- What should the customer know about your pricing (e.g., discounts, fees)?
Core Estate Planning, setting up a business, and simple Probate matters are generally handled on a fixed fee basis. What process we use dictates the amount of time, expense, and fees involved. Moderately complex probate matters are handled on an hourly basis with an initial deposit to cover our time and out of pocket expenses to initiate the case.
- What is your typical process for working with a new customer?
Customers call my office, schedule an appointment, provide enough information for our staff to conduct a conflict check, and then meet with me to discuss their case. I do not offer free consultations, however, the consultation is considered part of the total fee whether we are working on fixed fee or hourly basis.
- What education and/or training do you have that relates to your work?
I graduated from law school, passed the bar, and I've been focused on probate and estate planning for the last nine years. I continue to coach negotiation, mediation, and client counseling teams representing Texas A&M School of Law.