PROFESSIONAL ADVISORS 

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There are many different types of professional advisors involved in the Estate Planning process such as bankers, financial advisors, brokers, accountants, tax advisors, and others. At the Davidson Law Group, we believe that teamwork between all professionals involved is essential to helping meet the needs and goals of our clients. We will strive to work closely with you to create an individualized Estate Plan for our mutual client. Additionally, our team-based approach allows for open communication, comprehensive Estate Planning, and the most effective representation of our clients.

PROFESSIONAL ADVISORS 

line 1

There are many different types of professional advisors involved in the Estate Planning process such as bankers, financial advisors, brokers, accountants, tax advisors, and others. At the Davidson Law Group, we believe that teamwork between all professionals involved is essential to helping meet the needs and goals of our clients. We will strive to work closely with you to create an individualized Estate Plan for our mutual client. Additionally, our team-based approach allows for open communication, comprehensive Estate Planning, and the most effective representation of our clients.

OUR PROCESS

At Davidson Law Group, we offer each and every one of our potential clients a free initial consultation and we provide a questionnaire to assess their Estate Planning needs and goals. During this time, we can identify the types of issues and decisions that need to be addressed in order to create an individualized Estate Plan that best suits the client’s needs. Our fees are based on the individual and are dependent on the unique facts of the Estate Plan.

After we have determined the client’s needs and have created an individualized plan, we will begin implementing the Estate Planning process. This involves continued communication with the client, document signing, goal assessment, and reviewing all Estate Planning options. We will continue to serve our clients and build a trusting relationship through ongoing phone calls, emails, and in-person meetings in order to create the most effective Estate Plan.

After we have created an Estate Plan and signed all necessary documents, we continue to work with our clients and/or with professional advisors to secure asset alignment and funding. We will stay in contact with our clients through our phone calls, blog posts, and emails. In addition, we are always available to be reached at for any questions that our clients may have. 

YOUR PROCESS

At the Davidson Law Group, we understand that every professional organization and advisor process is different. We are willing to work with you to create the most effective method for working with our mutual clients. Our Estate Planning attorneys are more than happy to work as a team with you and adjust our processes accordingly to meet the goals and needs of our clients. 

| Estate Planning Resources

• Joint Marketing – We would be honored to have the opportunity to speak to your clients or prospects about Estate Planning or Elder Law issues. If you would like to partner with us to plan a Workshop or Client Appreciation Event, do not hesitate to contact our office.

• Client Education – Please visit our blog or archive of monthly newsletters to learn more about in-depth Estate Planning and Elder Law issues. You can also subscribe to our monthly email newsletter.

Feel free to contact us by phone or email if you have any questions or concerns about our estate planning process. We can be reached by phone at 817.900.6529 or email at info@yourtexaslegacy.com.
We look forward to working with you to help our clients create a plan for their future!