Dallas Estate Planning Attorney
Evans & Davis is committed to providing estate planning, business planning, probate, and trust administration services on a personal level while building long-standing relationships with each of our clients and their families.
Dallas Office Details
Address: 100 Crescent Ct Suite 700, Dallas, TX 75201
Phone: (214) 903-4840
Hours:
| Monday | 8AM - 5PM |
| Tuesday | 8AM - 5PM |
| Wednesday | 8AM - 5PM |
| Thursday | 8AM - 5PM |
| Friday | 8AM - 5PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday 8AM - 5PM |
| Tuesday 8AM - 5PM |
| Wednesday 8AM - 5PM |
| Thursday 8AM - 5PM |
| Friday 8AM - 5PM |
| Saturday Closed |
| Sunday Closed |
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We guide our clients through the court process as well as matters outside of the court. We keep our clients involved from start to finish so they are kept up-to-date throughout the process.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
Frequently Asked Questions
Why Are Trust-Based Plans Important?
Having a trust-based plan is the only way to avoid the court system and probate as well as a lot of the rules. A trust-based plan also ensures that no one challenges your wishes. Whether you’re alive, incapacitated, or whether you’re dead, individuals are following your wishes.
What Documents Should You Include in Your Estate Plan?
For financial documents, we recommend having:
- A revocable trust
- A pour-over will
- A financial power of attorney
On the medical side, we recommend having:
- A HIPAA authorization
- A a healthcare power of attorney
- An end-of-life document
Should You DIY Your Estate Plan Online?
People have a false sense of security when they do it themselves that it’s done correctly. That can be problematic because issues don’t get discovered until much later in life, when they’re gone, and loved ones discover those issues. The loved ones deal with the headaches that they didn’t know existed.
Meet Our Dallas Estate Planning Team
Serving clients in Dallas, TX and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include:
