Carol Willis Butrus - Message To Prospective Clients
For 23 years I have focused my practice on helping people attend to their estate planning and
tax planning needs. I consider myself fortunate to have found a way to use my education and life experience in a manner that enhances people’s quality of life and brings them peace of mind.
I have handled many large and complex estates, however, the majority of my clients have estates between $100,000 and $5 million including life insurance death benefits. I am proud of the fact that most of my new clients are referred to me by existing and former clients.
Estate planning is not a one size fits all proposition. As such, people who use legal forms as a means to accomplish their estate plan run a significant risk that their documents will not be enforceable if challenged and/or will not carry out the their wishes. One of the benefits of having an estate plan is the peace of mind that comes with knowing your estate is in order. In my opinion, legal forms cannot provide that peace of mind. I spend as much time as it takes to understand my clients' needs, to advise them of the various options available, and to draft the documents necessary to meet their estate planning and tax planning objectives. My goal is to provide every client with a comprehensive estate plan tailored to meet their specific needs.
I charge clients a flat fee as opposed to an hourly rate. I want clients to know from the outset how much they will spend on their estate plan. In addition, I have found that a flat fee rate arrangement encourages clients to spend the time necessary to accomplish their estate planning objectives, and gives me the latitude I need to best serve my clients.
When clients first contact me, they often have only a vague idea of what they want to accomplish through their estate plan and know little about the options available to them. From the outset, my job is to listen carefully to my clients so that I can understand their specific objectives, and to advise them of the various estate planning tools and options available. More specifically, my job is to understand your estate planning objectives and to provide you with the documents that will carry out your estate planning objectives.
Over the years clients have told me that I am very approachable, easy to work with, flexible, and a good listener. It is critical that an attorney and client develop an open, honest, and forthright relationship so that they can work together to accomplish the client’s objectives. To help prospective clients get to know me before they decide who they will hire to do their estate plan, I provide clients with a free estate plan evaluation. If you have questions related to your estate plan please call me. I look forward to working with you.
Education and Experience
In 1980 Carol Willis Butrus, a Dallas Texas native, graduated from Pearce High School in Richardson, Texas. Carol earned a Bachelor of Arts in Political Science at Colorado College in 1984. After College, Carol attended the Washington University School of Law in St. Louis, Missouri where she earned a Juris Doctorate in 1987. Carol was admitted to the State Bar of Texas and began practicing law in 1987.
In 1990 Carol moved her practice to Philadelphia, PA where, in 1993, she earned a Masters Degree in Tax Law (LL.M.) from Villanova University. After graduation from Villanova Carol returned to Dallas, Texas and began her current practice, which focuses in the areas of Estate Planning, Wills,
Trusts, and Probate Law.