https://tailor-madelegacies.com
Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: Texas, Virginia
Upon graduating from law school, I embraced the role of Guardian ad litem, protecting children and aiding families through complex disputes. After twelve years of family law practice in Virginia, I returned home to Texas. Disillusioned by billable hours and a grueling legal model, I found estate planning to be the perfect path to help families prevent conflicts and plan for their children's futures, while passing down valued traditions. The Personal Family Lawyer model allows me to invest time in educating my clients on the process and its benefits for their families, free from the constraints of hourly billing.
My academic journey began at Texas A&M, where I earned a BS in Animal Science, aiming to become a veterinarian. However, life's twists led me to Regent University School of Law. My varied experiences have afforded me a deep understanding of the unique dynamics across different family backgrounds, which assists in the creation of tailored plans for families. Estate planning has also given me precious time with my grandchild, the ability to care for my mother in her declining health, and moments to enjoy with my two spirited dogs and my garden.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.