Wills/Estate Plans
We handle any type of will for virtually any family situation. We sit down with you to discuss your wishes and cover any questions you may have. Our will process is completely full service —from the drafting to the signing ceremony. After your signing ceremony, you will receive your documents in an estate planning organizer with several tools included to help you keep your estate organized.
Ancillary Documents
We offer all ancillary documents which typically come along with wills, including:
Financial Powers of Attorney
Medical Powers of Attorney
Living Wills
And many others
Trusts
We can help you with a variety of trust documents. The world of trusts can be confusing and complex but we will take the time to explain your options, making sure you understand the trust you select. The completed trust comes in a portfolio so you can keep everything neat and organized. We also offer funding services should you need help with getting your assets into your new trust. Here are just some of the types of trusts we offer:
Living Trusts
Minor’s Trusts
Crummey Trusts
A/B or Credit Shelter Trusts
Generation Skipping Trusts
And many others
Probate
The loss of a loved one is difficult. If there is a will, we can help the family figure out whether or not to probate the will. We can also assist an executor with his or her responsibilities and administration of the estate. If a will does not exist, we can help you make sure all assets are transferred as easily as possible. At this time, we do not handle contested probate cases.
Other
We may be able to assist in other areas of the law on an as-needed case-by-case basis. Please contact us for further questions.
We invite you to arrange a consultation to discuss your goals, and learn how our firm can benefit you. Contact Us online or call our office at (214) 997-4320 to schedule an appointment at your convenience. With offices in north Dallas, we are conveniently located at 6951 Virginia Parkway, Suite 214 McKinney, TX 75071. Please see the Contact Us page for a map and detailed directions.
