Estate Planning
Wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and healthcare documents. We help you build a plan that fits your family — not a template you don't recognize.
Learn more Form 706 prepared in-house
For Professional Advisors & Their Clients
A family-run estate planning practice serving Cedar Park, Leander, Lago Vista, and the NW Austin metro. We handle wills, trusts, probate, asset protection, elder law, and special needs planning — directly with the attorney, on flat fees, with same-day call returns.
01 / Why we exist
A lot of estate planning happens at firms where you'll meet the attorney once, deal with paralegals from then on, and walk out with a binder thicker than your hand. We built our practice for everyone else.
We do estate planning the way we'd want it done for our own family — directly with the attorney, in plain English, with documents that actually do what you think they do. Charlee runs operations. John handles the legal work. You get to know both of us.
02 / What we do
Wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and healthcare documents. We help you build a plan that fits your family — not a template you don't recognize.
Learn more Form 706 prepared in-houseThe full process — applications, creditor notices, inventories, asset transfers, final accounting — handled so the family can focus on each other.
Learn moreStrategic structures shielding personal and business assets from lawsuits, creditors, and other risks. Done early, when the options are wide.
Learn moreLong-term care, healthcare directives, guardianships, Medicare and Medicaid coordination — keeping a family in control as a parent or spouse ages.
Learn moreSNTs and asset protection plans that preserve eligibility for Medicaid, SSI, and other means-tested benefits across a lifetime.
Learn more03 / How we work with you
Use the form below or call (512) 712-4794. Charlee will reach out within a business day.
Free. Usually 30–45 minutes by phone, Zoom, or in-person at our Cedar Park office. We listen more than we talk.
Within a few days we send a written outline of recommended documents, scope, and the flat fee. Nothing is owed until you say yes in writing.
We draft, walk you through every page, answer questions until everything is clear, then execute and deliver in both digital and printed form.
04 / What clients say
Real reviews on Avvo, Yelp, and Nextdoor.
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— Avvo, Cedar Park client
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— Yelp, Leander client
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— Nextdoor, Lago Vista client
06 / Where we work
Office on Cypress Creek Road in Cedar Park, just off 183. We work with families throughout Williamson and Travis counties — Cedar Park, Leander, Lago Vista, Anderson Mill, Brushy Creek, and surrounding Central Texas communities.
08 / Let's talk
No paperwork to fill out first. Just a real conversation about your situation.