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Best Estate Planning Attorneys in Dallas

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Kirker Davis, LLP logo
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Kirker Davis, LLP

8310-1 North Capital of Texas Highway, Austin, TX 78731
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Business Description

Kirker Davis LLP is a boutique law firm led by Holly R. Davis and Chris M. Kirker. Attorneys in this firm guide clients in preparing sophisticated estate plans that include wills, living wills, trusts, powers of attorney, and HIPAA authorizations. They also assist in reviewing and updating existing plans after significant life events. Kirker Davis LLP has offices in McKinney, Austin, and San Antonio. The firm's other focus areas are business litigation and complex family law and divorce cases.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Yelp
5.0 / 5 (41)
Facebook
4.8 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Holman Law logo
FEATURED
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Holman Law

12222 Merit Dr Ste. 1200, Dallas, TX 75251
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  • Estate Planning

Business Description

Holman Law serves individuals and families in the Dallas area. The firm represents clients in matters involving probate, estate administration, incapacity, long-term care, and Medicaid planning. Owner Steven C. Holman has been practicing law for 10 years. He comes from a family of estate planning attorneys that has been in practice for over 35 years. Prior to practicing as an estate planning attorney, Holman worked at a real estate development firm and the Federal Deposit Insurance Corporation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (22)
Avvo
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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Chessman Wealth Strategies logo
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Chessman Wealth Strategies

Dallas, TX 75231
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Business Description

Chessman Wealth Strategies provide independent financial advisor services to clients in the Dallas-area. The firm has been serving pre-retiree and business owners for more than a decade. A team of seasoned Christian financial advisors helps clients to make smarter financial decisions, enjoy life more, and become better stewards of God-given resources. Clients can expect expert advice when it comes to protecting, preserving, accumulating, and transferring wealth.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (24)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Dawson Law, LLP logo
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Dawson Law, LLP

927 Main Street, Bastrop, TX 78602
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Business Description

Dawson Law LLP is a law firm owned and managed by Attorney Matthew Dawson and serves clients in the Dallas metro area. Attorney Matthew Dawson has over 15 years of experience in estate planning wherein he provides a complete draft, which includes a revocable living trust, last will and testament, financial and medical power of attorney, guardianship, trust certification, and funding instructions. The law firm also practices in the areas of asset protection, business planning, and special needs planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Facebook
4.5 / 5 (9)
Kismuke & Waters logo
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Kismuke & Waters

Arlington, TX 76006
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Business Description

Kismuke & Waters provides exceptional business and wealth preservation counsel to Dallas-area clients. The firm has been offering estate planning services, business and tax planning, probate, estate administration, trust administration, and more for over 25 years. The talented team of lawyers with more than 70 years of combined experience delivers quality and cost-effective legal services to clients and make it a priority to resolve issues quickly.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Avvo
5.0 / 5 (2)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Detail
––
Law Office of Stanton D. Goldberg logo
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Law Office of Stanton D. Goldberg

Dallas, TX 75231
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Business Description

Law Office of Stanton D. Goldberg provides Dallas-area clients with solutions to tax, IRS, business, estate planning and asset protection problems. The experienced tax lawyer and CPA stands ready to help clients facing tax issue and IRS disputes to regain financial health. The firm has nearly 25 years of experience providing individualized service and positive outcomes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Masterly Legal Solutions, PLLC logo
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Masterly Legal Solutions, PLLC

8300 Douglas Avenue, Suite 800, Dallas, TX 75225
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  • Wills
  • Estate Planning
  • Trust
  • Powers of Attorney
  • Special Needs Trust
  • Business Law
  • Advance Directive for Healthcare

Business Description

Masterly Legal Solutions, PLLC, counsels individuals and businesses in Dallas and the surrounding locations. The firm offers in-home and virtual estate planning services, catering to clients who need financial powers of attorney and wills. Its team also drafts pet, special needs, and revocable and irrevocable living trusts. Managing attorney Andrew F. Rhoden is the president of the American Bar Association's Standing Committee on Continuing Legal Education. He was also selected to be part of the National Black Lawyers Top 40 Under 40 in 2021.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (22)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Strategic Estate Planning Services logo
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Strategic Estate Planning Services

Dallas, TX 75252
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Business Description

Strategic Estate Planning Services provides Dallas-area clients with the coordination of legal and non-legal services to achieve the best estate planning results. The firm builds a group of professionals skilled in insurance, wealth management, asset protection, income stream creation, and wealth management. The BBB accredited business works with clients and other advisors to ensure accurate, up-to-date, and creative strategies to properly prepare a customized estate plan.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Law Office of Lorie L. Burch, PC logo
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The Law Office of Lorie L. Burch, PC

Dallas, TX 75254
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Business Description

The Law Office of Lorie L. Burch, PC provides clients in the Dallas area with expert counsel. The firm focuses on wills, trusts, living wills, estate planning, powers of attorney, and probate issues. Satisfied clients say that The Law Office of Lorie L. Burch, PC operates with the ultimate professionalism and integrity and highly recommend her services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Toronjo & Prosser Law logo
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Toronjo & Prosser Law

Dallas, TX 75231
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Business Description

Toronjo & Prosser Law provides seasoned counsel to Dallas-area clients. The firm commits to offering the personalized attention that each case deserves. Toronjo & Prosser Law is well versed in many areas of the law and can ensure legal needs are met within the firm. The dedicated and experienced team specializes in bankruptcy, estate planning, trusts, and business formation. The attorneys have a client-first approach that allows for more effective communication throughout the process.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Helpfulness
Detail
Walker & Doepfner PLLC logo
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Walker & Doepfner PLLC

Addison, TX 75001
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Business Description

Walker & Doepfner PLLC provides top-notch legal representation for clients in the Dallas area. The firm specializes in estate planning, probate, civil litigation, and offering business legal counsel. A team of experienced estate planning attorneys helps clients with wills, estate administration, charitable planning, and much more. Skilled lawyers in the business division of the firm offer expert representation in civil litigation, business transactions, and serve as corporate counsel to businesses and corporations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.7 / 5 (3)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Weeks Law Firm logo
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Weeks Law Firm

5600 Tennyson Pkwy Ste 105, Plano, TX 75024
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Business Description

Weeks Law Firm provides quality legal services for clients in the Dallas area. The firm specializes in estate planning, special needs trusts, probate, living wills, living trusts, and power of attorney issues. The dedicated team of attorneys is particularly passionate about helping families with special needs. Satisfied clients say that the firm listens, explains issues thoroughly, and presents excellent plans.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (21)
Facebook
5.0 / 5 (7)
Yelp
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

What does an estate planning attorney do?

An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.

What are valuable estate planning services an attorney can provide?

With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:

  • Create a comprehensive plan to protect a client's legacy, that includes a will, power of attorney, trusts, life insurance, and advanced medical directives
  • Optimize an estate plan as tax laws, life events, assets, and goals change over time
  • Protect a client’s loved ones by preventing assets from entering probate
  • Help clients designate a person to make important health decisions for them if they become incapacitated

Can estate planning attorneys help create trusts/wills?

Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.

Is estate planning the same as drafting a will?

While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.

What are the steps involved in estate planning?

To create a thorough and effective estate plan, individuals should follow these steps:

  • Prepare a will that designates an estate executor; indicate who will receive what assets, and assign a trust and guardians for any children. Consider using an attorney if the will is in any way complex.
  • To avoid probate, have an attorney create a revocable living trust.
  • Assign beneficiaries to other assets, such as life insurance policies, retirement plans, and securities.
  • Use an attorney to prepare a living will, name a health care proxy, and create a HIPAA release form.
  • Update the plan every five years.

How long does the estate planning process last?

The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.

What is a trust?

A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.

How does a trust fund work?

When opening a trust fund, a grantor allocates a trustee to oversee and manage assets in the account. This trustee can sometimes be a relative, an estate lawyer, or a bank that acts as the legal owner of the trust. While holding assets, the trustee is required to file taxes on trust assets.

How does a living trust work?

A living trust enables a grantor to manage their assets through a trustee while still alive. They can continually add funds and/or property to their trust fund by transferring them to the trustee, who accepts ownership of everything held in the fund. The grantor can name a beneficiary for their trust, and their assets will be automatically transferred to that person or establishment upon their death.

Do I need a lawyer for a will?

No, a lawyer is not required to draft or complete a will. However, there are some scenarios in which hiring an estate lawyer to assist with a will is a good idea, including when children or high-value assets are involved. Additionally, an estate lawyer can help to reduce probate fees and taxes paid by loved ones after a person dies. It's also best to work with a professional to ensure that the will addresses everything necessary, such as funeral plans, guardianship, and asset distribution.

Can you have both a will and a living trust?

Yes, and individuals who have a living trust should also have a will. While a living trust enables a person to leave funds and assets to a loved one when they're gone, a will is required to cover any assets that aren't included in the trust, such as guardianship of dependents, funeral plans, and forgiveness of outstanding debts, if applicable.

How much does it cost to set up a trust?

The cost of setting up a trust varies quite a bit depending on a variety of factors, including terms that are in place, special provisions for minor beneficiaries, and trustees' basic fees. In most cases, the minimum cost of setting up a trust is about $1,500, but depending on the factors mentioned above, this cost can increase by thousands of dollars.

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