Estate Planning Attorney in Plano, TX
Looking for an estate planning lawyer in Plano? We design strategy-first living trusts and wills for Plano tech and corporate professionals, physicians, finance professionals, business owners and blended families, served from our nearby Frisco office, with virtual meetings available. 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 Plano families plan now
Plano has many established households with real complexity. Homes have grown in value. Careers have built retirement accounts. Some families own a business, and many are blended.
Complexity is where a generic plan falls short. A template can name an heir. It rarely coordinates a business interest, a second marriage and children from different relationships.
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:
- Own a business or a share of one, or practice medicine or work in finance with a practice, partnership or investments to coordinate
- Have equity compensation, such as stock options or RSUs, from a tech or corporate career
- Have children from more than one relationship
- Hold significant retirement or investment accounts
- Want a clear plan for who steps in if you cannot act
What your plan can include
- A living trust to help your family avoid a full probate process
- A will with guardian nominations
- Financial and medical powers of attorney
- Provisions for a spouse and children from a prior marriage
- Coordination with business ownership and succession wishes
Compare your options in our guide: will vs. living trust guide. Blended families can start here: blended family guide. The full overview is at estate planning page.
How probate works for Plano residents
Most of Plano lies in Collin County, and a small part lies in Denton County. Probate typically goes through the county where the person lived.
For Collin County, that is the Collin County Probate Court at 2100 Bloomdale Rd. in McKinney. Uncontested matters are often heard by Zoom. Denton County matters go to one of the two Denton County probate courts.
Probate is public and can be slow. Our guide explains the steps: Collin and Denton County probate guide.
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. Details are at estate planning process page.
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 Frisco
Our Frisco office is the closest to Plano. Start with one conversation about what you want to protect.
Book your Alers Legacy Strategy Session
Not sure where to start? Schedule a free 15-minute discovery call with our team.
FAQs
Is Plano in Collin County or Denton County?
Most of Plano is in Collin County, and a small part is in Denton County. Which county handles probate depends on where the person lived. We can confirm yours.
Where is the nearest Alers Law office to Plano?
Our Frisco office, at 6160 Warren Pkwy, Suite 100, Frisco, TX 75034 (by appointment only). Call (469) 207-1515 to schedule, or book your Strategy Session online.
Can a trust help if I own a business?
A trust can be part of coordinating business ownership with your wishes for family. The right design depends on your entity and goals, which we review in your Strategy Session.
Do you work with blended families?
Yes. We design plans that address a spouse and children from prior relationships. Our blended family guide is a good starting point.