The Estate Planning Process

Introductory Call

The introductory call is designed as a brief chat so someone from the office can explain how the estate planning process and how we use the consultation to move forward. During this five- or ten-minute phone call, we will discuss what to expect in a consultation, what sort of information is needed for the consultation, and how to get started. Fees are not reviewed until we get a chance to get to know each other in our consultation. And we can schedule that consultation while we’re on the phone. You can schedule your introductory call here.

Initial Consultation

Consultations can be held on the phone, by means of an online meeting, or in person at McCreary Law Office. Before the consultation, the office will send you a link to an online form for you to complete before we meet. During your consultation, you will meet with the attorney, Jana McCreary. Through your conversation, Jana will learn as much as she can about you and your family’s needs for estate planning. Her goal is to be your trusted advisor, so you’ll have an in-depth conversation with her about you, your loved ones, and your goals, hopes, and concerns.

During that consultation, Jana will also explain what happens under various situations for your estate and provide options for different levels of estate planning. Jana wants you to understand your options and what they mean as well as how your fee changes with the options. You might decide to forgo a formal plan. You might opt for a very basic plan. Or you might decide you want a higher level of protection, especially if you have minor children or a blended family. You’ll have the information you need to make that decision and to understand the related fees.

The consultation is scheduled for one hour, and Jana will provide advice on what plan would best meet your goals. The fee for the consultation is $150. If we move straight into a basic estate plan, we will extend the consultation another thirty minutes to discuss your plan in more detail.

Design and Drafting

Depending on the complexity of your plan, you might meet a second time with Jana to discuss the details of the design of your plan. For this, McCreary Law Office will send additional online forms for you to complete regarding details of who you want to be in charge of things, information about your assets, and your healthcare choices.

Signing Your New Plan

McCreary Law Offices conducts signing meetings in person in the office.* When you come in to sign your plan, Jana will review it with you and highlight key provisions. With the proper witnesses and notary, you or you and your spouse will then formally sign your new estate plan. Your plan will be scanned immediately afterward so the office can hold electronic copies, and the originals are sent home with you.

*McCreary Law Office understands that sometimes situations mean a client cannot make it to meet with Jana in person to sign a new plan. In such unique circumstances, Jana will visit clients in the hospital or a long-term care facility. Additional fees will apply for travel time and time away from the office. These will be addressed on a case-by-case basis.

Getting Started

Hiring an Attorney

What to Expect

Online Services

Schedule an Introductory Call

FAQ

Attorney Jana McCreary

Jana R. McCreary's Profile Image
Houston Estate Planning and Elder Law Attorney Jana R. McCreary has been an attorney for over seventeen years, a career move she made after working for over a decade with adults and children with intellectual disabilities and mental illness. Graduati… Read More

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