Estate Planning Consultation

Service Description

Not sure where to start with your estate plan? You're not alone — and that's exactly what this consultation is for. In this free 30-minute video session with Dallas estate planning attorney Caleb Patterson, you'll receive personalized, practical guidance on the documents, strategies, and decisions that matter most for your specific situation. Every estate plan looks different. During your consultation, Caleb will take time to understand your family structure, the nature of your assets, and your goals — whether that's keeping your estate out of probate, protecting a surviving spouse, providing for minor children, safeguarding a business interest, or simply ensuring your wishes are legally documented and honored. Based on your conversation, he'll recommend a customized approach and walk you through what each document does, what it costs, and what the process looks like from beginning to end. There's no pressure and no commitment required. This is simply your opportunity to ask questions, get honest and straightforward answers, and decide whether moving forward makes sense for you. Before your consultation, it helps to think through: who you'd want to inherit your assets, who you'd trust to handle your finances or make medical decisions if you couldn't, and whether you own real estate, a business, or have minor children. An estate plan isn't only for the wealthy — it's for anyone who wants to stay in control of their own story.