is available.
- Secure the trust or will and the important papers.
- Don’t make distributions until you know your duties.
- Schedule a meeting to get a clear checklist.
Still not sure? Call (979) 777-9644. Jonathan will listen and point you in the right direction, even if it's not to him.
Let's talk about your family's plan.
A conversation with Jonathan is the easiest first step. You'll leave knowing your options and what comes next.