How it works.
The questionnaire looks at the things that change an estate plan: your state, your family, your property, anyone who depends on public benefits, and whether an injury case or a recent loss is involved. Your results suggest a starting point — your attorney confirms what you actually need at your consultation, where the first hour is free.
What happens next.
- Send your results (optional) and we'll call to schedule, already knowing what you're looking for.
- Meet with your attorney — Jeff Barnett for Texas, Shawn Barnett for New Mexico — in person, by phone, or by video.
- Sign your documents with the required witnesses and notary, with our bilingual staff available to explain everything in Spanish.
Common questions.
Is this legal advice?+
No. The questionnaire gives general suggestions based on your answers. Your attorney will confirm what you need at your consultation, and nothing here creates an attorney-client relationship.
Do you store my answers?+
No. Your answers stay in your browser unless you choose to send them to our team at the end.
What if I already have some documents?+
Tell us at your consultation. We'll review what you have and prepare only what's missing or out of date.
Is the consultation free?+
The first hour is free. If your consultation runs longer than an hour and you don't purchase an estate planning package, additional time is billed at $300 per hour, prorated to the nearest quarter hour.
Texas estate planning services are provided by Jeff Barnett, Of Counsel (Texas Practice), of Barnett & Leuty, PC, Austin, Texas, licensed in Texas. New Mexico estate planning services are provided by Shawn Barnett, Managing Attorney, licensed in New Mexico. This page provides general information, not legal advice; reading it does not create an attorney-client relationship.