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Estate Planning

WILLS | TRUSTS | POWER OF ATTORNEY | MEDICAL DIRECTIVE | LIVING WILL 

Estate Planning Attorney in Dallas, Texas

Wills, Trusts, and Legacy Protection

An estate planning attorney helps individuals and families legally protect their assets, make healthcare and financial decisions in advance, and ensure their wishes are carried out through wills, trusts, and related legal documents. At BC Robertson Law, we provide Dallas-area clients with clear, personalized estate planning solutions designed to protect loved ones, preserve wealth, and reduce future conflict.

What Is Estate Planning?

Estate planning is the legal process of deciding what happens to your assets, your healthcare decisions, and your legacy if you become incapacitated or pass away.
 

A proper estate plan provides:
 

  • Control over how assets are distributed

  • Clear decision-making authority during incapacity

  • Protection for minor children and loved ones

  • Reduced stress, conflict, and court involvement


Estate planning is not only for the wealthy—it is essential for anyone who wants clarity and protection.

Estate Planning Services We Provide

Wills & Trusts

  • Drafting and updating Last Wills and Testaments.

  • Creating Revocable & Irrevocable Trusts to manage and distribute assets.

  • Establishing Special Needs Trusts for loved ones with disabilities.

  • Setting up Living Trusts for probate avoidance and privacy.

Powers of Attorney & Healthcare Directives

  • Preparing Durable Powers of Attorney for financial and legal matters.

  • Drafting Healthcare Powers of Attorney & Living Wills to ensure your medical preferences are respected.

  • Creating Advance Healthcare Directives for comprehensive end-of-life planning.

Asset Protection & Wealth Management

  • Developing strategies to protect assets from creditors, lawsuits, and excessive taxation.

  • Advising on Business Succession Planning for business owners.

  • Structuring Trusts and Legal Entities to preserve wealth across generations.

Discover how our General Counsel Services can provide ongoing legal protection.

Probate & Estate Administration

  • Providing legal representation during the probate process.

  • Handling Estate Administration, Will Contests, and Trust Disputes.

  • Assisting executors, trustees, and beneficiaries with their legal duties.

Learn more about our Probate services and avoid common legal challenges.

Estate Planning for Business Owners

  • Integrating business interests into your estate plan to ensure smooth transition and protection.

  • Developing Buy-Sell Agreements & Succession Plans.

  • Coordinating General Counsel Services for ongoing business protection.

Learn more about our Business Law services to protect your business and legacy

Charitable Planning & Legacy Building

  • Structuring Charitable Trusts & Foundations.

  • Creating strategies for Philanthropic Giving & Endowments.

  • Preserving your values and vision for future generations.

Explore our Intellectual Property Law services to secure your creative assets.

Wills vs. Trusts: What’s the Difference?

Wills

A will directs how assets are distributed after death and typically goes through probate.

Trusts

A trust allows assets to be managed and distributed privately, often avoiding probate.

An estate planning attorney helps determine which option—or combination—best protects your family and assets.

Why Estate Planning Matters

Without an estate plan, Texas law—not you—decides:
 

  • Who receives your assets

  • Who makes decisions for you

  • Who cares for your children


This can lead to delays, unnecessary costs, and family disputes. Estate planning provides certainty and peace of mind.

Do You Need an Estate Plan If You Don’t Have a Large Estate?

Yes. Estate planning is about more than money. You should have an estate plan if you:
 

  • Own a home or business

  • Have children or dependents

  • Want control over medical decisions

  • Want to avoid burdening loved ones


Even modest estates benefit from clear legal direction.

When Should You Contact an Estate Planning Attorney?

You should consult an estate planning attorney if you are:
 

  • Starting a family

  • Purchasing property

  • Experiencing life changes (marriage, divorce, birth)

  • Concerned about incapacity or future care

  • Updating an outdated estate plan


Estate plans should evolve as your life changes.

Why Dallas Families Choose BC Robertson Law

Clients trust BC Robertson Law for estate planning because we provide:
 

  • Clear explanations without overwhelming legal jargon

  • Compassionate, family-focused guidance

  • Customized plans—not one-size-fits-all documents

  • Local insight into Texas estate and probate laws


Our goal is clarity, protection, and long-term peace of mind.

Estate Planning Article's and Helpful Information

Estate Planning FAQs

Do I need a will if I have a trust?

Often yes. A “pour-over will” works with a trust to ensure all assets are properly handled.

Does estate planning avoid probate?

Trust-based planning can often reduce or avoid probate, while wills generally require probate.

Can I change my estate plan later?

Yes. Most estate plans can and should be updated as circumstances change.

What happens if I die without an estate plan in Texas?

Texas intestacy laws determine asset distribution, which may not align with your wishes.

Schedule an Estate Planning Consultation

Estate planning is one of the most meaningful steps you can take to protect your family and future.
 
Schedule a consultation with BC Robertson Law to create a personalized estate plan that provides clarity, security, and peace of mind.

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