Estate Planning Attorney Serving McKinney, TX

Strategy-first living trusts and wills for McKinney professionals, business owners and families with real complexity. 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 McKinney households plan now

McKinney is the Collin County seat, and many families here have built significant wealth quickly. Equity compensation has vested. Homes have grown in value. Practices and businesses have expanded.

Each of those facts adds a layer a standard plan does not address. A template can name a beneficiary. It rarely coordinates stock awards, a medical practice, a business interest and children from more than one relationship.

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
  • Moved to Texas and have documents written for another state
  • Have a blended family or children from prior relationships
  • Own a home that represents a large part 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
  • 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.

Probate in McKinney: the court is close to home

McKinney is home to the Collin County Probate Court, at 2100 Bloomdale Rd. If you live in Collin County, that court is where probate for your estate would generally be filed.

Uncontested matters are often heard by Zoom, so families do not always need to appear in person. Even so, probate is public and can be slow. A well-built trust can reduce how much of your estate has to pass through it.

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 McKinney clients who prefer to meet face to face, at 6160 Warren Pkwy, Suite 100, Frisco, TX 75034 (by appointment only). Many clients with full calendars choose video instead.

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 McKinney

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

Where is probate handled for McKinney residents?

McKinney is in Collin County, and probate generally goes through the Collin County Probate Court at 2100 Bloomdale Rd. in McKinney. 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.

I own a business. Can my estate plan address it?

Yes. A plan can reflect your ownership interest, your succession wishes and how your family would be supported if you were unable to work. We review your entity documents in your Strategy Session.

Can I 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.