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.
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.
Wills & Trusts
HIPAA Authorization
Probate Guidance
Asset Protection
Power of Attorney (Medical + Durable)
Business Formation & Succession
Living Will / Directive to Physicians
Guardianship Declarations
ESTATE PLANNING
What are the Benefits of Estate Planning?
Ensure estate are distributed according to your wishes
Minimize taxes and expenses
Protect loved ones from legal and financial complications
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.