Comprehensive Estate Planning Services

Why Estate Planning Matters — Especially Now

• Avoid Probate Delays: Proper planning can transfer assets quickly and privately, sparing your family months of court proceedings.
• Minimize Taxes & Costs: Well-structured trusts and beneficiary designations reduce estate taxes, legal fees, and administrative burdens.
• Prevent Family Conflict: Clear documents and fiduciary guidance help prevent disputes and preserve family relationships.
• Protect Minor Children: Wills and trusts ensure guardianship and financial provisions are in place if something happens to you.
• Secure Your Business & Real Estate: Succession planning protects company value and ensures a smooth transition for properties in Southlake, Colleyville, and beyond.

Estate planning is not just for the wealthy — it’s for anyone who wants to make life easier for those they love. With the right plan, you can reduce stress for your family, maintain privacy, and ensure your legacy reflects your values.

Our Estate Planning Process

1. Initial Consultation: We discuss your family, assets, and goals, and provide a clear roadmap of what you need.
2. Custom Design: We draft tailored documents that reflect your wishes and integrate with your financial picture.
3. Execution & Funding: We oversee proper signing, witness formalities, and help you fund trusts and update beneficiary designations.
4. Administration Support: We guide executors and trustees in managing and distributing assets efficiently and lawfully.
5. Ongoing Updates: We review plans regularly to ensure they evolve with your family, finances, and Texas law.

What to Bring to Your Estate Planning Meeting

Preparation makes your planning session efficient and productive. Bring (as available):

• List of assets and liabilities (homes, investment accounts, retirement, life insurance, business interests, loans).
• Current beneficiary designations and prior estate documents (wills, trusts, POAs).
• Contact information for potential fiduciaries (executor, trustee, guardians, agents).
• Notes on family circumstances, special needs, or charitable intentions.

If you don’t have everything handy, come as you are — we’ll build a plan and checklist to gather what’s needed next.

Local Counsel You Can Trust

As a Colleyville-based firm serving Southlake and surrounding communities, we bring a neighborhood-first approach to sophisticated planning. You’ll get clear explanations, practical recommendations, and responsive communication from start to finish.

Frequently Asked Questions

Do I really need a will if I have young children?

Yes. A will lets you name guardians for minor children and control how their inheritance is managed. Without one, the court decides — which can be lengthy and uncertain. We also discuss trusts to manage funds for minors over time.

How often should I update my estate plan?

We recommend reviewing your plan every 3–5 years or after major life events like marriage, divorce, birth, death, relocation, or significant financial changes. We can maintain an update cadence that fits your needs.

Can I avoid probate entirely?

With proper planning, many assets can bypass probate through trusts, beneficiary designations, transfer-on-death deeds, and joint ownership. While not every asset will bypass court, we design plans to minimize or avoid probate wherever possible.

What happens if someone dies without a will in Texas?

Texas intestacy law determines heirs — which may not align with your wishes. A will ensures your chosen beneficiaries inherit as you intend and can simplify administration for your family.

Talk to an Estate Lawyer in Colleyville & Southlake

Serving clients throughout North Tarrant County, including Southlake, Colleyville, Grapevine, Keller, and surrounding communities.