admin Referrals check your firm out across more than one place before they call — your website, your Google Business Profile and social media, sometimes a review site too. A 10-minute self-audit catches the mismatches before a referral does. Step 1: Search your own firm name Open a private browser window and Google your firm’s name … Read more
A referral browses a polished website, calls, books a consultation — then gets emailed an intake form that’s plain black-and-white text with no logo, inconsistent fonts, and a header that says “Fillable Form.” That drop in quality happens right when the client is deciding whether to commit. Paperwork is a touchpoint too Most firms put … Read more
Family law and estate planning practices in Fort Worth run heavily on referrals — a past client, a friend, a financial advisor pointing someone your way. But a referral doesn’t mean a client walks in blind. It means they get a name, and then they check you out themselves. That check happens across three or … Read more
A password manager and a digital vault sound like the same thing. For daily use, they’re close enough. For estate planning, the difference matters. Primary purpose Fast, secure daily logins Long-term legacy access and transfer Emergency access Sometimes, as an add-on feature Built in as a core function Legal/estate integration Rare Often designed to work … Read more
When people hear “digital assets,” most think only of cryptocurrency. In reality, the average person now owns dozens of digital assets — many worth real money, others worth something harder to price: years of family memories. The full picture Financial: cryptocurrency, online brokerage accounts, PayPal/Venmo balances, airline miles and credit card points Business: domain names, … Read more
When a Fort Worth family loses a parent, the practical work of settling an estate used to mean a filing cabinet, a safe deposit box, and a few bank statements. Today it also means a phone that only unlocks with a fingerprint that no longer exists, a cryptocurrency wallet with no paper trail, and a … Read more
Digital assets are easy for even a thorough estate planning conversation to miss — not because attorneys don’t care, but because the traditional intake questions were built for a world of bank accounts and real estate, not crypto wallets and cloud storage. The three questions worth adding to every consultation “Do you have any assets … Read more
“Not your keys, not your coins” is a phrase every crypto owner has heard. It means: if you don’t personally control the private key to a wallet, you don’t really own what’s in it — an exchange or custodian does, and they can freeze or lose it. Fewer people apply that same logic to what … Read more
RUFADAA — the Revised Uniform Fiduciary Access to Digital Assets Act — is the law most states, including Texas, have adopted to answer one specific question: who is legally allowed to access a deceased or incapacitated person’s digital accounts, and under what authority? Why this law exists Before RUFADAA, federal privacy and computer-fraud laws technically … Read more
Most estate plans name one executor to handle everything. For a growing number of Fort Worth families, that’s starting to create a mismatch — the person best suited to handle a house sale and probate paperwork isn’t always the person who understands cryptocurrency wallets or knows how to navigate a platform’s account-recovery process. What a … Read more