Estate Planning Attorney in Dallas and Dallas County, TX
Strategy-first living trusts and wills for Dallas and Dallas County families whose lives and assets are more than a template can handle. We meet online or in person at our Frisco office. 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 Dallas County families plan with strategy
Dallas County is home to corporate leaders, physicians, finance professionals and founders. Many of you hold equity compensation, a practice, a business interest or property that took years to build.
Others arrived from another state with documents written for a different legal system. Many households are blended. A standard form rarely coordinates all of that.
We don't sell documents; we design strategy. Your plan should reflect how your family and assets actually fit together.
Consider planning now if you:
- Hold stock options, RSUs or other equity compensation
- Practice medicine or work in finance
- Own a business or part of one
- Moved to Texas with a plan written elsewhere
- Have children from more than one relationship
- Own a home that represents much of your net worth
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
- Coordination with equity compensation and beneficiary designations
- Business ownership and succession wishes
Compare your options in our guide to a will versus a living trust in Texas. Tech and corporate professionals can start with our equity compensation planning guide. Owners can read about business owner estate planning. The full overview is on our estate planning page.
Probate in Dallas County
Dallas County has three statutory probate courts: Probate Court No. 1, No. 2 and No. 3. They are in the George Allen Courts Building at 600 Commerce Street, 7th Floor, Dallas.
Probate is generally public and can take time. A well-built trust can reduce how much of your estate must pass through it. Many North Texas suburbs sit across county lines, so where you live determines which court applies.
Our process
- Alers Legacy Strategy Session: our first meeting where we map your family, assets and goals.
- Legacy Design Meeting: we agree on the strategy and quote one fixed fee, with no hourly billing.
- Precision Drafting: we draft documents built around your strategy.
- Legacy Walkthrough: we review every page with you before you sign.
- 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. See the full process.
Meet online or in Frisco
We do not have a Dallas office. Most Dallas County clients meet with us by video, which suits demanding schedules and saves a drive.
If you prefer to sit down in person, our Frisco office is at 6160 Warren Pkwy, Suite 100, Frisco, TX 75034. Learn more on our Frisco estate planning page.
The process and the attention are the same either way.
Bilingual service
Attorney Alers is bilingual in English and Spanish. Plan in the language you prefer, and include parents or adult children who speak the other. Everyone can understand the plan they are part of.
Start with one conversation
Tell us what you want to protect. We will show you how the pieces can work together. Call (469) 207-1515 or book online.
Book your Alers Legacy Strategy Session
Not sure where to start? Schedule a free 15-minute discovery call with our team.
FAQs
Where are the probate courts for Dallas County?
Dallas County has Probate Courts No. 1, No. 2 and No. 3, located in the George Allen Courts Building at 600 Commerce Street, 7th Floor, in Dallas. Probate generally goes through the county where the person lived.
Do you have an office in Dallas?
No. We meet Dallas County clients by video or in person at our Frisco office, 6160 Warren Pkwy, Suite 100, Frisco, TX 75034. You receive the same process either way.
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.
Can I work with you in Spanish?
Yes. Attorney Alers works in English and Spanish, and family members can join in either language. Call (469) 207-1515 or book your Strategy Session online.
