
We are building relationships, not documents. For that reason, we help you organize your financial life and legacy goals before we get hired, ensuring our work is on the full picture of what matters most.
Estate planning and creative business counseling for Texas families and entrepreneurs. Available virtually statewide and in-person in Dallas and McKinney.

Whether you're protecting a growing family or building a creative business, we craft the legal foundation that lets you live and create with confidence.
Estate planning, kids protection planning, and asset protection so your loved ones are always taken care of, no matter what.
Legal, insurance, financial, and tax foundations so you can stay creative and grow with a clear plan for what's next.
With our life and legacy planning model, we help you confidently make legal and financial decisions so you know you have a plan to keep everyone you love out of court and out of conflict after you pass.
We guide you to ensure your kids (and the money you leave behind for them) are taken care of by the people you want in the way you want, no matter what, without court interference.
We work closely with you to structure the legal, insurance, financial and tax foundations of your life and business so you can stay creative and have a clear plan for growth and exit.
We help you keep everything you have created and earned safe from creditors and other threats to your security, for your family now and for many generations into the future.
And would your loved ones have immediate, protected access to your money? If you don't know the answers, it's time to take your estate planning into your own hands.
Get Our FREE Kids Protection Planning
We are building relationships, not documents. For that reason, we help you organize your financial life and legacy goals before we get hired, ensuring our work is on the full picture of what matters most.

The assets most often lost between generations are intangible. Our personalized process ensures everything from your values to your voice are protected during your life and for generations to come.

Every estate plan is unique, driven by your personal relationships and risk factors. We work with you to map out the most likely scenarios for you, and plan for each as life changes.

You will know what you pay and what you are paying for at every step of our relationship. We offer a "no surprise" promise, ensuring transparency so we stay on the same side of the table, every step of the way.

The majority of estate plans are left unfinished and unsigned. We help you mitigate the biggest risk in legacy planning, procrastination, by making it easy to make decisions and solidify legal documents as they are needed.

One-and-done estate plans are a recipe for failure. We build lifetime relationships of trust with you so that your financial and legal decision making evolves at the speed of life, elevating meaning and purpose in every season.

I thrive on educating people about the benefits of estate planning so they can keep their family out of court and out of conflict. I also help creative entrepreneurs build strong legal, insurance, financial, and tax foundations for their businesses.
I meet with clients virtually throughout Texas or in-person when possible. Reach out today to learn how you can protect the people and assets you love.

As a WealthCounsel member, I draft using the most respected estate planning software in the country, ensuring your documents stand up to legal scrutiny.

As a certified Personal Family Lawyer, I deliver lifetime, relationship-based planning, not one-and-done documents that go stale on a shelf.
Join Ummi for free and paid educational workshops on estate planning, business foundations, and more. Practical, plain-English teaching designed for real families and real business owners.
An approachable introduction to wills, trusts, powers of attorney, and what every Texas family needs to know to protect what matters most.
Access professionally drafted contract templates for creative entrepreneurs. Ready to use, easy to customize, and built by an attorney who actually works with creatives every day.
Shop ContractsUmmi made what felt overwhelming feel completely manageable. We finally have a real plan in place for our kids and our home.
I came in with a tangle of contracts and walked out with a real legal foundation. Ummi truly understands the creative business world.
The Kids Protection Plan alone gave us peace of mind we didn't know we were missing. Worth every conversation.
Additional reviews coming soon. Past results do not guarantee future outcomes.
Meet in person in Dallas or McKinney, or work with Ummi from anywhere in Texas through secure virtual sessions.
Still have questions? A free consultation is the fastest way to get clarity.
Book Free ConsultationA free consultation is the simplest first step. No pressure, just clarity.