Your Legacy Legal Care® — Serving Texas Families

Schedule Your Complimentary Strategy Session

A $400+ value, yours at no cost. Select the practice area that fits your situation and book directly with our team.

1

Select Your Practice Area

Find the section below that matches your situation and choose the right type of strategy session for your needs.

2

Pick a Date & Time

Choose a time that works for you using our online calendar. In-person and virtual* appointments are both available. Virtual Appointments are available for select practice areas and a show-up fee may be applied.

 

3

Meet With Our Team

Sit down with a team member who will assess your situation and give you a clear plan — at no cost, no obligation.

📜Practice Area 01

Estate Planning Strategy Session

Estate planning is the foundation of protecting everything you’ve built. In this session, our team will assess your current situation, identify what’s missing from your plan, and walk you through the documents and strategies that will protect your assets and ensure your wishes are honored.

Whether you’re starting from scratch or updating an existing plan, this session will give you clarity and a clear path forward.

Schedule this session if you…

✓Don’t have a will, trust, or power of attorney in place
✓Recently got married, divorced, or had children or grandchildren
✓Purchased property, started a business, or acquired significant assets
✓Have an existing plan that hasn’t been reviewed in 2+ years
✓Want to protect your children’s inheritance from lawsuits, creditors, or divorce
✓Want to pass on intangible wealth — values, stories, and family legacy

Estate Planning Session

Complimentary • 90 min • In-person 

$400+ Value

Choose your office location

Select the office most convenient for you. You’ll be taken to that location’s online scheduling calendar to pick a date and time.

If you live outside of the Houston area and need to request a virtual appointment, or schedule at our Bay City office, please call the office at (281) 218-0880.

Probate Session

Complimentary • 60 min • In-person or Phone call

$400+ Value

 


🏛️Practice Area 02

Probate Strategy Session

Probate is the legal process through which a deceased person’s estate is administered and distributed. In Texas, probate can take a minimum of six months and often far longer if complications arise. Without proper guidance, the process can drain estate assets and create lasting family conflict.

In this session, our team will explain your rights and responsibilities, outline the steps ahead, and help you understand how to protect the estate from unnecessary costs and delays.

Schedule this session if you…

✓A loved one recently passed away and you need to settle their estate
✓   A deceased loved one’s will named you as the executor or administrator
✓The deceased did not have a will or trust and you’re unsure how to proceed
✓There are outstanding debts, creditors, or tax obligations tied to the estate
✓Real estate, business interests, or investment accounts need to be transferred
🧓Practice Area 03

Elder Law/Medicaid Strategy Session

Elder Law is estate planning on steroids. Where a general estate planning attorney focuses on documents, our elder law practice focuses on your entire life as you age — including Medicaid qualification, long-term care planning, asset protection, and coordination with medical and care teams.

In this appointment, our team will assess your loved one’s eligibility for Medicaid, identify which of your assets are at risk, and create a personalized roadmap that protects what the hard-earned assets they’ve worked for so they can receive the care they deserve.

Schedule this session if you…

✓Have a parent entering or already in a nursing home or assisted living facility
✓Need to qualify your loved one for Medicaid to cover the cost of the nursing home
✓Are concerned about a loved one’s cognitive decline or memory issues and it’s not longer safe for them to stay at home
✓Need help coordinating care across medical providers, facilities, and legal documents
✓Don’t have a Medical POA, Directive to Physicians, or HIPAA Release in place and need to apply for Medicaid benefits
✓Want to protect your home, savings, and investments from being wiped out by care costs

Elder Law Session

Complimentary • 90 min • In-person or Virtual

$400+ Value

 


Guardianship Session

Complimentary • 60 min • In-person or Phone call

$400+ Value

 


⚖️Practice Area 04

Guardianship Strategy Session

Guardianship is a court-established legal relationship in which one person (the guardian) is appointed to make decisions for another (the ward) who is unable to make their own. While guardianship offers protection, it is also costly, time-consuming, and strips the ward of many rights.

In this appointment, our team will help you understand whether guardianship is necessary, explore alternatives that may avoid the court process entirely, and guide you through your rights and responsibilities as a potential guardian.

Important note!

In many cases, proper estate planning documents (Medical POA, Statutory Durable POA) can prevent the need for guardianship entirely. Ask us how.

Schedule this session if you…

✓A loved one has been deemed incapacitated and cannot make their own decisions and does not have any POAs
✓You have a child with special needs approaching adulthood (age 18) that is unable to live independently and needs a legal guardian
✓A family member is being financially exploited or is vulnerable to elder abuse
✓Someone you care for has dementia, Alzheimer’s, or another cognitive condition and does not have any POAs

Not Sure Which Session to Book?

That’s completely okay. Call us directly and a member of our team will help you identify the right type of session for your situation.
25+
Years Serving Texas Families
5
Houston-Area Locations
$400+
Value of Each Free Session
NAELA
Member: National Academy of Elder Law Attorneys

Your Legacy Legal Care®

Serving Texas Families • (281) 218-0880

1150 Clear Lake City Blvd., Suite 100 • Houston, TX 77062

Estate PlanningProbateElder LawGuardianshipContact