Texas Estate Planning Attorneys

Serving Waco, Austin, Fort Worth, and San Antonio

Helping clients accomplish sound financial arrangements through a carefully drafted estate plan is the goal of our Texas estate planning lawyers. Effective estate planning requires careful attention to the needs and long-term goals of each client.

We also offer our in-depth understanding of the tax consequences of various financial transactions and exhaustive knowledge of the probate process. Whether the client requires a simple will or a complex plan to gradually distribute assets, our estate planning lawyers can help.

About Our Services

We provide a full range of legal services to with estate planning, including:

Federal and state death tax planning
Wealth transfer planning, including for high net worth families
Gift and joint ownership planning
Business transition planning
Asset protection and estate tax reduction
Living trusts, wills, durable powers of attorney
Insurance trusts
Trusts for minors and persons with special needs
Charitable gift planning and charitable trusts
Marital property agreements (Pre-nuptial and marital agreements)

Estate Administration for Texas

We also have extensive experience in advising individual fiduciaries as well as trust departments of national and state banks. We advise these groups on ensuring compliance with federal and state laws and regulations governing the administration of estates and trusts. For more information, fill out our online contact form.

Our estate planning and probate lawyers provide a full range of estate administration services to clients, including:

Preparing court documents required for the probate of the will and the appointment of personal representatives
Preparing inventories of estate assets and liabilities, as well as notices and other related documents required by the court
Reviewing and analyzing possible income and estate tax planning options
Preparing required court accountings
Counseling executors and trustees regarding their fiduciary duties
Assisting with the marshalling of assets and payment of debts
Assisting with the transfer of assets to the beneficiaries and the winding up of the estate
Assisting with the funding of trusts created upon death or with the winding up of trusts that terminate on death
Preparing and filing federal estate and Texas inheritance tax returns
Defending the executor in will contests and in fiduciary litigation matters
Representing estate beneficiaries in will contests and in fiduciary litigation matters