Estate Planning Attorney in Lewisville, Texas
Protect Your Family, Preserve Your Legacy, and Plan for the Future
Estate planning is about more than deciding who receives your property after your death. A properly drafted estate plan allows you to maintain control over important financial, medical, and family decisions while providing clarity and protection for the people you care about most.
At Haugen Law Firm, P.C., we help individuals and families throughout Lewisville, Denton County, Dallas County, and Collin County create comprehensive estate plans tailored to their unique circumstances. Whether you need a simple will, advanced trust planning, powers of attorney, or guidance regarding long-term asset protection, our attorneys provide practical solutions designed to achieve your goals.
Every family has different needs, concerns, and priorities. We take the time to understand your objectives and develop an estate plan that reflects your wishes while complying with Texas law.
Contact Haugen Law Firm, P.C. today to schedule a consultation with an experienced Lewisville estate planning attorney.
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 Estate Planning Is Important
Many people assume estate planning is only necessary for individuals with substantial wealth. In reality, nearly every adult can benefit from having an estate plan in place.
Without valid estate planning documents, Texas law determines how your assets are distributed and who has the authority to make decisions on your behalf when you die. These default rules may not align with your intentions and can create unnecessary complications for your loved ones.
A comprehensive estate plan can help you:
- Control how your assets are distributed after your death
- Protect minor children by naming guardians and establishing financial safeguards
- Designate trusted individuals to manage financial and legal matters if you become incapacitated
- Express your healthcare preferences through advance directives
- Minimize family disputes and uncertainty
- Streamline the administration of your estate
- Coordinate beneficiary designations and non-probate assets with your overall plan
Estate planning is particularly important for blended families, business owners, parents of young children, and individuals who wish to provide for loved ones with special needs.
Our Estate Planning Services
At Haugen Law Firm, P.C., we provide a full range of estate planning services designed to protect both your assets and your family.
Wills
A Last Will and Testament serves as the foundation of many estate plans. A properly drafted will allows you to:
- Determine how your property will be distributed
- Nominate guardians for minor children
- Appoint an executor to administer your estate
- Provide specific instructions regarding assets and beneficiaries
Without a valid will, your estate will generally be distributed according to Texas intestacy laws rather than your personal wishes.
Trusts
In certain circumstances, trusts can provide additional flexibility and protection beyond a traditional will. Depending on your objectives, a trust may help:
- Manage assets for minor beneficiaries
- Protect beneficiaries who require ongoing financial oversight
- Address the needs of a loved one with disabilities
- Facilitate the transfer of business interests or investment properties
- Reduce administrative burdens associated with probate
We help clients evaluate whether trust planning is appropriate for their situation and objectives.
Powers of Attorney
Estate planning is not solely about what happens after death. It is equally important to prepare for the possibility of incapacity.
A Durable Power of Attorney allows a trusted individual to manage financial and legal matters if you become unable to do so yourself. A Medical Power of Attorney authorizes a designated agent to make healthcare decisions on your behalf when necessary.
These documents can help avoid the need for costly and time-consuming guardianship proceedings.
Advance Directives
Advance directives allow you to communicate your healthcare preferences in advance and provide guidance to loved ones and medical providers during difficult situations.
We assist clients with preparing directives that comply with Texas law and accurately reflect their wishes.
Estate Planning for Families and Business Owners
No two estate plans should be identical because no two families are identical.
We frequently assist:
- Parents of minor children
- Blended families
- Married couples
- Single individuals
- Grandparents seeking to provide for future generations
- Business owners
- Real estate investors
- Individuals caring for aging parents
- Families with loved ones who have special needs
For business owners and investors, estate planning often involves additional considerations regarding succession planning, management authority, ownership transfers, and asset preservation. We help clients evaluate these issues and incorporate them into a comprehensive estate plan.
The Estate Planning Process
We strive to make the estate planning process straightforward and efficient.
Initial Consultation
During your consultation, we discuss your family structure, assets, goals, and concerns. We also review any existing estate planning documents to determine whether updates may be necessary.
Plan Development
Based on your objectives, we recommend appropriate planning strategies and explain the advantages and limitations of each option. Our goal is to ensure you understand your choices and can make informed decisions.
Document Preparation
Once a strategy has been selected, we prepare the necessary estate planning documents and provide an opportunity for review before execution.
Execution and Ongoing Updates
Proper execution is critical to ensuring your documents are legally effective. We guide clients through the signing process and remain available to assist with future revisions as life circumstances change.
Why Choose Haugen Law Firm, P.C.
Since 2007, Haugen Law Firm, P.C. has served individuals and families throughout North Texas with practical legal guidance and personalized representation.
Clients choose our firm because we:
- Provide individualized estate planning solutions
- Explain complex legal concepts in clear, understandable terms
- Take a proactive approach to protecting families and assets
- Offer responsive communication and accessibility
- Understand how life events such as marriage, divorce, remarriage, and business ownership affect estate planning decisions
We proudly offer discounted legal services to military members, first responders, and educators as a way of expressing our appreciation for their service to our communities.
Frequently Asked Questions
Do I need an estate plan if I already have a will?
A will is an important component of an estate plan, but it is rarely the only document an individual should consider. Most comprehensive estate plans also include powers of attorney, medical directives, and, in some cases, trusts.
How often should I update my estate plan?
You should review your estate plan after significant life events such as marriage, divorce, the birth of a child, the death of a beneficiary, substantial changes in assets, or major changes in Texas law.
Can I update existing estate planning documents?
Yes. We regularly assist clients with reviewing and updating wills, trusts, powers of attorney, and other estate planning documents to ensure they continue to reflect their wishes and current circumstances.
What happens if I become incapacitated without powers of attorney?
Without appropriate planning documents, family members may be required to seek court intervention through a guardianship proceeding before they can manage your financial or medical affairs.
Can estate planning help avoid family disputes?
While no plan can eliminate all potential conflict, carefully drafted estate planning documents often reduce uncertainty and provide clear guidance regarding your intentions, which can help minimize disputes among family members.
Schedule a Consultation With a Lewisville Estate Planning Attorney
Creating an estate plan is one of the most important steps you can take to protect your family and preserve your wishes. Whether you are preparing your first will, updating existing documents, or considering advanced planning strategies, Haugen Law Firm, P.C. can help.
Contact our Lewisville office today to schedule a consultation and discuss your estate planning goals with an experienced Texas estate planning attorney.
To discuss your situation with our estate planning attorney in Lewisville, call (972) 460-6798 to schedule a consultation.
What Our Clients Are Saying
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"Connor was excellent in handling my case."Connor was excellent in handling my case. His knowledge and professionalism was outstanding. The Haugen Law office was incredibly friendly and professional. What a wonderful team to work with! I highly recommend them if you are looking for high quality lawyers.
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"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.
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"I highly recommend Conner for any legalities you may be facing. Worth. Every. Penny!"I have nothing but good things to say about Conner & his staff. Everyone has been so polite & timely through this 6 month process. Conner has superseded what I thought was going to be the end of the world. I highly recommend Conner for any legalities you may be facing. Worth. Every. Penny!
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"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.
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"Assured That I Am In Good Hands"I had no idea how this all would work. But, no matter how small and confusing my questions were they were all treated with importance and taken seriously. I was never pushed, but was always assured that I am in good hands. I was able to trust John, which is rare. I have no second thoughts about having him as my lawyer or recommending him to my loved ones.
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"I have only positive things to say about my experience with Haugen Law Firm."I have only positive things to say about my experience with Haugen Law Firm. Conner and his team provided me excellence legal counsel with clear communication and prompt responses. He lead with a high degree of professionalism and competency. Above all, he showed high levels of empathy and made sure that I was listened to, communicated to, and comfortable with every step of the legal process. I would highly recommend Haugen Law Firm to any friends or family members with any legal needs.
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"Not Enough Money Or Words To Show How I Feel"I don't have enough money or words to show how I feel. I can't express enough how much I really appreciate everything.