Question 1

How can I learn more about attorney Travis Gasper?

Accepted Answer

Attorney Travis Gasper’s estate planning practice focuses on helping individuals and families make important decisions today to avoid unnecessary pain and conflict tomorrow. He understands how complicated the estate planning process can be and guides his clients to ensure that their loved ones are taken care of and their final wishes are carried out.

Travis received a Bachelor of Arts (B.A.) in Political Science from the University of Colorado Denver, a Master of Arts (M.A.) in Political Science–Constitutional Law Studies from the University of Texas at Dallas, and a Juris Doctor (J.D.) from Texas A&M University School of Law. He is admitted to practice law in Texas.

When he's not helping Texans plan for their futures, Travis enjoys traveling, Tex-Mex, and playing with his two rescue dogs, Pandora and Vanjie. He and his husband live in Dallas' Oak Cliff neighborhood.

Question 2

What is estate planning?

Accepted Answer

Estate planning is simply the process of organizing your affairs during your lifetime so that your people and property are protected after your passing. It involves making decisions about how you want your assets to be handled and ensuring that your wishes are carried out effectively. Beyond just distributing assets, estate planning also involves considerations such as minimizing taxes, providing for the care of minor children or other dependents, planning for incapacity, and ensuring that your healthcare and financial decisions are made according to your preferences.

Question 3

How much does estate planning cost?

Accepted Answer

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 Peace of Mind Planning Session, after we have counseled you on all your options. We do not discuss our fees outside the Peace of Mind 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.

Question 4

What kind of clients do you accept?

Accepted Answer

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.

Question 5

Isn’t estate planning just for the wealthy?

Accepted Answer

No! This is the biggest myth out there. Estate planning is in no way related to how much money you have, whether you are married, or whether you are a parent.

Estate planning is putting legal documents in place that ensure your assets will go to the people you want, the way you want, when you are no longer here. It’s about making this as easy as possible on your loved ones during an otherwise difficult time—and we all care about that, no matter how much (or little) money we have.

It’s also about appointing people to manage your property and make health care decisions for you if you are incapacitated—something that matters to all of us, regardless of wealth or status.

Question 6

Do you work with people in all 50 states?

Accepted Answer

Estate planning is an area of law that is state-specific. That means you should work with an attorney licensed in the state in which you reside. I’m licensed in Texas. If you live in Texas, we can prepare your estate planning documents. If you do not, message us, and we will be happy to refer you to an attorney licensed in your state.

Question 7

Can’t I just do my will on Legal Zoom?

Accepted Answer

You can. Keep in mind that Legal Zoom and law firms are two different things. They provide two different services. That's why the cost is different. Legal Zoom offers form documents you fill out and execute yourself. They are not a law firm and do not give legal advice. An attorney, on the other hand, counsels you and gives you legal advice based on your specific circumstances. They will customize your documents, ensure they are signed with the proper formalities, and pick up the phone when you call with questions. If these things are important to you, you should work with an attorney. If they are not, Legal Zoom may be a better option.

Question 8

What is our general process?

Accepted Answer

We have an easy, 3-step process designed to have your trust and other estate planning
documents created and signed in 4–6 weeks:

•The first step is to attend your Peace of Mind 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—it’s simple and secure to sign and pay 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, we'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 your 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 offer a complimentary annual review of your estate plan.

Question 9

How long does the process take?

Accepted Answer

Our process is designed to have your estate planning documents signed 4–6 weeks after your Peace of Mind Planning Session. It depends in part on your schedule and how long it takes for you to review your draft documents.

Question 10

What are the initial steps to get started?

Accepted Answer

When you are ready to move forward, whether at your Peace of Mind Planning Session, or later, just let me know. We’ll send you an engagement letter via Adobe Sign 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.

Question 11

What kind of information do you need from me?

Accepted Answer

Let's start with what we don't need: we don't need social security numbers, bank statements, or tax returns. We do need to know about the assets you own (like your house, retirement account, life insurance, etc.), their approximate value, and how they are titled (jointly, individually, etc.). Otherwise, we simply need answers to questions about your personal estate planning preferences, such as:

• Who would you want raising your minor children if something happened to you and your spouse/partner?
 • Who would you want to be in charge of your children’s money until they are old enough to manage it themselves?
 • Who would 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.

Question 12

Can I sign my documents electronically?

Accepted Answer

No. Wills, trusts, and other estate planning documents need to be signed with very specific formalities or they will not be considered legally valid. That means signing in person, in front of two witnesses and a notary (which we can provide). The witnesses are there to confirm you are lucid and not under duress, and the notary is there to confirm you are who you say you are. Any changes you make to your documents in the future will need to be executed with the same legal formalities.

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