Best Estate Planners in Dallas

Why These Estate Planners?

Our goal is to connect people with the best local experts. We scored Dallas Estate Planners on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 329 204 18

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Atkins Law Group

Atkins Law Group provides compassionate and aggressive legal representation to Dallas-area clients. The full-service law firm focuses on family law, estate planning, personal injury, civil litigation, elder law, and more. The exceptional team of skilled attorneys has the experience and dedication to pursue justice and obtain results for clients.

Dallas, TX 75204


Chessman Wealth Strategies

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.

Dallas, TX 75231


Dawson Law, LLP

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.

927 Main Street
Bastrop, TX 78602


Harold Levy

Harold Levy has been providing clients in the Dallas area with exceptional legal representation for more than 20 years. The firm specializes in representing individuals and businesses in the areas of estate planning, business and commercial transactions, tax planning, and probate issues. The experienced and skilled attorney works to understand the legal needs of each client to ensure positive results.

Dallas, TX 75240


Law Office of Stanton D. Goldberg

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.

Dallas, TX 75231


Robert M. Herman, P.C.

Robert M. Herman, P.C. has been effectively guiding Dallas-area clients in estate planning matters for 40 years. The firm delivers expert counsel to banks, trust companies, individual and corporate trustees, and many others in the area of effective estate planning. Clients can also expect to receive effective guidance concerning wills, employee benefits, and executive compensation. The firm works diligently to understand the individual needs of each client and pursue the best possible outcome.

Dallas, TX 75225


Strategic Estate Planning Services

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.

Dallas, TX 75252


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