Investing is about planning a safe, secure future for you and your family. A major part of that is making plans for personal property and finances through estate planning. The experienced and knowledgeable legal experts at Thomas-Walters, PLLC, have a straightforward, uncomplicated process to guide clients through customized estate planning.
“Estate planning is deeply personal,” says the firm’s co-founder, Leslie Thomas. “A template can’t understand your family, your values, your assets, or your goals, but a customized plan can. That’s why Thomas‑Walters builds plans around people, not paperwork.”
A customized estate plan allows clients to factor in their business and financial assets so they can decide exactly what happens to their estate and who the beneficiaries will be. A personalized plan may also be easier to adjust and adapt as life changes occur.
When clients come in for a consultation at Thomas-Walters, the team focuses on helping them understand the basics of estate planning. They take care to explain everything from wills and probate to the differences between trusts and estates. Choosing a trustworthy power of attorney, executor, or trustee to represent personal interests is a major part of estate planning. This choice helps secure both the client’s and their family’s future, while ensuring everything is distributed according to their wishes.
While setting up an estate is a practical step for clients, it can be complicated, especially when it comes to variables in circumstances. In order to help clients thoroughly understand what their situation calls for, the Thomas-Walters team takes the time to sit down with clients and review every option available, so there’s no confusion or fear throughout the process. This highlights one of the main goals of Thomas-Walters, which is client education.
As a public service to Parker County residents, the Thomas-Walters team often hosts seminars and workshops in local cities. These events give residents in Weatherford and the surrounding communities an opportunity to ask questions and feel better informed about estate planning. The mission is to empower clients and help them feel confident in their decisions, not to overwhelm them with statistics and legal jargon.
“Workshops show the difference between a stack of documents and a plan that actually works when a family needs it,” Leslie says. “They’re about community education. Clients in Parker County are genuine and sincere. They ask great questions, share real concerns, and genuinely want to do right by their families.”
In a stressful time of grief, it can be difficult to focus on the details of legal documents and understand what needs to be done or what has already been arranged. That’s why an estate planning firm like Thomas-Walters is so helpful. They serve as a guide to clients and their families, making sure everything is handled without adding undue stress.
The way Thomas-Walters approaches the sensitive topic of estate planning also helps put clients at ease, during the planning stages and beyond. The team avoids using legalese and complex wording, instead focusing on learning more about the client’s individual circumstances.
And the Thomas-Walters office has a very special team member who helps add comfort to the process—Daisy, the office dog. Daisy provides a sense of ease for both the Thomas-Walters team and their clients. “Many clients walk in feeling nervous or overwhelmed,” Leslie shares, “and Daisy is often the first one to greet them, ready to make them feel at home. She helps people relax, breathe, and settle into the conversation.”
As long-term care costs increase, it’s more important than ever to plan for the future. Settling things now can lead to less stress on clients and their loved ones in the future, if long-term care becomes necessary. Customized plans for every family situation can also include things like special needs planning, which helps families set up funds for the care and provision of children with disabilities.
The main piece of advice the team has for those who are thinking about estate planning is to start now. “When people understand that estate planning is an act of love, not a legal chore, the process becomes easier,” says Leslie. “Estate planning isn’t about preparing for the worst; it’s about protecting your family and your peace of mind. And that’s something worth starting sooner rather than later.”
“Estate planning isn’t about preparing for the worst; it’s about protecting your family and your peace of mind."