Protect What Matters Most To You: Your Family, Your Legacy

We’ve been in Dallas & the surrounding suburbs for five generations. We’re experts in helping families create estate plans that protect what they’ve built and those they love.

estate planning attorney Dallas TX
Trusted By Hundreds of Families Across Dallas & Surrounding Suburbs

Estate Planning Services 
We Provide

We provide trusted guidance from a reliable Dallas estate planning attorney to plan your estate with peace of mind, from protecting your family today to honoring your legacy tomorrow.

estate planning services
estate planning services dallas
ESTATE PLANNING

What are the Benefits of Estate Planning?

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Ensure estate are distributed according to your wishes

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Minimize taxes and expenses

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Protect loved ones from legal and financial complications

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Provide peace of mind knowing your affairs are in order

ESTATE PLANNING

What does a Dallas estate planning attorney do?

We provide trusted guidance and deep knowledge of Texas law as a dedicated Dallas estate planning attorney, and if you need help settling an estate, our experienced Probate Lawyer Dallas team is here to assist.

01

Draft and review wills, trusts, and other planning documents

02

Advise on estate planning strategies specific to Texas law

03

Guide families through probate and estate law

04

Help you reduce taxes and expenses during wealth transfer

WHAT TO EXPECT

Our Dallas Estate Planning Process

From your first call to final signatures, the Dallas estate planning attorney at Tarleton Law Firm will walk you through each step of estate planning, so you get clarity and peace of mind knowing your loved ones are protected.

01

Engagement Letter & Retainer

Before we begin, we’ll outline the scope of work and fees for your agreement, so you know exactly what to expect.

02

Fact
Sheet

We’ll gather a few key details about you, your family and goals to make sure everything is set up correctly from the start.

03

Draft
Preparation

Our Dallas estate planning attorney and legal team carefully prepare your estate planning documents, reflecting your wishes and any special considerations.

04

Client
Review

You’ll have time to review your drafts and request changes. Most plans are finalized within 4–6 weeks with expedited options available.

05

Trust Funding
Support

If your plan includes a trust, we’ll guide you through the process of transferring assets to ensure everything is properly funded.

06

Signing
Ceremony

During a one-hour session, we’ll review your documents together and complete the signing and notarization.

07

Originals & Copies
Delivered

You’ll receive bound originals plus digital copies and a flash drive for safekeeping.

08

Finalized
Drafts

We’ll make adjustments until you’re completely comfortable with every detail. We won’t move forward until you’re confident.

WHY TARLETON FIRM

Serving Dallas For More Than 30 Years

Expect personalized service and a commitment to helping families find peace of mind.

We know Texas law
inside and out

Our services are personalized to your situation

We take a compassionate approach

Schedule Your Free Consultation

Planning for the future doesn’t have to be overwhelming. Meet with us for a free consultation and discover how we can help you protect what matters most.

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