What to Expect During an Initial Consultation

When you’re facing a legal issue involving your family, your future, or your children, it’s normal to feel uncertain about what comes next.

An initial consultation is designed to provide:
✅ clarity
✅ a structured plan
✅ and realistic next steps.

Whether you are planning for your family’s future through estate planning, navigating probate after a death, or facing a family law matter, our goal is the same:

We help you understand what matters, what your options are, and what your next steps should be.

What Is an Initial Consultation?

An initial consultation is a scheduled meeting where we:

  • review the facts of your situation

  • identify legal issues involved

  • discuss your goals

  • explain your options

  • and outline a plan forward.

This is not a sales pitch. It is a strategy meeting.

What We Typically Cover

Depending on your situation, your consultation may include:

✅ Legal Overview

We explain how Texas law applies to your issue and what the legal process generally involves.

✅ Risk and Reality Assessment

We help you understand:

  • what the court or legal system can and cannot do

  • what risks exist

  • and what common mistakes to avoid.

✅ Strategy and Next Steps

We outline a plan for:

  • what needs to happen next

  • what documents you need

  • what timelines to expect

  • and what decisions you may need to make.

What You Should Bring to Your Consultation

You do not have to bring everything — but helpful items may include:

  • court orders or legal paperwork

  • financial documents (if property or support is involved)

  • any prior estate planning documents

  • correspondence or communication records (when relevant)

  • a written timeline of key events

  • your list of questions and concerns.

Bringing key documents helps us give more accurate guidance.

What You Can Expect From Us

Our firm is built on:

  • education

  • preparation

  • ethical advocacy

  • and people-first planning.

You can expect:
✅ clear communication
✅ structured guidance
✅ respect for your situation
✅ and honest answers about what’s realistic.

What Happens After the Consultation?

After the consultation, you may choose to:

  • move forward with representation

  • start an estate planning engagement

  • initiate probate assistance

  • or take time to decide your next steps.

Either way, you will leave with a clearer understanding of your options.

Ready to talk through your next step

The right legal guidance can reduce stress, prevent costly mistakes, and help you make informed decisions.

Schedule your initial consultation today.

Schedule Now