Estate Planning Lawyer in Houston, TX
Secure Your Legacy with Confidence and Clarity
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.
Most people put off estate planning, not because they don’t care, but because they care deeply. Thinking about what happens if something goes wrong can feel uncomfortable. But there’s real peace in having answers.
At Flatiron Legal Advisors, we help you turn those hard conversations into something steady, practical, and lasting. A good estate plan is more than a set of documents; it’s a quiet act of clarity and care. Whether you’re planning for your family, your future, or your business, we’re here to help you get it right.
You Don’t Need to Be Wealthy to Need an Estate Plan
You don’t need to own a mansion, oil field or complex stock portfolio to benefit from estate planning. You just need people you care about—and a desire to make things easier for them when the time comes.
We work with clients across Houston who want to plan thoughtfully and protect what matters most:
- Spouses or partners and children
- Adults caring for aging loved ones
- Professionals thinking ahead to retirement
- Blended families navigating shared priorities
- Business owners looking to protect continuity
- Individuals facing major life transitions—marriage, divorce, relocation, or loss
No two families are the same. Your estate plan shouldn’t be either.
Estate Planning Services We Offer in Houston
We approach estate planning as a conversation, not a transaction. Our job is to understand your goals, help you weigh your options, and build a plan that reflects your values, not someone else’s idea of what you “should” do.
Here’s what we help clients with every day:
Wills
A Will provides clear instructions for what happens after you’re gone. It lets you:
- Decide who inherits your assets
- Appoint guardians for your children
- Name someone you trust to manage your estate
Without a Will, Texas law will decide for you who gets your assets and who is in charge of your estate, often in ways that don’t match your relationships or intentions. We draft Wills that are easy to understand, legally enforceable, and aligned with your real-world priorities.
Trusts
A well-crafted trust can help you keep your assets out of probate court, protect your privacy, and ensure your wishes are carried out smoothly and with less time, stress and cost for your loved ones. A Revocable Living Trust lets you maintain control of your assets during your lifetime and direct how they’re handled after you’re gone.
We help clients create trusts that:
- Avoid probate delays and costs
- Protect your family’s privacy
- Provide flexibility for blended families
- Ensure continuity if you become incapacitated
Not everyone needs a trust — but if it’s the right fit for you, we’ll help you use it to your greatest benefit.
In addition to revocable living trusts, we assist Texas clients with other tailored trust options, including:
- Special Needs Trusts to provide long-term care for vulnerable loved ones
- Charitable Trusts to support your philanthropic goals and leave a lasting legacy
- Retirement Trusts pass retirement assets like 401(k)’s and IRAs more tax efficiently and provide asset protection to your loved ones.
Trusts aren’t just for the ultra-wealthy — they’re for anyone who wants more flexibility, protection, and peace of mind for their family’s future.
Powers of Attorney
Estate planning isn’t just about what happens after death. It’s also about what happens if you’re alive but unable to act or make decisions for yourself.
We prepare:
- Durable financial powers of attorney—so someone you trust can manage bills, accounts, and legal and financial matters
- Medical powers of attorney—so your healthcare decisions are in the right hands
Without power of attorney, the state of Texas decides who makes these decisions for you and your family might have to go to court just to handle basic tasks on your behalf.
Advance Directives
If you’re ever seriously ill or injured, an advance directive (also called a living will) provides clarity for your loved ones and medical team. It tells them what types of life-sustaining treatment you want—or don’t want—in specific situations.
This isn’t about giving up control. It’s about protecting the people you love from having to guess.
HIPAA Authorizations
Without a HIPAA release, even spouses or adult children may be blocked from receiving important medical updates. We help you authorize the right people to access the information they need when it matters most.
Guardianship Designations
If you have minor children, a guardianship designation lets you say who you want to step in if something happens to you. It can prevent court battles and give your family clarity when they need it most.
Asset Protection and Tax Planning
We work with clients to protect what they’ve built from unnecessary taxes, disputes, or risks. That includes:
- Structuring gifts and bequests wisely
- Using trusts for tax-sensitive planning
You don’t need to be wealthy to benefit from tax-aware planning—you just need the right strategy for your situation.
Business Succession Planning
If you own a business, estate planning also means protecting what you’ve built. We help you answer important questions like:
- Who will take over when you’re no longer involved?
- What happens to ownership shares?
- How can you minimize disruption to operations or employees?
We help business owners create succession plans that are clear, legally sound, and easy to follow when the time comes.
What to Expect When You Work With Us
You don’t need to bring a perfect plan to your first meeting. You just need to bring yourself. We’ll help you work through the rest calmly and clearly.
We Start With a Conversation
We don’t jump into documents. We start with questions: What are your priorities? Who do you want to protect? What do you want to avoid?
Only then do we recommend tools that fit you, not the other way around.
We Keep It Clear
We explain what each document does, why it matters, and how it fits into the bigger picture. You’ll leave with a plan you actually understand—not just a binder full of paper.
We’re Here for the Long Term
Your life will change. So should your plan. Whether you welcome a new child, buy a home, start a business, or face a major shift, you can return to us anytime for updates that keep your plan aligned with your reality.
Why Estate Planning Matters in Texas
Every state has its own rules, and Texas is no exception.
- If you die without a Will, Texas law determines who inherits your estate. That could mean leaving assets to estranged relatives or excluding people you care deeply about.
- Probate in Harris County can be time-consuming, expensive, and public. A trust-based plan can help you avoid probate entirely.
- If you become incapacitated without proper documents, your loved ones may be forced into a guardianship proceeding—a costly and stressful court process that’s easily avoided.
We help you plan ahead so your family doesn’t have to react under pressure later.
Serving Clients Across Houston and Beyond
Flatiron Legal Advisors works with individuals and families throughout the Houston area, including:
- West University
- Bellaire
- The Heights
- Montrose
- Sugar Land
- Katy
- Spring
- Pearland
- Cypress
- And across Harris, Fort Bend, San Jacinto, Liberty, Chamber, and Montgomery Counties
Whether you prefer to meet in person or handle everything virtually, we adapt to your pace and your preferences.
Schedule Your Estate Planning Consultation
Most people have this on their list for months, sometimes years, before they finally decide to do it. That’s normal.
Maybe it’s been on your mind since your first child was born. Or since you bought a home. Or since you watched a loved one go through a messy probate process.
Whatever brought you here, we’re glad you’re ready.
Schedule your consultation today.
Flatiron Legal Advisors is here to help you plan wisely, act compassionately, and protect what matters—with clarity and care.
