Estate Planning Attorneys in Dallas, TX

We did the hard work of finding trustworthy partners in Dallas, TX. Fill out the form to get connected.

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Dallas, TX Estate Planning Law Firms

generic_business-71
The Sartin Law Firm
5 out of 5
Location 4514 Travis St Suite 300 In Highland Park, Dallas, TX 75205, USA
Phone (972) 777-4664
Directions
generic_business-71
Law Office of Dan E. Martens
5 out of 5
Location 17101 Preston Rd Ste 160, Dallas, TX 75248, USA
Phone (972) 335-3888
Directions
generic_business-71
Parvin Law Group, P.C.
4 out of 5
Location 500 N Akard St Suite 3000, Dallas, TX 75201, USA
Phone (214) 974-8940
Directions
generic_business-71
The Law Offices of David L. Leon PC
5 out of 5
Location 3500 Oak Lawn Ave Ste 110, Dallas, TX 75219, USA
Phone (214) 368-7040
Directions
generic_business-71
Rowe Law Firm, PLLC.
5 out of 5
Location 14990 Landmark Blvd Suite 210, Dallas, TX 75254, USA
Phone (214) 774-2199
Directions
generic_business-71
Winifred Wini Cannon Attorney
5 out of 5
Location 325 North St. Paul Street Suite 3100, Dallas, TX 75201, USA
Phone (469) 513-4120
Directions
generic_business-71
Kreig LLC
5 out of 5
Location 3010 Lyndon B Johnson Fwy Suite 1200, Dallas, TX 75234, USA
Phone (469) 895-4333
Directions
generic_business-71
Glast, Phillips & Murray, P.C.
5 out of 5
Location 14801 Quorum Dr #500, Dallas, TX 75254, USA
Phone (972) 419-8300
Directions
generic_business-71
McNair Dallas Law
5 out of 5
Location 5050 Quorum Dr Suite 700, Dallas, TX 75254, USA
Phone (469) 210-8371
Directions
generic_business-71
Staubus & Randall, LLP
5 out of 5
Location 8401 N Central Expy #210, Dallas, TX 75225, USA
Phone (214) 691-3411
Directions
generic_business-71
Caldwell, Bennett, Thomas, Toraason & Mead, PLLC
4 out of 5
Location 4851 Lyndon B Johnson Fwy #601, Dallas, TX 75244, USA
Phone (972) 395-5600
Directions
generic_business-71
Atwood & McCall, PLLC
5 out of 5
Location 8150 N Central Expy #1100, Dallas, TX 75206, USA
Phone (972) 665-9600
Directions
generic_business-71
Law Offices of Brian Hill PLLC
5 out of 5
Location 4131 N Central Expy Suite 900, Dallas, TX 75204, USA
Phone (972) 330-3135
Directions
generic_business-71
Dallas Probate Attorneys.com
5 out of 5
Location 14801 Quorum Road Suite 500-EB, Dallas, TX 75254, USA
Phone (972) 991-7700
Directions
Estate Planning Lawyers in Dallas, TX

Where Estate Planners in Dallas, TX Serve

Dallas, TX is a bustling metropolis with a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic Reunion Tower to the historic Dealey Plaza, Dallas is a city full of rich culture and history. The city is home to some of the top employers in the country, including AT&T, Southwest Airlines, and Texas Instruments. Major highways such as I-35, I-45, and I-635 intersect in Dallas, making it a hub for transportation and commerce. The city is also known for its distinct neighborhoods, such as the trendy Uptown area, the historic Bishop Arts District, and the affluent Highland Park. With so much to offer, Dallas is a city that never fails to impress.

Financial Services Related to Estate Planning in Dallas, TX

Banks and Credit Unions

Residents of Dallas, TX could benefit from a bank in many ways. One of the most common ways is through access to financial services that can help them manage their money. Dallas is a bustling city with a diverse population, and many residents may require assistance with managing their finances. A bank can provide services such as checking and savings accounts, loans, and credit cards, which can help residents achieve their financial goals. Additionally, banks can provide financial education and resources to help residents make informed decisions about their money. For example, a bank could offer workshops on budgeting or saving for retirement. Overall, a bank can be a valuable resource for residents of Dallas, TX who are looking to improve their financial situation.

Insurance Broker

Residents of Dallas, TX can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help Dallas residents navigate the complex world of insurance policies and find the coverage that best suits their needs. With the extreme weather conditions that Dallas experiences, such as tornadoes and hailstorms, it is important for residents to have adequate coverage for their homes and vehicles. An insurance broker can help Dallas residents find policies that provide comprehensive coverage for these types of risks. Additionally, an insurance broker can provide guidance on health insurance options, which is especially important for residents of Dallas, as the city has a large population of uninsured individuals. Overall, an insurance broker can provide valuable assistance to Dallas residents in finding the best insurance policies to protect themselves and their assets.

Retirement Planning

Residents of Dallas, TX can greatly benefit from the expertise of a retirement planner. With the city's booming economy and diverse population, it can be challenging to navigate the various retirement options available. A retirement planner can help individuals understand their retirement goals and create a customized plan to achieve them. Additionally, with the high cost of living in Dallas, a retirement planner can assist in maximizing retirement savings and minimizing taxes. They can also provide guidance on healthcare options, such as Medicare and long-term care insurance, which can be particularly important for Dallas residents as the city has a large senior population. Overall, a retirement planner can provide invaluable support to Dallas residents to ensure a comfortable and secure retirement.

Wealth Management

Residents of Dallas, TX could benefit from a wealth manager in a variety of ways. Firstly, with Dallas being a hub for business and entrepreneurship, a wealth manager could assist in managing and growing personal investments and assets. Additionally, with the city's booming real estate market, a wealth manager could provide guidance on purchasing and managing property. Furthermore, Dallas is known for its philanthropic community, and a wealth manager could help individuals create and manage charitable giving plans. Overall, a wealth manager could provide valuable financial advice and assistance for the unique opportunities and challenges that come with living in Dallas, TX.

Financial Advisor

Residents of Dallas, TX can benefit greatly from the guidance of a financial advisor in many ways. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique financial landscape of Dallas, TX. This may include considerations such as the high cost of living in the city, the prevalence of certain industries, and the tax laws specific to Texas. A financial advisor can also help residents of Dallas, TX navigate the complexities of retirement planning, college savings, and investment strategies, ensuring they are making the most of their hard-earned money. Ultimately, a financial advisor can help residents of Dallas, TX achieve their financial goals and secure their financial future in a city that is known for its fast-paced lifestyle and competitive business environment.

Mortgage Loan Officer

Residents of Dallas, TX can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the city's booming real estate market, a mortgage loan officer can help residents navigate the competitive landscape to secure the best possible terms for their home purchase. Additionally, Dallas is known for its diverse neighborhoods, and a mortgage loan officer can provide valuable insight into the unique characteristics and trends of each area. Furthermore, with the city's high cost of living, a mortgage loan officer can help residents find financing options that fit their budget and long-term financial goals. Overall, a mortgage loan officer can be an invaluable resource for residents of Dallas, TX looking to purchase or refinance a home.

Tax Services

Residents of Dallas, TX can benefit in a number of ways from the services of a tax advisor. One common way is by receiving guidance on tax planning and preparation, which can help them save money and avoid costly mistakes. Additionally, a tax advisor can provide advice on how to minimize taxes on investments, retirement accounts, and other financial assets. For example, residents of Dallas, TX may be able to take advantage of tax incentives for energy-efficient home improvements, which can help reduce their overall tax liability. Furthermore, a tax advisor can help residents navigate the complex rules and regulations associated with state and local taxes, which can vary widely depending on where they live. Overall, working with a tax advisor can help residents of Dallas, TX make informed decisions about their finances and ensure that they are taking advantage of all available tax benefits.

Dallas, TX Financial Resources

Dallas, TX Chamber of Commerce

https://www.dallaschamber.org/

Dallas, TX City Hall

https://dallascityhall.com/

Dallas, TX Public Library

https://dallaslibrary2.org/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs