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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Complete estate plans including wills, trusts, powers of attorney, problem estates, family disputes. Costs are generally 50% to 70% less than most law firms.
I enjoy providing clients peace of mind that their affairs are in order should something happen to them.
Overview
Hired 7 times
Serves Cedar Park, TX
Background checked
3 employees
33 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Check, Credit card, PayPal, Square cash app, Venmo, and Zelle.
Customers rated this pro highly for work quality, responsiveness, and value.
Excellent 4.9
9 reviews
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Read reviews that mention:
Robert T.
Jul 23, 2016
I have known David for many years now and those of his abilities for retirement planning. I retained David to help me get ready for my upcoming retirement and estate review. David has a very good understanding of financial instruments, limitations, and forecasting outcomes.While nothing is for sure, he does lay out several options to take with existing assets. He also has access to legal support to craft the proper documentation for the estateplanning for sure. I have been very satisfied with the work that is done for me so far.
As a side note, David first got started helping my parents plan their estate. It was a very thorough review and they were very pleased with his work at that time.
Tom C.
Jul 24, 2016
I met David Disraeli through a mutual friend. I was referred because David is an expert in estateplanning and he also handles alternative investments which help offset the risk of owning stocks. I could not be more pleased with the relationship and I would highly recommend him to others.
Debbie P.
Sep 29, 2023
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Hired on Thumbtack
Thank you David for creating my will/trust. You were very professional and responsive. If I had a question, you were quick to follow up and answer questions in a manner that I could understand. I would use David again.
Legal Document Preparation
Lynne W.
Jul 25, 2016
I have known David for over 5 years and he has always been extremely professional, dedicated, and competent in helping me with financial matters. He is very knowledgeable and experienced in asset allocation, retirement planing, and overall financial management. I highly recommend him.
Erik K.
Jul 24, 2016
I've known David for the past 18 years and have learned a great deal from his deep experience around finance and the stock market. David is a wealth of knowledge and a trusted advisor to anyone wanting to make sense of their financial situation.
Credentials
Background Check
David Disraeli
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
I charge $750 for a will/trust and powers of attorney for a couple. I charge $1300 for a series LLC in Texas. The series LLC comes with the EIN, operating agreement and complete instructions on setting up individual series, banking, titling, insuring, taxation and more.
What is your typical process for working with a new customer?
I take a great deal of time learning about a client and their needs. After asking a number of questions and listening closely to the answers, I recommend next steps and quote a fee.
What education and/or training do you have that relates to your work?
I have 35 years of experience in financial and estate planning and am a Certified Financial Planner. In addition, I work for three law firms with expertise in wills, LLC formation, asset protection and business law.
