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Planning Ahead Isn’t Complicated—When You Have the Right Team
Estate planning doesn’t have to be overwhelming. We make it simple to protect your family, your future, and your peace of mind.
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Texas Estate Planning Lawyer

Secure Your Legacy with Confidence and Clarity

Key Takeaway

Estate planning is more than just writing a will—it’s about protecting what matters most. We help you put clear, personalized plans in place to take care of your family, your wishes, and your future.

Planning ahead is one of the most important gifts you can give the people you care about. A well‑prepared estate plan protects your assets, honors your wishes, and spares your family from confusion or conflict during difficult times.

At Flatiron Legal Advisors, PLLC, we help individuals and families across all of Texas build estate plans that reflect their values and priorities. We make the process clear, supportive, and tailored to your needs—no matter your age, family structure, or financial situation.

Why Estate Planning Matters in Texas

Every Texan, no matter how large or small their estate, benefits from having a plan in place. Without one, your property is distributed under Texas intestacy laws, which might not match what you would have chosen. Your loved ones may face probate delays, unexpected costs, or even disputes.

A thoughtful plan can:

  • Clearly designate who inherits your property and how.
  • Name guardians for minor children.
  • Appoint trusted people to make medical and financial decisions if you become unable.
  • Minimize taxes, court fees, and administrative headaches.
  • Provide privacy and reduce the risk of family conflict.

Who We Help

We work with Texans in many different situations, including:

  • Parents wanting to secure their children’s future
  • Couples planning for blended families
  • Professionals building wealth and looking ahead to retirement
  • Business owners protecting what they’ve created
  • Caregivers preparing for aging parents or special needs loved ones
  • Individuals who simply want peace of mind

No matter your stage of life or size of your estate, we design plans that make sense for you.

Our Texas Estate Planning Services

We take a comprehensive approach to estate planning and explain every option in plain language. Here are the core services we provide:

Wills

A Will is the cornerstone of many estate plans. It directs where your assets go, names someone to oversee the estate, and allows you to choose guardians for minor children.

Without a Will, the state makes those decisions for you. We draft Wills that are legally sound, easy to understand, and tailored to your family’s unique needs.

Trusts

Trusts are powerful tools that can simplify estate administration, protect assets, and in many cases, help avoid probate altogether. We help Texans establish a variety of trusts, including:

  • Revocable Living Trusts for flexibility and privacy
  • Irrevocable Trusts for tax planning or asset protection
  • Special Needs Trusts to provide for loved ones without jeopardizing benefits
  • Charitable Trusts for those with philanthropic goals
  • Pet Trusts for cherished animals who need lifelong care

We’ll walk you through what works best in your specific situation.

Powers of Attorney

Life doesn’t always go as planned. A durable financial power of attorney and a medical power of attorney ensure someone you trust can step in to handle important matters if you’re ever incapacitated.

Without these documents, your family could be forced to seek a court‑appointed guardianship, which is costly and time‑consuming.

Advance Directives

An advance directive—sometimes called a living will—lets you specify your medical care preferences for serious illness or injury. This removes uncertainty for your family and ensures your wishes are honored.

HIPAA Authorizations

Even close family members can be denied access to your medical information without prior authorization. We include HIPAA release forms in your plan so the people you trust can get answers when they need them most.

How We Approach Estate Planning

We know these conversations aren’t easy. That’s why we focus on making you feel informed and supported every step of the way.

We Listen First.

Your estate plan should reflect your life, not a cookie‑cutter template. We take time to understand your family, your priorities, and your goals.

We Explain Clearly.

We avoid legal jargon and empower you to make decisions with confidence. You’ll leave with documents you understand and trust.

We Plan for the Future.

Life changes—marriage, children, a new home, a new business. We’re here to update your plan as needed, so it always matches your life today, not yesterday.

We Keep Costs Transparent.

Our fee structures are clear and upfront. You’ll know what your plan costs before we start.

Serving Texans Statewide

Whether you live in a large metro area or a rural county, we can help. We work with clients throughout:

  • Central Texas
  • East and West Texas
  • The Gulf Coast
  • North and South Texas communities
  • And everywhere in between

We offer both in‑person meetings (where convenient) and virtual consultations so you can get the guidance you need without added travel or stress.

Start Planning With Flatiron Legal Advisors, PLLC

If you’ve been meaning to “get your affairs in order,” consider this your sign to begin. Estate planning isn’t about expecting the worst—it’s about protecting the best parts of your life for the people you care about most.

Let’s create a plan that gives you clarity now and security for the future.

Call Flatiron Legal Advisors, PLLC, or request your consultation online today.

Estate planning doesn’t have to be complicated—it just has to be done with care.

Frequently Asked Questions

Do I really need an estate plan if I don’t have much?

Yes. Even modest estates can cause big complications without a plan. Having a Will or trust in place makes things much easier for your loved ones.

What happens if I don’t make a plan?

Your estate will be handled under Texas law, which might distribute property in ways you would never have chosen. It can also increase costs and delays.

How long does it take to complete an estate plan?

Most plans can be completed in a few weeks once we have the necessary information. If your situation is urgent, we offer expedited services.

Can you help if I live outside a major city?

Absolutely. We serve clients across every part of Texas and offer remote meetings so you can work with us from wherever you are.

The Team Behind Your Case

Behind every successful case is a lawyer who knows how to get results. At Flatiron Legal Advisors, our team brings sharp legal insight and a practical approach to solving problems. We focus on what moves the needle—strong advocacy, smart strategy, and a commitment to getting the best possible outcome for you.

Dave Rich
Dave Rich
Founder and Attorney

Dave Rich is the founder and managing attorney of Flatiron Legal Advisors, PLLC. Mr. Rich has been practicing since 2008, in the areas of estate planning, divorce, real estate and probate law.

Michael Milazzo
Michael Milazzo
Chief Operating Officer and Attorney

Michael Milazzo is our Chief Operating Officer (COO) and an attorney at Flatiron Legal Advisors, PLLC. Mr. Milazzo is a former Ranger qualified U.S. Army Paratrooper who keeps the day to day operations at Flatiron Legal Advisors, PLLC running tightly and maintains the firm’s focus on providing exceptional client service.

Alexandra M. Archilla Rodriguez Bynum
Alexandra M. Archilla Rodriguez Bynum
Contract Attorney

Alexandra (“Alex”) M. Archilla Rodriguez Bynum is a Family Law and Criminal Law contract attorney at Flatiron Legal Advisors, PLLC. Alex was born and raised in San Juan, Puerto Rico. She attended Washington University School of Law in St. Louis.

Bart Balis
Bart Balis
Contract Bankruptcy Attorney

Bart Balis is a contract bankruptcy attorney at Flatiron Legal Advisors, PLLC. Bart has been practicing bankruptcy law for over thirty years. He represents both Debtors and Creditors, and files Chapter 7 liquidation cases, as well as Chapter 13 Plan cases for Debtors and Chapter 11 cases for business reorganizations.

Rachel Connor
Rachel Connor
Contract Family Law Attorney

Rachel Connor is a passionate contract family law attorney who zealously represents her clients throughout all stages of a case. Rachel is a skilled advocate and a compassionate representative able to skillfully navigate the emotionally charged issues that often arise within family law cases.

Andrea Corvin
Andrea Corvin
Contract Attorney

Andrea Corvin is an contract attorney at Flatiron Legal Advisors, PLLC with extensive divorce and family law and criminal trial and litigation experience. Andrea attended the University of Denver, Sturm College of Law where she was awarded Excellence Awards in Advanced Trial Practice, Civil Litigation, and Estate Planning.

Hollis Ann Crawford
Hollis Ann Crawford
Contract Criminal Law and Traffic Attorney

Hollis Ann Crawford is an independent contract Criminal Law and Traffic Attorney at Flatiron Legal Advisors, PLLC. Hollis was born and raised in the Denver area and graduated from the University of Colorado with a Bachelor’s Degree in philosophy.

Cheryl Dial
Cheryl Dial
Accounts Manager

Cheryl Dial is the accounts receivable and accounts payable manager at Flatiron Legal Advisors, PLLC. Cheryl is a dedicated professional with a strong commitment to delivering top-tier bookkeeping services. She specializes in managing accounts receivable.

Christopher W. Fry
Christopher W. Fry
Contract Attorney

Christopher Wellington Fry is a contract attorney working on behalf of Flatiron Legal Advisors, PLLC. Mr. Fry has practical experience in resolving a wide variety of family law and divorce matters, as well as child support and debt collection.

Lee Gelman
Lee Gelman
Real Estate and Litigation Contract Attorney

Lee Gelman is a Real Estate and Litigation contract attorney at Flatiron Legal Advisors, PLLC. Lee has been practicing law since 1989. He has a Geology degree with concentration in Civil Engineering from the University of Vermont and received his JD from Chicago-Kent College of Law in Chicago.

Dave Rich
Michael Milazzo
Alexandra M. Archilla Rodriguez Bynum
Bart Balis
Rachel Connor
Andrea Corvin
Hollis Ann Crawford
Cheryl Dial
Christopher W. Fry
Lee Gelman
Meet the team

Serving Texas Communities

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