Austin Texas Estate Planning Boutique Law Firm
We strive to be unique
Scion Law Firm, an Austin, Texas estate planning law firm, is different from most law firms. We don’t have gatekeepers that prevent you from speaking to your legal counsel. Lance wants you to feel comfortable asking him questions. This is why he does not charge by the hour.
Nor are we stuffy; we are authentic. You will only find Lance in a suit if he is going to court. His days in a suit and tie are over. He embraces the Austin vibe and can be found in his ‘Kuhl’ clothes on most days.
Scion Law Firm is committed to ensuring you understand the legal process. Lance is a straight shooter and will tell you all possibilities. As such, he will provide you with all scenarios which allow you to make the most well-informed decision.
What Makes Us Different From Traditional Firms:
At Scion, your Austin, TX estate planning boutique law firm, we pride ourselves on a personalized, one-on-one approach. You’re not just a client—you’re part of our family. By serving only a small number of clients each year, we ensure you receive the care and attention you deserve. And no, this doesn’t mean we’re expensive—it means you’re special. Our name, Scion, reflects this philosophy. A “scion” is a descendant of a notable family, and to us, that means your family. Let’s work together to preserve your legacy with the thoughtfulness it deserves.
Scion Law Firm: Estate Planning with Heart in Austin, TX
At Scion Law Firm, we offer a personal, values-focused approach to estate planning. Unlike traditional firms, we charge flat fees, ensuring you feel comfortable asking questions every step of the way. Our priority is building relationships and creating customized plans tailored to your unique goals. We believe estate planning is about more than just assets—it’s about preserving family values, memories, and legacies. That’s why we provide guidance and education to help you make informed choices and review each plan every three years to keep it current. At Scion, we’re here to help you protect what matters most—your family, your values, and your future.
Educate
Relationship Focused
At Scion Law Firm, we believe estate planning is about more than filling out forms—it’s about building relationships. While traditional estate planning lawyers often rely on templates, we take a different approach. We work closely with you to understand your unique needs, priorities, and goals, empowering you to craft a plan that truly reflects your family and your legacy.
With Scion, estate planning is a collaborative process designed to meet your needs and protect what matters most. Let’s create something meaningful together.
Regular Reviews
Having a clear, well-thought-out plan will spare your loved ones the stress and confusion of navigating difficult decisions during an already emotional time. At Scion Law Firm, our goal is to keep your family out of court and free from conflict, no matter what the future holds.
We go beyond just creating your estate plan—we proactively ensure it stays up-to-date with your life. Our review program is designed to keep your plan aligned with your current situation, so it continues to serve you and your family over the years. This approach not only saves you the expense of hiring a lawyer again to make updates but also spares your loved ones the burden of dealing with outdated documents and unnecessary legal complications.
With our review plan, financial and life changes can seamlessly integrate into your personalized estate plan, ensuring it reflects your needs through every stage of life. If you want peace of mind knowing your plan evolves with you, this option is the perfect solution. Let us help you create a plan that truly works—now and in the future.
What We Are Not
- Hourly fees. You do not have to worry about asking questions and getting a large bill. Nor do you have to worry about copying charges
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Transaction- based. We do not ask you to fill out a form then go and write a plan without your contributions.
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Out the door and out of mind. Some attorneys provide you their documents and consider their work with you complete. They wait to hear from you again before they review your documents.
- Thinks only about your assets and does not probe for information about what kind of legacy you want to leave.
What We Are
- Flat- Fee Pricing. No hidden fees. We agree to a fee ahead of time based on the services you want. We pay for copies and preparation of electronic files.
- Relationships are important. We get to know you, your family, and your values. We co-create the plan with you.
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We follow-up with you every 3 years to ensure that your plan still meets your needs.
- Legacy focused. We know that your values are just as important as your assets. We will discuss how you want to communicate these values to your loved ones.
How to Get Started
Thinking about estate planning can feel strange and overwhelming. We make it manageable by guiding you step-by-step, in small chunks, to build confidence. The process takes about eight weeks. Within two months, you can feel secure knowing your family is fully protected, avoiding court or conflicts if something happens to you.
1. Your Initial Family Wealth Planning Session
During the 2 hour Legacy Planning Session, we will explore to see if we are a good fit for each other.
We will learn about your family, your values, and your goals for your estate plan. We will walk you through our estate planning process and inform you what you may want to consider when drafting your plan. This information will empower you to make the right decisions for the people you love. Lance will walk you through exactly what your loved ones would have to do and where your assets would go if something happened to you today.
You will then be able to determine if there was anything about what would happen today that you would not like, and you will get clear on what you would want to happen instead.
You will have prior homework to complete before this meeting to have the information you need for us to provide the best counsel. The assignment needs to be submitted to the office three days before the meeting so that the legal counsel has time to review it before the session.
2. You Choose your Level of Service
If we find that we are a good fit for each other, you will choose the best planning level and fee that is right for your needs. There are three different planning levels to accommodate your needs, and YOU get to decide which planning level best protects you and your family.
Once you choose your planning level, we will then help you design a plan that will give you the peace of mind of knowing your family will be taken care of if the unthinkable happens.
3. Review Plan
About a month after your Legacy Planning Session, we will meet either by zoom or in person when you will review the prepared estate plan to ensure that it meets your needs. You will sign the documents and then your family and your assets will be totally protected in case of your death or incapacity.
Traditional law firms end the relationship there. But not for us!
4. Delivery and Celebration
About four weeks later, we will hold our most important meeting with you.
- Ensure your assets are owned in the right way (you can have the best set of legal documents, but if your assets are not owned in the right way, it has all been a waste).
- Make sure everyone you have named to take care of you, your children, and the money you are leaving behind knows just what to do if and when something happens.
- Capture and plan for your intangible and most valuable assets: your values, insights, stories, and experiences that neither you nor your loved ones would ever want lost.
- Deliver your hard copies of your legal documents, electronic records, and forms for you to send to those included in the will.
- Provide electronic records of all of your legal documents so you can easily access them anytime you need to in the future. Finally, and most importantly, we will schedule a follow-up meeting with you for three years to ensure that your plan does not get outdated.
Relationship based. Values focused.