Todd Worrich was born and raised in San Antonio. He earned his Bachelor of Business Administration from Texas A&M University, his law degree from St. Mary’s University School of Law, and an LL.M. in Taxation from Southern Methodist University’s Dedman School of Law.

Over more than 20 years of representing clients, Todd has spent several years focused on estate planning and probate, and he has been recognized multiple times by Texas Super Lawyers. Today his practice helps Texas families put a plan in place, settle a loved one’s estate, and claim the oil and gas royalties they are owed, with clear explanations at every step.

We have an easy, 3-step process designed to have your trust and other estate planning documents created and signed in an extremely time and cost efficient manner:

* The first step is to attend your Family Planning Session. You’ll fill out a secure online questionnaire (“Family Profile”) before we meet so we can make the best use of our time together. At this Zoom session, you’ll learn all about your options and our flat fees. When you are ready to move forward, we’ll email you an engagement letter and invoice, both of which can be executed online.

* Next is your Estate Plan Design Meeting. We’ll roll up our sleeves and design your trust and other estate planning documents, working off the information you provided in your Family Profile. After this session, I’ll draft your documents, and send a copy for your review about two weeks later. We’ll then make any changes or updates you’d like to make. When everything is good to go, we’ll coordinate an in-person Signing Ceremony.

*Your Signing Ceremony is where you’ll sign your documents with the proper legal formalities, in front of two witnesses and a notary. We can have this session at our office or your home. Following execution of the documents, we are available for free, unlimited lifetime consultations regarding your estate plan.

An attorney who listens without interrupting and makes sure you fully understand your options before making any decisions! I wouldn’t be doing my job as an attorney otherwise. It’s very important to me that you feel heard and have your questions answered. We’ll also review our process, flat fees, and overall client experience so you know exactly what you are getting and what the investment will be.

When you are ready to move forward, whether at your Family Planning Session, or later, let me know. We’ll send you an engagement letter via DocuSign and an invoice via our secure online payment provider, LawPay. Once these housekeeping items are taken care of, you’ll schedule your Estate Plan Design Meeting.

Let me start by saying what we do NOT need! We do NOT need account statements, social security numbers, or tax returns. We DO need information on what kind of assets you own (house, retirement account, life insurance, etc.), their relative value, and how they are titled (jointly, individually, etc.) Beyond that, we simply need answers to questions about your personal estate planning preferences, including:

* Who you would want raising your minor children if something happened to you and your spouse or partner

* Who you want to be in charge of your children’s money until they are old enough to mange it themselves

* Who you want making medical and financial decisions for you in the event of your incapacity

Don’t worry if you don’t have the answers to these questions right away! You’ll have plenty of time to think things over throughout the process.

Estate planning is simply the process of getting legal documents in place so that your chosen individuals are appointed to take care of you, your children, your assets, and your finances in the event of your death or incapacity. The process also involves naming the people you want to inherit your assets when you are gone. An “estate plan” is simply a bundle of all the documents needed to accomplish these objectives.

If you don’t currently have a will or trust, you may think you don’t have an estate plan….but you do. It’s just that the state of NY has written it for you! All states have a default plan for your family and assets in the event of your incapacity or death. That’s the plan you have now. Estate planning is “opting out” of the default plan and putting your own wishes in place.

It depends! Estate planning is not one size fits all, so it’s hard for us to give you a quote without knowing more about you. Even if you believe your situation is relatively simple, there are likely nuances you are not considering. We discuss our fees and process at length in the Family Planning Session, after we have counseled you on all your options. We do not discuss our fees outside the Family Planning Session.

We understand that cost is an important factor in choosing an attorney, and that estate planning is a significant investment for many. It is our goal to be as transparent and fair as possible. For that reason, we offer flat fees as opposed to billing by the hour, so you know exactly what your investment will be. We also offer a 100% satisfaction guarantee. If you are not happy with our services, we will make it right, or refund your money.

Finally, we will only recommend planning with us if the amount you would save by doing an estate plan is greater than our fee.

Our process is designed to have your estate planning documents signed within 6-8 weeks of your Family Planning Session. It depends in part on your schedule and how long it takes for you to review your draft documents.

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We take on a limited clientele each month so we can offer a high level of service to each family. We work with people who value our advice and are seeking a long-term working relationship. If you are looking for the cheapest attorney you can find, do not want to devote time to learning about and understanding your options, or do not feel comfortable completing the Family Profile before our session, we are not the right law firm for you, and would be happy to refer you to a lawyer who may be a better fit.

You have two options with your estate planning: a will-based plan, or a living trust-based plan. A living trust is a document where you appoint a chosen individual to manage your assets should you become incapacitated and distribute them to your family at your death. In some situations a trust if preferable to a will because it is designed to protect privacy and avoid the time, expense, and publicity of probate, which a will cannot avoid.

It comes as a surprise to many of my clients that wills do not avoid probate court…they guarantee it!

I go over the difference between a will and a living trust in depth during the Peace of Mind Planning Session. The most common question I get at the end of this session is, “Why would anybody ever do a will?!” Ultimately, however, the decision is yours.