Referral Network Resources

We’re so grateful for your partnership and the trust you place in us. This resource hub was created to make collaboration seamless—whether you’re referring a client, exploring our services, or looking for tools to better support your clients’ needs.

Here, you’ll find FAQs about working with Hardie Alcozer, along with helpful resources on estate planning, probate, guardianship, fiduciary litigation, and more. We’ve designed everything to make it easy to connect your clients with the right attorney and ensure they receive thoughtful, efficient legal support from start to finish. If you ever have questions, don’t hesitate to reach out—we’re always happy to help.

Refer a Client Contact the Team

About Our Firm

We are a firm specialized in estate planning, probate, and litigation. Our goal is to provide clear, efficient, and personalized legal support—both to the clients referred to us and to those we serve directly.

How to Connect a Client

Here we explain the fastest and simplest ways to connect us with a client who may benefit from our services.

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Quick Email Intro:

Loop in referrals@hardiealcozer.com on a thread introducing your client—we’ll take it from there.

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Direct Contact:

Your client can call our office or email us directly.

  1. 512.374.4922
  2. hello@hardiealcozer.com
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Share Their Info

Send us your client’s contact details, and we’ll reach out to them directly.

Resources & Reading

We’ve gathered a selection of helpful materials to support you and your clients, covering the basics of estate planning, probate, guardianship and fiduciary litigation.

Quick Guides & Overviews

Tax Planning “Get Smarts”

Insights & Blog Posts

Our blog offers practical guidance on estate planning, probate, fiduciary litigation, guardianship, and Texas law. Each article provides actionable insights to help clients and referral partners navigate these areas confidently.

Here are a few recent highlights:

For more guidance, explore all resources on our blog.

Past Event Recordings

Coffee & Counsel: A Conversation with Fiduciary Litigators and Contested Guardianship Counsel

FAQs: Collaboration & Referrals

Absolutely! We welcome the opportunity to discuss a client’s needs before you send them our way. Simply email referrals@hardiealcozer.com, and we’ll arrange a brief call with the attorney best suited to their situation. This ensures a smooth, tailored experience for your client from the very beginning.

Once we connect with your client, we’ll collect their basic contact information and send the appropriate questionnaire based on the services they need. These questionnaires help us understand their situation fully so we can provide the most effective guidance.

After the client completes the form, our Intake Coordinator, Kylie, schedules their initial consultation with the attorney best suited to their needs.

Following the consultation, we provide the client with an engagement letter and a secure link to submit their retainer. Once completed, we begin working on their legal matter promptly—efficiently, effectively, and with minimal stress for your client.

In most cases, the answer is yes! Here are some examples of the matters we commonly handle:

Estate Planning:

  • Wills
  • Trusts
  • Medical and Financial Powers of Attorney
  • Declarations of Guardian
  • Appointment for Disposition of Remains
  • HIPAA Releases
  • Directives to Physician
  • Irrevocable Trusts
  • Charitable Trusts
  • Foundations
  • Special Needs Trusts
  • LLC Formation
  • Marital Property Agreements
    • Prenups
    • Postnups
    • Partitions and exchanges
  • Long Term Care Planning
  • Qualified Income Trusts

Probate:

  • Probate of a Will
  • Heirship (when there is no will)
  • Trustee Representation
  • Trust Administration
  • Dependent Administration
  • Independent Administration
  • Probate of a Lost Will
  • Probate of Holographic Will
  • Insolvent Estate
  • Beneficiary/Heir Representation
  • Small Estate Affidavit

Litigation:

  • Fiduciary Litigation
  • Business/Partner Disputes
  • Trust Modifications
  • Trust Disputes
  • Estate Disputes
  • Contested Probate
  • Contested Guardianship
  • Power of Attorney Disputes
  • Elder Abuse
  • Undue Influence Issues
  • Capacity Issues
  • Blended Family Disputes
  • Family Settlement Agreements
  • Beneficiary Representation
  • Corporate Trustee Representation

We understand that pricing is an important consideration. To make things simple, below is our fee sheet, which outlines our staff’s hourly rates and typical costs for each type of service:

Hardie Alcozer 2026 Fee Sheet

We aim to provide transparent, predictable pricing so your clients know what to expect before moving forward.

Questions or Support

We are always available to assist you. If you have questions or need help, whether it’s to discuss a case before referring it or to answer questions about our referral process, please don’t hesitate to contact us.

Kylie McPhee - Intake Coordinator

kylie@hardiealcozer.com

512.374.4922