Estate Planning Dallas, TX | Why Every Texas Family Needs an Estate Plan

When you hear the words “estate planning”, you might picture someone with a sprawling mansion, vacation properties, and offshore accounts. But here’s the truth: if you own anything—and you care about what happens to your family—you need an estate plan.

At BC Robertson Law, we help everyday families in Dallas/Fort Worth put legally sound protections in place that ensure their loved ones avoid stress, confusion, and court delays. You don’t need millions to need a plan. You need clarity, control, and protection—no matter your income or assets.

What Is an Estate Plan?

An estate plan is more than just a will. It’s a set of legal documents that:

Make sure your assets go to the right people
Appoint guardians for your children
Ensure your health and financial wishes are honored
Help your family avoid the long, expensive process of probate

Think of it as your voice—preserved legally—so that your loved ones know exactly what to do if something happens to you.

What Happens If You Don’t Have an Estate Plan in Texas?

If you pass away without a will or trust in place, your estate enters Texas intestate succession. That means:

The state decides who gets your property, based on a predetermined formula
Your family must go through probate court, which can take months or even years
A judge may decide who raises your children if you haven’t named a guardian
Your wishes may not be honored, because they were never documented legally

No matter how loving or well-meaning your family is, they cannot override the law if no plan is in place.

Common Estate Planning Misconceptions in Dallas/Fort Worth

Let’s bust some myths:

🧠 “I’m too young to worry about that.” Tragedy doesn’t discriminate. Estate planning isn’t about expecting the worst—it’s about being prepared and protecting those you love.

💵 “I don’t have enough assets to need a will.” If you have a car, a bank account, or children—you have an estate. And it matters what happens to it.

📝 “I can just write something down myself.” Texas has strict requirements for what makes a will or trust valid. DIY documents are often challenged in court and can cause more harm than good.

👨‍👩‍👧‍👦 “Everything will just go to my spouse anyway.” Not necessarily. Without proper documents, your spouse may have to split assets with children or even extended family under Texas law.

Who Needs Estate Planning in Dallas TX?

The answer? Just about everyone. But especially:

Parents of minor children
- You need to name guardians and create a trust to ensure your children are financially supported without court interference.
Homeowners
- A will or trust ensures your property passes smoothly without probate delays.
Blended Families
- You can customize how assets are divided to protect stepchildren or remarried spouses.
Single Adults
- Without a plan, your assets could go to estranged relatives, and no one may be able to legally make decisions if you become incapacitated.
Aging Adults or Retirees
- Avoid court-ordered guardianships and ensure healthcare wishes are honored through powers of attorney and advanced directives.

What’s Included in a Basic Estate Plan?

At BC Robertson Law, we provide comprehensive estate planning services tailored to your situation. Most plans include:

Last Will and Testament Directs where your assets go and names guardians for your children.
Revocable Living Trust Helps avoid probate and keep your affairs private.
Financial Power of Attorney Appoints someone you trust to handle your financial affairs if you’re unable.
Medical Power of Attorney Allows a trusted person to make healthcare decisions on your behalf.
Advance Directive (Living Will) Outlines your end-of-life care preferences.

We offer flat-rate estate planning packages that take the guesswork out of protecting your legacy.

Why Dallas Families Choose BC Robertson Law

We’re not just another law firm. We’re your partner in peace of mind.

✅ Local Expertise: Serving Dallas, Fort Worth, and surrounding areas
✅ Attorney-Led Strategy: Every client works directly with Attorney Briana C. Robertson
✅ Affordable, Flat-Rate Packages: No surprise fees
✅ Virtual Consults Available: Flexible for your schedule

We understand Texas estate law, but more importantly—we understand families.

Client Spotlight: Carla Q.

“It has been a pleasure working with Briana Robertson and the upbeat and energetic personality is much appreciated. All questions were answered, concerns were promptly addressed, very good communication.”— Carla Q., Dallas, TX