Estate Planning
Because we care... We make estate planning simple.
When you need a plan for the next chapter the Estate Planning team at Allen Texas Attorneys is here to help. We approach estate planning by seeking the goal of helping our clients develop a sense of security and confidence on their transition of assets. We develop a customized plan for each client and offer a full range of estate planning services, including, but not limited to:
- Last Will and Testament (“Will”)
- Trusts
- Financial Power of Attorney (“Statutory Durable Power of Attorney”)
- Medical Power of Attorney and HIPPA Release
- Directive to Physician (“Living Wills”)
- Out-of-Hospital Do-Not-Resuscitate Order (“DNR”)
- Probate Avoidance
- Incapacity Planning
- Beneficiary Designations
- Updates and Document Revisions
- Survivorship Agreements
- Transfer on Death Deeds
- Lady Bird Deeds
Related Attorney(s)
Carolyn Northcutt
Elizabeth Morrison Dean
Kayla Smith-Wood
John Schulmeister
Customized planning
Our estate planning attorneys can work closely with you and your family to create a personalized estate plan tailored to your unique needs and goals. This includes drafting wills, trusts, powers of attorney, and other essential documents to ensure that their wishes are clearly articulated and legally binding.
Last Will and Testament “Will”
The will is the standard document in most estate plans. The will names an executor, or personal representative, to administer the distribution of your assets as you intend. Your will can also appoint guardians of minor children who will oversee their custody and care until they become adults.
Planning for incapacity
The compassionate team of attorneys can help individuals plan for incapacity by drafting documents such as durable powers of attorney and advance healthcare directives, ensuring that their wishes regarding medical care and financial matters are honored if they become unable to make decisions for themselves.
Avoiding probate
If someone dies without a will or other estate planning documents, their assets will be distributed according to the laws of intestate succession in their state. This may not align with the individual’s wishes and could result in assets being distributed in a manner that they did not intend. An attorney can help individuals avoid the probate process or streamline it, reducing the time and costs involved in administering the estate.
Financial Power of Attorney (“Statutory Durable Power of Attorney”)
This document appoints a trusted family member, friend, or advisor as an agent to act on your behalf for financial and legal matters while you are alive. Typically, these are effective immediately, so if you become incapacitated by some event such as a car accident, illness, stroke, or heart attack, someone is available to make financial decisions on your behalf. However, because this is effective immediately, the named party can act even if you are not incapacitated. You could even direct them to act for you. This is a powerful, but an important, tool to have in place, because once you become incapacitated, you cannot execute this power of attorney.
Updates and document Revision
Estate plans should be periodically reviewed and updated to reflect changes in circumstances, such as marriage, divorce, birth of children, or changes in financial situation. An attorney can help ensure that estate planning documents remain current and effective.
Frequently Asked Questions
Some of the questions generally asked are discussed on the FAQ page.
Our Attorney Team
Contact Us
We would love to speak with you.
Feel free to reach out using the below details or use the form to send your request.
Office Address
80 E McDermott Dr Allen, TX 75002
Phone
(972) 390-1608
Office Hours
Monday — Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed
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