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How to Find a Good Will & Trust Attorney in Dallas

will and trust attorney Dallas

Most people in Dallas can benefit from the services of a skilled will and trust attorney. Also known as an estate lawyer, this is the legal professional to see for advice and assistance with wills, trusts, powers of attorney, probate proceedings and estate planning. Some also offer specialty services, such as financial planning, to help clients maximize the legacy they leave behind.

So, how do you find a good will and trust attorney in Dallas? This guide should help you track down a Texas estate lawyer you can trust.

Make a List of Local Will and Trust Lawyers

Your first step is to compile a list of estate attorneys in the Dallas area, legal professionals who specialize in estate law. Below are a few ways to get the names of local will and trust lawyers.

Talk to Friends and Family

Let close friends, family members and trusted co-workers know that you’re looking for an estate lawyer. Maybe someone has worked with a Dallas estate planning attorney – if so, their opinion could be of great value.

Ask Another Dallas Lawyer

Have you used an attorney in the past to handle some other legal matter in Dallas? Reconnect and ask them for a professional recommendation – they should be able to steer you toward a good will and trust lawyer.

Check With Your Accountant

Similarly, if you have a good accountant, give them a call and ask them for the name of a Dallas will and trust lawyer. Accountants and estate attorneys often work together, so your accountant will likely know a qualified legal professional.

Turn to the State Bar of Texas

The State Bar of Texas is a good source for referrals to licensed estate lawyers. Using their online member directory, you can locate Dallas attorneys who specialize in wills, trusts, probate and estate planning.

Try Searching the Internet

A quick online search will show you estate planning attorneys in the Dallas area. Check their websites and read reviews – if a lawyer has experience and a good number of happy clients, add their name to your list.

Interview the Dallas Lawyers on Your List

Estate planning requires expertise. Working with a qualified Dallas legal professional who specializes in estate law is essential to ensuring your assets are handled as you wish. However, checking a lawyer’s credentials isn’t enough – you need to have a chat to determine if the two of you can build a strong attorney-client relationship.

Schedule a consultation with each Dallas estate lawyer on your list and come prepared with questions. Here are a few you may want to ask:

  • How long have you been practicing estate law in Texas?
  • Does the bulk of your work involve estate planning matters?
  • Have you drafted wills, trusts and other documents for similar clients?
  • What is your pay structure and how much do you charge?
  • Is a regular review of the estate plan documents included in that rate?

Find out, too, if the will and trust attorney will be available to take your calls. At some Dallas estate planning law firms, paralegals or assistants normally serve as the point of contact. This may or may not matter as long as the estate attorney is quick to respond to your inquiries, but you should be aware of who will be handling the communications.

Also, be sure to ask each will and trust lawyer about the scope of their legal services. You might want a local law firm that can serve your needs in other ways, such as with financial planning, probate and estate administration or real estate title transactions.

Choose the Best Will and Trust Lawyer

As you compare your options, determine which estate planning attorneys offer legal services you can afford. Consider, too, what others say – the opinions of clients and local lawyers can give you valuable insight as to whether a prospective estate attorney is worthy of hiring. But be wary of how much weight you place on online reviews, as legal professionals may be unable to respond without revealing confidential information.

Ultimately, you’ll need to give in to your gut feelings and go with the will and trust attorney you believe is the best person for the job. You’ll be working pretty closely with your Dallas estate lawyer, so make sure their personality meshes with your own. If you’re not sure, you can always arrange for a follow-up conversation – how the attorney handles that could be good indicator of how they’ll work with you as a client.

Are you ready to find an estate planning attorney? In the Dallas-Fort Worth metroplex area, Schultz & Kellar is the law firm to call. Our legal team has the expertise to assist you with all of the following:

  • Last wills and testaments
  • Revocable and irrevocable trusts
  • Special needs trusts
  • Living wills
  • Advanced directives
  • Estate planning
  • Power of attorney arrangements
  • Estate administration
  • Trust administration
  • Probate proceedings

Schultz & Kellar also has a dynamic team of professionals who have extensive skill with:

  • Financial planning
  • Asset protection
  • Estate tax planning
  • Investment strategies
  • Real estate transactions
  • Retirement planning
  • Wealth transfer planning

Our experienced legal professionals are standing by, ready to answer your questions and provide the advice you need. For a free consultation with a highly skilled will and trust attorney in Dallas, Texas, contact our office today.

Reviews

“Brittany is helping my husband and I with our wills and other related documents. Wow! She really knows her stuff! Thank you for helping us through a tough subject and holding our hands through this process.”
– Minta K.

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