Find the Right Estate Planning Attorney in Texas
Finding an estate planning attorney in Texas requires careful consideration. Your choice will affect how your assets are protected and distributed, so it's worth taking time to select the right professional.
What Texas Estate Planning Attorneys Do
Estate planning attorneys in Texas help you create legal documents and strategies to protect your assets and provide for your loved ones. They handle:
Wills and living trusts
Powers of attorney
Medical directives
Business succession planning
Tax planning strategies
Probate administration
Qualifications to Look For
Your estate planning attorney should have specific qualifications and experience. Check for:
Basic Requirements
Active Texas State Bar license
Professional liability insurance
Clean disciplinary record
Experience with Texas property laws
Specialized Knowledge
Texas marital property laws
State-specific estate tax rules
Business succession laws
Asset protection strategies
How to Start Your Search
Get Referrals
Start by asking trusted sources:
Financial advisors
CPAs
Other attorneys
Friends and family who've done estate planning
Use Professional Resources
Check these organizations:
State Bar of Texas
Texas Academy of Probate and Trust Lawyers
Local bar associations
Estate planning councils
Questions to Ask Potential Attorneys
Experience and Expertise
How long have you practiced estate planning in Texas?
What percentage of your practice focuses on estate planning?
Do you handle complex estates or special situations?
How do you stay current with law changes?
Process and Communication
Who will handle my case day-to-day?
How do you communicate with clients?
What's your typical response time?
How often do you review estate plans?
Fees and Billing
What's your fee structure?
Do you charge flat fees or hourly rates?
What services are included?
Are there additional costs for document updates?
Red Flags to Watch For
Be cautious if an attorney:
Pushes one-size-fits-all solutions
Can't explain concepts in plain language
Is vague about fees
Takes days to return calls
Seems unfamiliar with Texas-specific laws
Making Your Final Decision
Compare Multiple Options
Meet with at least three attorneys before deciding. Compare their:
Communication style
Knowledge depth
Fee structures
Available services
Trust Your Instincts
Pick someone who:
Makes you feel comfortable
Listens to your concerns
Explains things clearly
Respects your goals
After Hiring Your Attorney
Initial Steps
Once you've chosen an attorney:
Gather financial documents
List your assets and debts
Identify beneficiaries
Write down your questions
Ongoing Relationship
Plan to:
Review your plan every 3-5 years
Update documents after major life changes
Keep your attorney informed of significant changes
Ask questions when laws change
Taking time to find the right estate planning attorney pays off. They'll help protect your assets and ensure your wishes are carried out. Start your search early and be thorough in your evaluation process.
Remember that estate planning is an ongoing process, not a one-time event. Choose an attorney you trust to guide you through changes in your life and in the law.
