Estate Planning Attorneys in Dallas, Frisco & Houston
Estate Planning Attorneys in Dallas, Frisco & Houston
Planning for the future can be difficult to think about. It requires honest conversations about family, health, finances, and what should happen if you cannot make decisions for yourself. A thoughtful estate plan gives you more than documents. It gives you clarity, protects the people you care about, and reduces the burden on them when something unexpected happens.
The estate planning attorneys at McCathern, Shokouhi, Evans help clients across North Texas and beyond put practical, enforceable plans in place. Our work ranges from straightforward wills and powers of attorney to more sophisticated trust structures and business succession planning. The goal is always the same: create an estate plan that reflects your values and works in real life, not just on paper.
Choosing the right estate planning lawyer matters. Your attorney will help you see issues you may not have considered, weigh options for your family and your business, and coordinate your plan with existing assets and advisors. Our team combines deep experience in probate, estate administration, business transactions, and family-related planning so your plan fits your whole picture, not just one piece of it.
Finding the Right Estate Planning Attorney for You
Estate planning is not a set of generic forms. It is a process that should reflect your family structure, your assets, and your comfort level with complexity.
When you work with our estate planning lawyers, we:
- Start with a detailed conversation about your family, beneficiaries, and long-term priorities
- Review existing documents, beneficiary designations, and business interests so nothing important is missed
- Explain your options in plain language so you understand the trade-offs between a simple will, a revocable living trust, and more advanced structures
- Give you a realistic sense of how your plan will function for your chosen executor, trustee, or agent, including the administrative burden and likely costs
For some clients, an efficient will-based plan with carefully drafted powers of attorney is the right solution. Others benefit from a trust-centered plan that simplifies future administration, addresses blended families, or protects a vulnerable beneficiary over time. Our estate planning attorneys focus on what you actually need, rather than pushing a one-size-fits-all package.
Comprehensive Estate Planning Services
McCathern’s estate planning practice provides a full spectrum of planning and related services, including:
Core Estate Planning Documents
- Last wills and testaments
- Revocable living trusts and testamentary trusts
- Pour-over wills to coordinate with existing trusts
- Declarations of guardian for minor children and, if needed, for yourself as an adult
Planning for Children and Other Dependents
- Naming guardians for minor children and providing guidance for their upbringing
- Trusts that hold and manage assets for children or grandchildren until appropriate ages
- Special needs and supplemental care planning for beneficiaries who may require ongoing support
Incapacity and Healthcare Planning
- Durable financial powers of attorney so a trusted person can manage your affairs if you cannot
- Medical powers of attorney and advance directives regarding end-of-life care
- Living wills and related healthcare instructions
- HIPAA/healthcare releases so providers can speak with the right people when it matters most
Asset Protection and Business Succession
- Coordinating your estate plan with closely held businesses, professional practices, and investment entities
- Structuring or updating buy-sell agreements and ownership restrictions in line with your estate goals
- Planning for liquidity needs that may arise at death or disability
- Working with your tax and financial advisors to consider income and transfer tax implications at a high level (without replacing those professionals)
Integration With Probate and Estate Administration
- Designing plans that can simplify or, in some cases, avoid probate for certain assets
- Aligning beneficiary designations on life insurance, retirement accounts, and payable-on-death accounts with your overall wishes
- Preparing for the practical realities of future estate administration so your executor or trustee is set up for success
Because the firm also handles probate, guardianship, family law, corporate services, and real estate, our estate planning lawyers can bring in other attorneys from McCathern when a matter touches multiple areas. That collaboration is often critical for business owners, executives, and families with complex assets.
Experienced Estate Planning Lawyers at McCathern
McCathern’s estate planning team is anchored in Dallas and supported by attorneys in Frisco and Houston, with the ability to assist clients across North Texas and in other Texas jurisdictions as needed.
Dallas Estate Planning Attorneys
- Partner Matthew Gilpin
- Focuses on probate matters, estate administrations, inheritance issues, and estate planning for clients throughout North Texas
- Advises clients on asset protection and drafts trusts, wills, directives, releases, and other estate planning documents
- Emphasizes plans that are tailored to each client’s goals and circumstances, building long-term relationships and maintaining clear communication from start to finish
- Partner Steve Green
- Brings more than 25 years of experience in business transactions, mergers and acquisitions, and corporate work
- Handles probate matters, trusts, and estate planning, including for LGBTQ+ clients and families who often face unique planning considerations
- Offers a practical, problem-solving approach that connects estate planning with broader business and personal needs
The firm’s Highland Park office, located in the Knox Street district, is also known for its depth in family-related estate planning, probate, and guardianship matters, serving clients throughout the Dallas–Fort Worth metroplex and surrounding North Texas counties, including Collin, Denton, Rockwall, Tarrant, and Ellis.
Estate Planning in Frisco and Houston
From our offices at The Star in Frisco and in Houston, attorneys at McCathern provide estate planning services alongside family law and probate representation, helping clients coordinate their plans with ongoing business, litigation, and personal matters.
How Our Estate Planning Attorneys Approach Planning
We treat estate planning as an ongoing relationship rather than a one-time transaction. In a typical matter, our estate planning lawyers will:
- Begin with a structured meeting focused on your family, assets, concerns, and any prior planning
- Identify gaps or inconsistencies in existing documents, beneficiary designations, or titling of real estate and business interests
- Present planning options with an emphasis on function and simplicity, not unnecessary complexity
- Draft customized documents and walk you through the signing process so you know exactly what you are executing
- Provide guidance on how to store your documents, communicate your plan to key people, and update your plan after major life events
We are prepared to coordinate with our probate attorneys to anticipate how courts will view your plan, and with business and real estate lawyers when your estate includes closely held companies or significant property. That cross-practice perspective helps reduce surprises and promotes smoother administration when the time comes.
Serving Clients Across North Texas and Beyond
While many of our estate planning clients live and work in the Dallas–Fort Worth metroplex, our attorneys regularly assist individuals and families throughout North Texas and in other parts of Texas when the situation calls for it.
Our clients include:
- Business owners and entrepreneurs who need estate plans that align with company structures and succession plans
- Professionals and executives with complex compensation, retirement benefits, and equity interests
- Families with blended or multigenerational dynamics that require more careful planning
- Individuals seeking to support charities, religious organizations, or other causes as part of their legacy
Whatever your background, you can expect candid advice, attention to detail, and a plan designed to make things easier for the people who will carry out your wishes.
Estate Planning Resources and Next Steps
It is common to delay estate planning because it feels overwhelming or uncomfortable. In practice, most clients feel a sense of relief once they understand their options and see a straightforward path forward.
A conversation with an estate planning attorney can help you:
- Understand how Texas law handles property, guardianship, and decision-making if you die or become incapacitated without a plan
- Identify which documents are most important for your situation in the near term
- Clarify who would serve as executor, trustee, guardian, and agents under your powers of attorney
- Begin aligning beneficiary designations, account titling, and business agreements with your overall estate plan
Estate planning is highly fact-specific, and general information on a website cannot substitute for legal advice about your situation. If you would like to discuss your goals with one of our estate planning lawyers, please contact us through the firm’s contact page or reach out to our Dallas, Frisco, or Houston offices directly.