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.
What Sets the Estate Planning Attorneys at Evans & Davis Apart From Others?
Beyond personalized service, we offer the practical benefits of being a national firm. We are licensed to operate in 47 states, giving you a one-stop shop no matter where you reside. This is especially valuable if you have property or relatives in multiple states, or if your business operations span state lines. Our services also go beyond drafting a will; our core practice areas cover estate planning, business law, probate, and trust administration, so you can handle the full lifecycle of planning and administration with one trusted firm. Combined with our emphasis on strategy and heart in every client relationship, we’re here to support you not just for a single document, but for ongoing guidance as your family or business evolves.
Our Dedication to Estate Planning
At Evans & Davis, estate planning isn’t just one service among many; it’s our core focus. We’ve built our entire process around helping families structure their estates the right way from the start so their estates will never have to go through probate. A trust-based estate plan can benefit anyone who wants to avoid the court system and make things as easy as possible for their loved ones; the goal is a seamless transfer of power and assets when someone becomes incapacitated or passes away. Probate can be slow, costly, and public, so we work to structure plans that let your loved ones bypass it and keep more of what you’ve built.
How to Get the Estate Planning Process Started
Getting started with your estate plan is simple and straightforward. The process begins with scheduling your initial meeting, where you’ll tell us about your family or business so we can understand your specific needs. From there, you’ll meet with your attorney to walk through your options and build a plan tailored to your goals, before working together to finalize your estate plan or business needs. Every step is designed to be easy to follow, and because we build long-standing relationships with each of our clients and their families, your plan is shaped entirely around your own situation rather than a one-size-fits-all template. Whether you’re just starting to think about a plan or ready to update an existing one, call us at (214) 368-2335 or fill out our form to get the process started.
Dallas Office Details
Address: 100 Crescent Ct Suite 700, Dallas, TX 75201
Phone: (214) 368-2335
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.
What Is Estate Planning for Married Couples?
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:
