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Fort Worth Estate Planning & Financial Planning Attorneys

In Fort Worth and the surrounding communities, rely on the financial and estate-planning attorneys of Schultz & Kellar, PLLC, for wills, trusts, and other asset protection legal services.

We assist individuals, small-business owners, and highly compensated business people to preserve and grow their assets for the future. Comprehensive financial planning minimizes your tax burden and legal liability and ensures that your legacy is distributed in accordance with your wishes.

Protecting your and your family’s financial future has never been more important than it is today. We are committed to making this process as easy and cost-effective as possible.

Customized Estate-Planning Solutions

Your asset portfolio, needs, and goals are unique — and you deserve a truly customized approach to estate and financial planning.

We begin by reviewing your current assets, talking through your goals and objectives, and explaining your options. We answer your questions, help you make the right decisions, and put your financial plan into action.

From that point, we handle every aspect of the process, setting up trusts and other legal instruments, filing forms and documents, and putting your estate plan into place. We check in with you periodically. If you’ve had any major life changes — getting married, purchased real property, had a baby, etc. — we initiate any updates necessary to your plan. Likewise, when applicable laws and regulations change, we ensure that you remain legal and compliant.

Fort Worth’s Trusted Financial-Planning Lawyers

Our team takes a highly personalized approach in representing our clients. We are truly hands-on, allowing our attorneys to work directly with you on all aspects of your estate plan. We are responsive and committed to providing exceptional service and communication.

We can assist you in preparing or revising your will, powers of attorney, advanced directives, health care powers of attorney, and more. We can help you set up all types of trusts, including revocable and irrevocable trusts, educational trusts, and more.

In addition to estate planning and financial planning, we assist clients with all types of real estate transactions, including commercial and residential. Our experienced attorneys can also provide the trust administration services you need. Finally, our team can represent you in any Texas probate and estate administration matters. We protect your rights and help you get the results you seek.

Start Your Financial & Estate Planning Today

You might believe you have plenty of time to get an estate or financial plan in place. But no matter what your age, your world can change in an instant. It is never too soon to plan for the future — and for the unthinkable.

If you have put off planning because you’re afraid it could be time-consuming, complex, or cost-prohibitive, talk to us. At Schultz & Kellar, we have streamlined the process to make it as hassle-free as possible.

To learn more or to schedule your no-cost, no-obligation consultation with one of our Fort Worth financial and estate-planning attorneys, contact us today.

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“Timeliness, Offerings, Other, Customer Service, Quality. So pleased with Brittany Taylor! Professional, efficient, a joy to work with! I will recommend her to all my friends and family!”
– Mary A.

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