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Estate

Estate Planning Attorney in Lewisville

Plan With Clarity So Your Family Is Protected

Putting legal plans in place for the future is easy to postpone, especially when you are busy caring for family and managing day-to-day responsibilities. Yet a clear estate plan can spare your loved ones confusion, conflict, and unnecessary stress at an already difficult time. Our goal is to help you make those decisions with confidence instead of worry.

At Haugen Law Firm, P.C., we work with individuals and families from across Denton, Dallas, and Collin Counties from our office in Lewisville. Since 2007, our attorneys have guided clients through wills, trusts, and other planning tools in a way that fits real life, not just legal theory.

No two families are the same. Our estate planning attorney in Lewisville creates plans tailored to your goals and values. Call (972) 460-6798 or contact Haugen Law Firm, P.C. today.

Why Thoughtful Estate Planning Matters

Many people assume their family will sort things out after a death or that a simple will is enough. Under Texas intestacy laws, if you die without a valid will, state law generally determines who receives your property, which may not reflect your wishes—especially in blended families, second marriages, or long‑term partnerships.

Key reasons thoughtful estate planning matters include:

  • Control over asset distribution: Without a valid estate plan, Texas law—not your preferences—decides who inherits your property.
  • Avoiding probate delays and conflict: When there is no clear plan, probate can involve added expense and delay, and informal promises are not binding on Denton County courts.
  • Reducing family tension: Lack of clarity can create disputes between a surviving spouse and children from a prior relationship or uncertainty about who should manage estate matters.
  • Planning for incapacity: Estate planning also addresses situations where you are alive but unable to manage your affairs. Without financial or medical powers of attorney, court involvement may be required for everyday decisions.
  • Choosing decision‑makers in advance: Thoughtful planning allows you to name trusted individuals ahead of time, easing stress for loved ones.

We understand these topics are personal and sometimes uncomfortable. Our role is to explain how Texas law applies to your situation and help you create or update a plan that protects the people and causes you care about, making the process more manageable and reassuring.

How Our Lewisville Estate Planning Lawyer Helps

When you contact our firm, you are not handed a stack of generic forms. We work to understand your family dynamics, assets, and long-term goals so we can suggest tools that make sense for you. Our Lewisville estate planning attorneys handle a full range of planning documents, and we explain in plain language how each one fits into your overall plan.

For many clients, a will is the foundation of the plan. It can direct how your property will be distributed, name a guardian candidate for minor children, and appoint an independent executor to manage your estate. In some situations, we may discuss using a trust to manage property for children, support a vulnerable family member, or organize more complex assets.

We also prepare documents that address incapacity. These may include financial powers of attorney, medical powers of attorney, and advance directives that communicate your health care preferences. By putting these pieces in place, you can make it easier for trusted individuals to act on your behalf if you are ever unable to make decisions on your own.

Our work in family law and criminal defense helps us see the full picture of what families experience during life’s more difficult seasons. That perspective informs the guidance we provide as an estate planning lawyer in Lewisville, whom clients can talk to about divorce, remarriage, or other events that may affect an existing plan. We aim to create documents that fit where you are now while being adaptable as life changes.

Estate Planning For Your Family’s Unique Situation

No two families look the same, and an effective plan must reflect that reality. We regularly work with parents of young children who want to make sure there is a clear plan for guardianship and financial support if something unexpected happens. We also work with grandparents who wish to benefit grandchildren directly and with adult children who are concerned about aging parents.

Many of the families we serve in Lewisville and the surrounding area are part of blended households. In these situations, simply relying on default Texas rules can produce outcomes that feel unfair or create conflict between a surviving spouse and children from a prior relationship. Careful drafting can help clarify who will receive specific property, how a family home will be handled, and what protections will be in place for everyone involved.

We also counsel clients who own small businesses, rental property, or other local investments. For these clients, it is important to think through who will manage the business, how ownership will pass, and what steps may reduce disruption if an owner becomes incapacitated or dies. Similar questions arise when a family member has a disability or will likely need ongoing support.

Common planning goals that we address with clients include:

  • Providing clear instructions for who receives specific assets and when they receive them
  • Choosing trusted people to make financial and medical decisions if you cannot
  • Protecting minor children with guardianship and financial safeguards
  • Reducing the risk of conflict among family members after a death
  • Coordinating beneficiary designations with your overall estate plan

Each of these goals is handled differently depending on your priorities. As estate planning attorneys in Lewisville, we take time to discuss practical options and to build a plan that fits your circumstances instead of forcing your circumstances into a rigid template.

What to Expect When You Work With Us

Many people delay calling an attorney because they are unsure what will happen next. Understanding the process ahead of time can make it easier to take the first step.

  • Initial consultation: We begin with a consultation focused on learning about your family, assets, and concerns. You can share any existing documents, such as prior wills or powers of attorney, and we will review how they function in light of your current situation.
  • Tailored planning: After clarifying your goals, we outline available options and explain the pros and cons in everyday terms.
  • Document preparation and signing: Our team prepares draft documents based on your decisions, gives you time to review them, and makes adjustments as needed. We then guide you through proper signing so your plan works as intended.
  • Ongoing communication and accessibility: Communication is central to our approach. We strive to be responsive to questions during the planning process and later when updates are needed. Clients may choose in‑office meetings at our Old Town Lewisville location or remote consultations by phone or secure electronic communication.

We are proud to serve many who serve others. As part of that commitment, we offer significant discounts to military members, first responders, and teachers. These adjustments are one way we show appreciation for the work they do in our communities. If your situation involves a potential or existing dispute over an estate, our litigation background allows us to discuss how contested matters in Texas courts are commonly handled and what options may be available.

Frequently Asked Questions

Do I really need an estate plan if I have a will?

A will is important, but it is only one part of an estate plan. Most people also benefit from financial and medical powers of attorney and other documents that address incapacity. We review your entire situation and help you decide what additional planning, if any, makes sense.

How much does it cost to work with your firm?

We discuss fees openly before you decide how to proceed. Costs usually depend on the complexity of your situation and the types of documents you choose. Our goal is to provide clear value, and we offer significant discounts to military members, first responders, and teachers.

Can we do my estate planning meetings remotely?

Yes, we offer remote consultations for clients who prefer not to come into the office. Many parts of the planning process can be handled by phone or video, with careful attention to security. We will discuss any in-person requirements for signing so that logistics are clear from the start.

Can you update my existing Texas estate documents?

We frequently review and update existing wills, trusts, and powers of attorney. During a consultation, we look at how your documents operate under current Texas law and in light of your present life situation. From there, we recommend revisions or new documents where appropriate.

What if my family ends up disputing my estate?

Good planning can often reduce the risk of disputes, but conflict can still arise. Our team has experience in both negotiation and courtroom advocacy, and we can discuss options if an estate becomes contested. During planning, we work to make your wishes as clear as possible.

Talk With Our Lewisville Estate Planning Lawyer Today

At Haugen Law Firm, P.C., we bring many years of service to individuals and families throughout this region, combining a disciplined, military-informed work ethic with practical, compassionate support. From our office in Old Town Lewisville or through remote consultations, we help you build a plan that reflects your values and gives your family clearer direction for the future.

To discuss your situation with our estate planning attorney in Lewisville, call (972) 460-6798 to schedule a consultation.

What Our Clients Are Saying

  • Dallas Bar Association
  • Denton Bar Association
  • Lead Counsel Rated
  • American Association for Justice
    "Haugen Law Firm, P.C. is a respectable group."
    Haugen Law Firm, P.C. is a respectable group. Connor was very kind and understanding in all aspects of my case. He explained how the case would be handled from the very beginning, and through the complete process. As for my part, once the process to stop income withholding started, I mainly stayed quiet and let them do their job. All necessary communications throughout the process were very concise. I will likely be calling on Connor again in the near future to handle my estate planning. I am very grateful for their help.
    "He is extremely knowledgeable and it was such a pleasure working with the entire team."
    I highly recommend Conner Haugen for Estate Planning. After losing my parents, I knew I needed to get my affairs in order and I was so impressed at how thoroughly everything was addressed. He is extremely knowledgeable and it was such a pleasure working with the entire team.
    "Shifted My Thinking From Tactical To Strategic"
    John was very knowledgeable on divorce. He helped me shift my thinking from tactical to strategic. John is a stand-up guy.
    "John and Delaney put me at ease and took the stress out of my situation."
    Divorce is a very stressfull life event. John and Delaney put me at ease and took the stress out of my situation. I cannot stress enough how at ease they made me feel, knowing that everything was handled. They gave me the confidence that we could, and did, get what I needed and was asking for quickly without going to court. Thank you Haugen Law!!
    - Gary
    "Conner was exceptional with my situation and recommend him for anything that needs special attention."
    The Haugen Law Firm was very professional with handling my case. Conner was exceptional with my situation and recommend him for anything that needs special attention. Always available. I will be a life long client. Thank you Conner and the team at Haugen Law Firm.
    "If you need legal assistance, choose the Haugen Law Firm."
    Truly a wonderful experience working with the Haugen Law Firm. They did a terrific job of helping me navigate my legal issue from helping me understand the options I had to getting the desired outcome. If you need legal assistance, choose the Haugen Law Firm.
    "Salvaged My Situation"
    After meeting with Mr. Haugen, I felt he was honest, qualified and had a commitment to my best interest, which my previous attorney failed to do. Mr. Haugen was up against salvaging my situation my previous attorney made a mess of. Mr. Haugen is an honest and extremely competent attorney who is tough, yet remains calm and collected. He salvaged the mess I was in and helped me to move on. For that I greatly appreciate his service.
    "I cannot recommend Connor and Delaney more!"
    I researched and wanted a lawyer familiar with military families and the Haugen Law Firm was it! I had so many different factors in my divorce and child custody, and you truly get what you pay for. I am so thankful to have found them and for all the guidance and help through the process. I cannot recommend Connor and Delaney more! This is already a stressful situation and to be able to have a team to help me better understand the ins and outs of the legal tidbits and process helped. It was well worth the cost and even though it feels expensive I know without a doubt that my divorce and custody was done right, and the paperwork shows it. They helped me think of things a regular divorce lawyer wouldn't know due to being a military family. If I need legal help again, I will be coming back for sure! I cannot thank them enough for all their support and patience with me during the process with all of my questions and walking me through the long process.

    Contact Haugen Law Firm, P.C. Today!

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