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Estate Planning Services

"Protecting Your Loved Ones, Preserving Your Legacy"

Planning your estate is a critical step in protecting your loved ones, securing your assets, and ensuring your wishes are honored. At Masterly Legal Solutions, our experienced estate planning attorneys are here to guide you through the process with personalized strategies and expert advice. Whether you’re drafting a simple will or creating a complex trust, we are committed to addressing your specific needs with precision and care.

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Our Comprehensive Estate Planning Services

We offer a full range of estate planning services to help you secure your legacy and safeguard your future. Our law firm is equipped to handle both simple and complex estate matters with a focus on tax laws, asset protection, and family needs.

Wills and Estate Planning Documents

Ensure your wishes are clearly outlined with legally binding documents that reflect your goals.

  • Last Will & Testament

    Specify how your assets will be distributed after your death and appoint an executor to manage your estate.

  • Living Will

    Communicate your preferences for health care decisions in the event you cannot make them yourself.

  • Advance Health Care Directives

    Make proactive medical decisions for unforeseen circumstances.

  • Special Needs Trusts

    Provide financial security for loved ones with special needs without jeopardizing their eligibility for government benefits.

  • Pet Trusts

    Protect your furry family members by ensuring their care is financed and managed according to your wishes.

(972) 236-5051

Powers of Attorney

and Health Care Decisions

Delegate decision-making authority to trusted individuals to protect yourself and your family in times of need.

  • Durable Power of Attorney

    Assign someone to handle your bills, finances, and legal matters if you’re unable to do so.

  • Medical Power of Attorney

    Appoint an agent to make health care decisions on your behalf.

  • Financial Power of Attorney

    Grant authority to a trusted individual for managing financial accounts and property.

  • HIPAA Release of Authority

    Ensure your designated agents have access to your medical records to make informed decisions.

  • Pet Trusts

    Protect your furry family members by ensuring their care is financed and managed according to your wishes.

(972) 236-5051

Trusts and Trust Administration

Streamline the transfer of assets and minimize estate tax burdens with expertly crafted trusts.

  • Revocable Living Trust

    Maintain control of your assets during your lifetime while avoiding probate.

  • Irrevocable Living Trusts

    Protect your assets from creditors and reduce exposure to estate taxes.

  • Family Trusts

    Preserve wealth for future generations and provide financial security.

  • Trust Administration

    Rely on our legal team for effective management of your trust to ensure compliance with tax law and legal requirements.

(972) 236-5051

The Importance of Estate Planning

Protecting Your Family and Assets

Effective estate planning ensures your minor children, loved ones, and beneficiaries are cared for according to your wishes. It also protects your property and financial holdings from unnecessary taxes and legal disputes. By working with a board-certified estate planning attorney, you can:

Avoid lengthy probate processes.

Minimize estate taxes and liabilities.

Ensure seamless ownership transfer of family businesses.

Protect your assets from litigation and creditors.

We take pride in guiding our Clients to protect their families and assets 

Estate planning ensures that your wishes are carried out after you die. A will or trust can dictate who will inherit your property and how your estate will be managed. This can provide a peace of mind in knowing that your loved ones will be taken care of after you're gone. Without a will or trust, the courts will decide who gets your property and how it is distributed. This can lead to costly and time-consuming litigation, which no one wants to deal with during a difficult time. The estate planning services of Masterly Legal Solutions can help avoid all of that.

Why You Need the Right Attorney

Finding the right attorney is essential to crafting a plan that meets your specific needs. While many attorneys offer estate planning services, not all have the expertise to handle complex estates, navigate tax laws, or provide tailored solutions. Our experienced team of estate attorneys will guide you through every step of the process, ensuring no detail is overlooked.

Phases in Masterly Legal Solutions

 Estate Planning

01

Initial Consultation

Masterly Legal Solutions provides free consultations to get an idea of what our Clients need to provide them a peace of mind and put together their estate plan in order. 

02

Strategic Planning Meeting

In the strategic planning phase, we meet with our Clients to map-out their estate, identification of beneficiaries, and the essentials for meeting the overall goals.

03

Drafting Phase

We will begin the drafting of the documents based on the Client's overall goals and wishes. Drafts generally take about six to eight weeks depending on the circumstances but we have a rush option for those that need the estate planning documents sooner. During this phase, the Client will have the opportunity to discuss any changes or amendments prior to the documents being finalized.

04

Signing Ceremony

The signing ceremony is the most critical stage of the estate planning process to avoid them from being invalidated in the future by the court. At the signing ceremony the Client will sign the documents in the presence of the required two witnesses and the notary.

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Why Choose

Masterly Legal Solutions?

At Masterly Legal Solutions, we are committed to helping our clients protect their family, assets, and legacy with comprehensive and compassionate legal services.

  • Experienced Team

    Decades of experience in estate law, family law, and tax law.

  • Tailored Solutions

    Plans designed to address your specific goals and ownership structures.

  • Complimentary Consultations

    We offer an initial consultation to discuss your needs and explore your options.

  • Comprehensive Services

    From power of attorney to wills and trusts, we handle it all.

  • Client Commitment

    We take pride in building lasting relationships with our clients, ensuring their future is secure.

Common Estate Planning Questions

We understand that estate planning can be overwhelming. Here are answers to some frequently asked questions:

  • 1. What is an estate plan?

    An estate plan is a collection of legal documents that outline your wishes for asset distribution, medical decisions, and financial management.

  • 2. How can I avoid probate?

    Creating a revocable living trust or assigning joint ownership to certain assets can help you bypass the probate process.

  • 3. Do I need a trust or a will?

    A will determines how your estate is distributed, while a trust provides additional control, privacy, and potential tax benefits.

  • 4. What are the tax implications of estate planning?

    Proper estate tax planning can help you reduce or eliminate burdensome taxes. Our estate planning attorneys are skilled in navigating IRS regulations to protect your assets.

Contact Us Today!

Take control of your future with a tailored estate plan. At Masterly Legal Solutions, we are committed to helping you protect what matters most. Contact us today to schedule your complimentary consultation with an experienced estate planning lawyer.


Reach us at (972) 236-5051  to schedule a consultation. We proudly serve clients from our offices located in Houston, Dallas, Austin, and throughout Texas.

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