Your wishes.
Your family. Your legacy.
Estate planning is an opportunity to make thoughtful decisions about the future. A personalized approach begins with understanding your family, your priorities, and the things you want to protect.
Vivian H. Phan Law Firm helps Texas residents explore estate planning options and prepare a plan suited to their circumstances.
A plan shaped around you
A consultation can include a discussion of wills, personalized trusts, powers of attorney, and planning for the transfer of property. Planning may also involve Lady Bird deeds and transfer-on-death deeds. The suitability of any document depends on your individual circumstances.
Clarity for important decisions
We help you understand the role different planning tools may play, so you can make informed decisions about your goals. Plans should reflect your current needs and can be revisited as life changes.
Make room for a conversation
You do not need a completed plan to get started. Bring your questions and an overview of what matters most to you.
Preparing for an estate planning conversation
Begin with your goals, your family, and the questions you want to resolve. The conversation can explore the planning documents relevant to your individual circumstances.
Useful to have in mind
- Your main planning goals and family priorities
- A list of existing wills, trusts, or powers of attorney
- Questions about the planning topics you would like to understand
Questions before you contact us
How should I describe my planning goals?
Explain in general terms what you hope to plan for and which questions matter most to you. Keep account numbers, detailed asset information, and other confidential information out of the website form.
What if I already have planning documents?
Mention the documents you have and the circumstances you would like to discuss. Ask the office how to share copies directly for your conversation.
Do I need to know which document I want?
You do not need a complete plan to begin. You can ask about wills, trusts, powers of attorney, and how those topics relate to the questions you want to discuss with the firm.