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HOW CAN WE HELP TODAY?
Not every visitor needs the same next step.
Something has happened
A parent has been hospitalized. A loved one has passed away. A dispute has emerged. You need reassurance, clear next steps, and someone to speak with today.
Speak With an Advisor TodayYou’re planning ahead
An estate plan, a new business, a practice purchase, retirement, or a move across a border. Your decision is thoughtful rather than urgent, and you want confidence before commitment.
Schedule a Planning ConsultationYou’re gathering information
You may not need us today, and that’s okay. Our goal is to be the most trusted source of information you’ll find, so you remember Edison when the time is right.
Explore Our Planning ResourcesWHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
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BEFORE THE MEETING
Not sure what to gather before a planning consultation? We keep it short, and nothing is required to start the conversation.
FREQUENTLY ASKED
Questions people ask before reaching out
Estate planning is the process of documenting your decisions about who receives your assets, who makes decisions for you during incapacity, and how your affairs are managed after your death. In Texas, most adults need a will, a durable financial power of attorney, a medical power of attorney, and a directive to physicians to have a complete foundational p...
If you die without a will in Texas, state intestacy law determines who inherits your estate. For a married person with children from the marriage, Texas law typically divides the community property between the surviving spouse and the children rather than leaving everything to the spouse.
A will takes effect at death, passes through the Texas probate process, and is a public record. A revocable living trust takes effect during your lifetime, distributes assets at death outside of probate, and remains private.
Both can name beneficiaries and conditions; the right choice depends on your assets and family circumstances.
Texas law does not require an attorney to prepare a will. You may write a holographic (entirely handwritten) will yourself, with no witnesses needed, or sign a typed will before two disinterested witnesses.
Both are legally valid if properly executed.
A revocable living trust is a legal arrangement you create during your lifetime to hold your assets. You remain in control of the trust and can change or revoke it at any time.
At your death, the trust distributes assets to your named beneficiaries without going through probate.
BEGIN THE CONVERSATION
Move forward with confidence.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.