Plano Estate Planning Attorneys
We Can Help You Create a Comprehensive Estate Plan
A thoughtfully prepared estate plan allows you to decide how your property will be distributed, who will make decisions for you if necessary, and how your loved ones will be supported in the future. If you don’t have an estate plan in place, then it is time to consider making one.
Come to Coker, Robb & Cannon, Family Lawyers and talk to our Plano estate planning lawyers. Whether you have a family home, retirement accounts, business interests, or investment portfolios, you can benefit from coordinated estate planning handled by professional attorneys. We’re here to take time to understand your priorities and craft an estate plan that reflects your wishes while remaining easy to understand and maintain.
We’ve been helping Texas families since 1998. Call (940) 293-2313 today to schedule an initial consultation with our legal team.
What an Estate Plan Can Do for You
On average, a comprehensive estate plan is designed to:
- Direct how your assets are divided
- Name guardians for minor children
- Appoint trusted individuals to manage finances if you are unable to do so
- Authorize medical decision-makers
- Help streamline or minimize probate proceedings
- Provide structure for long-term asset management
By putting these instructions in writing, you can reduce uncertainty and provide clear guidance to your loved ones. Instead of leaving decisions to state law or court processes, you maintain more control over how estate-related matters are handled. Estate planning can also help coordinate beneficiary designations on retirement accounts and life insurance policies, so everything works together as part of a cohesive strategy.
Estate Planning Services at Coker, Robb & Cannon, Family Lawyers
A complete estate plan often includes several documents that serve different purposes. Working with one firm for all these services and tools can make your estate plan more consistent. That’s why we recommend that you bring any estate-related matter or legal issue to us.
We can help clients in Plano with the following estate planning tools and more:
- Wills
- Trusts
- Probate and estate administration
- Financial powers of attorney
When you work with us, the estate planning process will likely begin with a detailed discussion about your assets, family structure, and long-term objectives. From there, we can recommend estate planning tools and methods that align with your goals and explain how each piece fits into the overall plan.
Every document is drafted carefully and reviewed with you before it is finalized. If your circumstances change, such as through marriage, divorce, the birth of a child, or the purchase of new property, your estate plan can be updated to reflect those changes. However, certain assets placed into irrevocable trusts might be “locked” except in certain uncommon circumstances. Because we also handle probate matters, you can ask us for help if you ever need to administer an estate, too.
Who Should Consider Creating an Estate Plan?
Estate planning is not reserved for retirees or people with large bank accounts. Virtually anyone who wants a voice in how their affairs are handled when they are gone or incapacitated can benefit from having a plan. If you live in Plano or Collin County and own property, have children, or simply want to appoint decision-makers you trust, talk to our estate planning lawyers today.
You may want to create or update an estate plan if you:
- Have experienced a significant life change
- Have minor children or dependents
- Own a home, business, or other real estate
- Want to designate financial or medical decision-makers
- Wish to simplify the transfer of assets
Local Estate Planning Considerations in Plano, Texas
Plano is home to a wide range of professionals, business owners, and growing suburbs. Many residents have accumulated assets through home ownership, retirement planning, stock options, or entrepreneurial ventures. As estates become more complex, thoughtful planning can help with property transfer in accordance with your wishes.
Because Plano is located within Collin County, probate matters are typically handled through the county court system. Clear documentation and coordinated estate planning documents can help streamline that process if it ever becomes necessary. Planning ahead also allows families to account for multigenerational households, blended families, and beneficiaries who may live outside of Texas.
Texas Estate Planning FAQ
1. Do I need both a will and a trust?
Not everyone needs both a will and a trust in their estate plan. A will may be sufficient for many families, while trusts can offer additional control, privacy, or long-term management options. The right combination depends on your goals and assets, which we would be happy to review with you.
2. How often should I review my estate plan?
We suggest that you review your estate plan every few years or after major life events, such as marriage, divorce, the birth of a child, or significant financial changes. Our law firm can help you review and update parts of your estate plan, or get new estate planning tools in place.
3. What happens if I pass away without an estate plan?
If you do not have a will or other planning documents, Texas law determines how your property is distributed. This process may involve additional court oversight and may not reflect your personal preferences.
Get Estate Planning Help Today
A well-prepared estate plan provides clarity, structure, and long-term protection for the people who matter most to you. With organized guidance and careful drafting, you can create a plan that reflects your values and supports your family’s future. Talk to our team of Plano estate planning attorneys at Coker, Robb & Cannon, Family Lawyers to get help at every step. Together, we can build or update your estate plan with ease.
Contact us today by dialing (940) 293-2313 to speak with a knowledgeable team member about your estate planning goals.
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Denton Office
3251 Unicorn Lake Blvd
Suite 100
Denton, TX 76210 Map & Directions -
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4875 Preston Rd
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Frisco, TX 75034 Map & Directions -
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1300 Summit Avenue
Suite 410
Fort Worth, TX 76102 Map & Directions -
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Suite 900
Dallas, TX 75201 Map & Directions