Estate Planning Attorneys
Protect What You've Built.
Secure What Matters Most.
Personalized estate planning guidance to protect your family, preserve your assets, and ensure your wishes are honored — starting with a comprehensive assessment.
Identify gaps in your current plan that could leave your family vulnerable
Understand your options for wills, trusts, and asset protection
Estate Planning Attorneys
Protect What You've Built.
Secure What Matters Most.
Personalized estate planning guidance to protect your family, preserve your assets, and ensure your wishes are honored — starting with a comprehensive assessment.
Identify gaps in your current plan that could leave your family vulnerable
Understand your options for wills, trusts, and asset protection
100% Confidential
60-Minute Sessions
Transparent Pricing
No Pressure, No Obligation
100% Confidential
60-Minute Sessions
Transparent Pricing
No Pressure, No Obligation
Why Plan Now
Peace of Mind Starts with
a Clear Plan
Not sure if your estate plan is complete — or if you even need one? You're not alone. Most families put off planning because it feels overwhelming.
Our Estate Planning Assessment & Strategy Session is designed to cut through the confusion. We'll review your current situation and map out the documents that fit your family's unique needs.
Assessment — Only $150
Why Plan Now
Peace of Mind Starts with
a Clear Plan
Not sure if your estate plan is complete — or if you even need one? You're not alone. Most families put off planning because it feels overwhelming.
Our Estate Planning Assessment & Strategy Session is designed to cut through the confusion. We'll review your current situation and map out the documents that fit your family's unique needs.
Assessment — Only $150
What's Included
Your Assessment Includes
Each session is tailored to your specific circumstances, goals, and concerns — so you know exactly where to focus for complete peace of mind.
Current Plan Review
Comprehensive review of any existing wills, trusts, or directives you have in place. We'll identify gaps and potential vulnerabilities.
Asset Protection
Clear explanation of how different estate planning tools — wills, trusts, powers of attorney — can protect your specific situation.
Action Plan
Walk away with a clear, prioritized list of recommended next steps — what documents you need and realistic timelines.
What's Included
Your Assessment Includes
Each session is tailored to your specific circumstances, goals, and concerns — so you know exactly where to focus for complete peace of mind.
Current Plan Review
Comprehensive review of any existing wills, trusts, or directives you have in place. We'll identify gaps and potential vulnerabilities.
Asset Protection
Clear explanation of how different estate planning tools — wills, trusts, powers of attorney — can protect your specific situation.
Action Plan
Walk away with a clear, prioritized list of recommended next steps — what documents you need and realistic timelines.
No Pressure
Know Exactly Where You Stand Before
Making Big Decisions
Our Estate Planning Assessment gives you clarity before you commit to anything. You'll understand what protection you currently have, what's missing, and what options make the most sense for your family.
This isn't a sales pitch disguised as a consultation. It's a genuine planning session designed to help you see the full picture, so you can make informed decisions on your own timeline.
No Pressure
Know Exactly Where You Stand Before
Making Big Decisions
Our Estate Planning Assessment gives you clarity before you commit to anything. You'll understand what protection you currently have, what's missing, and what options make the most sense for your family.
This isn't a sales pitch disguised as a consultation. It's a genuine planning session designed to help you see the full picture, so you can make informed decisions on your own timeline.
Our Approach
Straightforward, Supportive, and
Judgment-Free
We know estate planning can feel uncomfortable — even intimidating. That's why we've designed our assessment to be approachable, conversational, and completely free of legal jargon or pressure tactics.
You'll be guided through a focused conversation that respects your time and acknowledges that this is personal. With clear explanations, practical guidance, and transparent pricing, you'll leave feeling informed and empowered.
Our Approach
Straightforward, Supportive, and
Judgment-Free
We know estate planning can feel uncomfortable — even intimidating. That's why we've designed our assessment to be approachable, conversational, and completely free of legal jargon or pressure tactics.
You'll be guided through a focused conversation that respects your time and acknowledges that this is personal. With clear explanations, practical guidance, and transparent pricing, you'll leave feeling informed and empowered.
Testimonials
Families Who Found Peace of Mind
This call gave me clarity I couldn’t get anywhere else. Everything finally made sense, and I knew exactly what to focus on to protect my case.
Roberts, S.
Business Owner
"I thought my old will was 'good enough' until the assessment revealed three major gaps I had no idea about. The guidance was practical, not pushy."
Jennifer & Mark T.
Parents of Three
"After my husband passed, I realized how unprepared we'd been. Legacy Shield helped me create a plan that protects my children and grandchildren."
Patricia M.
Widow & Grandmother
Testimonials
Families Who Found Peace of Mind
This call gave me clarity I couldn’t get anywhere else. Everything finally made sense, and I knew exactly what to focus on to protect my case.
Roberts, S.
Business Owner
"I thought my old will was 'good enough' until the assessment revealed three major gaps I had no idea about. The guidance was practical, not pushy."
Jennifer & Mark T.
Parents of Three
"After my husband passed, I realized how unprepared we'd been. Legacy Shield helped me create a plan that protects my children and grandchildren."
Patricia M.
Widow & Grandmother
EDUCATION
J.D., Harvard Law School
EXPERIENCE
18+ Years in Estate Planning
RECOGNITION
Super Lawyers 2020-2025
Meet Your AttorneY
Sarah Mitchell, Esq.
Founding Partner & Lead Estate Planning Attorney
"I founded Legacy Shield to protect families from the pain of poor planning—estate planning is about peace of mind and honoring the people you love, not just paperwork.”
With 18+ years in estate planning and elder law, Sarah has helped 500+ Texas families protect their legacies through clear, compassionate guidance, and outside work she volunteers at pro bono clinics and cherishes time with her husband and three children.
State Bar of Texas
American Academy of Estate Planning
National Academy of Elder Law Attorneys
Meet Your AttorneY
EDUCATION
J.D., Harvard Law School
EXPERIENCE
18+ Years in Estate Planning
RECOGNITION
Super Lawyers 2020-2025
Sarah Mitchell, Esq.
Founding Partner & Lead Estate Planning Attorney
"I founded Legacy Shield to protect families from the pain of poor planning—estate planning is about peace of mind and honoring the people you love, not just paperwork.”
With 18+ years in estate planning and elder law, Sarah has helped 500+ Texas families protect their legacies through clear, compassionate guidance, and outside work she volunteers at pro bono clinics and cherishes time with her husband and three children.
State Bar of Texas
American Academy of Estate Planning
National Academy of Elder Law Attorneys
HOW IT WORKS
Your Path to Peace of Mind
From booking to action plan — here's exactly what to expect when you schedule your Estate Planning Assessment.
1
Book Your Session
Choose a convenient time that works for your schedule. You'll receive an immediate confirmation.
Takes 2 minutes
2
Get Your Prep Guide
Within 24 hours, receive a simple guide with questions to consider and documents to gather.
Sent automatically
3
Meet Your Attorney
During your session, we review your situation, discuss goals, and answer all questions.
60-minute session
4
Get Your Action Plan
Walk away with a clear roadmap: documents needed, priorities, estimated costs, and timelines.
Delivered same day
Our Clarity Guarantee
If you don't leave your session with a clear understanding of your estate planning needs and next steps, we'll refund your assessment fee in full. No questions asked.
HOW IT WORKS
Your Path to Peace of Mind
From booking to action plan — here's exactly what to expect when you schedule your Estate Planning Assessment.
1
Book Your Session
Choose a convenient time that works for your schedule. You'll receive an immediate confirmation.
Takes 2 minutes
2
Get Your Prep Guide
Within 24 hours, receive a simple guide with questions to consider and documents to gather.
Sent automatically
3
Meet Your Attorney
During your session, we review your situation, discuss goals, and answer all questions.
60-minute session
4
Get Your Action Plan
Walk away with a clear roadmap: documents needed, priorities, estimated costs, and timelines.
Delivered same day
Our Clarity Guarantee
If you don't leave your session with a clear understanding of your estate planning needs and next steps, we'll refund your assessment fee in full. No questions asked.
FAQs
Frequently Asked Questions
Have questions about our Estate Planning Assessment? Find answers to the most common questions below.
What is the Estate Planning Assessment & Strategy Session?
It's a private, one-on-one consultation where an experienced estate planning attorney reviews your current situation, explains your options, and provides a personalized action plan. You'll leave with clarity about what documents you need, what order to prioritize them, and what each will cost — with no obligation to proceed.
How long does the session take?
Plan for approximately 60 minutes. We want to give your situation the attention it deserves without rushing through important details.
Who is this assessment for?
Anyone who wants clarity about protecting their family and assets. This includes new parents, homeowners, business owners, people with aging parents, those with outdated wills or no plan at all, and anyone going through a major life transition (marriage, divorce, retirement, inheritance).
Do I need to bring any documents?
If you have existing wills, trusts, or estate planning documents, it's helpful to have them available for review. However, if you're starting from scratch or can't locate your documents, that's perfectly fine — we can still provide valuable guidance.
Is this a one-time session or ongoing representation?
The assessment is a standalone service. It's designed to give you clarity and a plan, whether you choose to work with Legacy Shield for implementation or not. There's no obligation or pressure to continue.
What if I already have a will or trust?
Excellent — we'll review what you have to ensure it's still current, properly funded (for trusts), and aligned with your wishes. Many people discover their existing documents are outdated, incomplete, or no longer reflect their situation.
FAQs
Frequently Asked Questions
Have questions about our Estate Planning Assessment? Find answers to the most common questions below.
What is the Estate Planning Assessment & Strategy Session?
It's a private, one-on-one consultation where an experienced estate planning attorney reviews your current situation, explains your options, and provides a personalized action plan. You'll leave with clarity about what documents you need, what order to prioritize them, and what each will cost — with no obligation to proceed.
How long does the session take?
Plan for approximately 60 minutes. We want to give your situation the attention it deserves without rushing through important details.
Who is this assessment for?
Anyone who wants clarity about protecting their family and assets. This includes new parents, homeowners, business owners, people with aging parents, those with outdated wills or no plan at all, and anyone going through a major life transition (marriage, divorce, retirement, inheritance).
Do I need to bring any documents?
If you have existing wills, trusts, or estate planning documents, it's helpful to have them available for review. However, if you're starting from scratch or can't locate your documents, that's perfectly fine — we can still provide valuable guidance.
Is this a one-time session or ongoing representation?
The assessment is a standalone service. It's designed to give you clarity and a plan, whether you choose to work with Legacy Shield for implementation or not. There's no obligation or pressure to continue.
What if I already have a will or trust?
Excellent — we'll review what you have to ensure it's still current, properly funded (for trusts), and aligned with your wishes. Many people discover their existing documents are outdated, incomplete, or no longer reflect their situation.
Get Started Today
Ready to Protect Your Family's Future?
Schedule your Estate Planning Assessment & Strategy Session today. In just 60 minutes, gain complete clarity about your situation and a personalized action plan.
Complete Assessment:
$150
Get Started Today
Ready to Protect Your Family's Future?
Schedule your Estate Planning Assessment & Strategy Session today. In just 60 minutes, gain complete clarity about your situation and a personalized action plan.
