Estate Planning Attorney Serving Allen, TX

Strategy-first living trusts and wills for Allen professionals, physicians, business owners and relocated families. Meet online or in person. Se habla español.

Book your Alers Legacy Strategy Session

Not sure where to start? Schedule a free 15-minute discovery call with our team.

Why Allen households plan now

Allen draws families who are early or mid-career and building quickly. Many arrived from another state for a role in tech, healthcare or finance. Equity awards vest, homes gain value, and children arrive or grow up.

That pace leaves plans behind. Documents written before a move, a promotion or a second marriage may no longer match your life. A template rarely coordinates all of it.

We don't sell documents; we design strategy. Your plan should fit the way your family and assets actually work together.

Consider planning now if you:

  • Hold stock options, RSUs or other equity compensation
  • Practice medicine or work in finance, with income and assets that need coordination
  • Own a business or a share of one
  • Relocated to Texas and have documents written for another state
  • Have a blended family or children from prior relationships
  • Have young children and no named guardians

What your plan can include

  • A living trust to help your family avoid a full probate process
  • A will with guardian nominations for minor children
  • Financial and medical powers of attorney
  • Provisions for a spouse and children from a prior marriage
  • Planning around equity compensation and beneficiary designations
  • Coordination with business ownership and succession wishes
  • Instructions for your home and other significant assets

Compare your options in our guide: will vs. living trust guide. Tech and corporate professionals can start here: guide for tech and corporate professionals. Owners can read business owner guide. The full overview is at estate planning page.

How probate works for Allen residents

Allen is in Collin County. Probate generally goes through the county where the person lived, which for Allen residents is the Collin County Probate Court at 2100 Bloomdale Rd. in McKinney.

Uncontested matters are often heard by Zoom. Probate is still public, and it can take time. Planning ahead gives your family clearer instructions and more options.

Our guide walks through the steps: Collin and Denton County probate guide.

Our process

  1. Alers Legacy Strategy Session: our first meeting where we map your family, assets and goals.
  2. Legacy Design Meeting: we agree on the strategy and quote one fixed fee, with no hourly billing.
  3. Precision Drafting: we draft documents built around your strategy.
  4. Legacy Walkthrough: we review every page with you before you sign.
  5. Legacy Signing Ceremony: you sign with care, and we complete the formalities.

Then we help you fund your trust and offer periodic Legacy Check-ins. Details are at estate planning process page.

Meet online or in person

Our Frisco office is typically closer for Allen clients who want to meet face to face, at 6160 Warren Pkwy, Suite 100, Frisco, TX 75034 (by appointment only). Many busy households prefer a video meeting after the kids are in bed.

Either way, you receive the same attention and the same process. You choose what fits your schedule.

Bilingual service

Attorney Alers is bilingual in English and Spanish. Plan in the language you are most comfortable in, and include parents or adult children who prefer the other. Everyone can understand the plan they are part of.

Plan with us from Allen

Start with one conversation about what you want to protect and how your assets fit together.

Book your Alers Legacy Strategy Session

Not sure where to start? Schedule a free 15-minute discovery call with our team.

FAQs

Which county and court handle probate for Allen residents?

Allen is in Collin County. Probate generally goes through the Collin County Probate Court at 2100 Bloomdale Rd. in McKinney, and uncontested matters are often heard by Zoom.

How does estate planning work with stock options and RSUs?

Equity compensation often has its own plan rules, vesting terms and beneficiary designations. A plan can coordinate these with your trust and wishes. The details depend on your employer's plan documents, which we review in your Strategy Session.

We moved to Allen from another state. Is our old plan still enough?

Not necessarily. Documents written elsewhere may not fit Texas law or your current family and assets. We review what you have and design a plan for your life in Texas.

Can we meet online, and do you work in Spanish?

Yes to both. You can meet by video or at our Frisco office, and Attorney Alers works in English and Spanish. Call (469) 207-1515 or book your Strategy Session online.