Paul A. Sartin
A Wills and Trusts Attorney

There is no time like the present to address what will happen to your family when you die or become incapacitated and you are unable to manage your own affairs. The decisions you make today will make the lives of the people you care for easier by protecting the assets from creditors or divorces, and providing financial security after your passing. Contact an experienced and successful wills and trusts attorney in Dallas with any legal questions or concerns, and your free consultation.

WHAT IS A WILL?

A will or is your last word to the court for instructions on the handling of your property and affairs. A will’s instructions are limited to those assets and matters under the jurisdiction of the probate court. Your will must be in writing and must be signed by you and two witnesses. The witness must attest to your signing the will and also have seen each other witness your will. The failure to strictly adhere to Texas’ legal formalities will invalidate your will.

WHAT IS A TRUST?

A revocable living trust is a legal device that can be used to manage your property during your lifetime and to distribute your property after your death. A revocable living trust is established by a written agreement or declaration, which appoints a “trustee” to administer the property transferred to the trust, and which gives detailed instructions on how the property is to be managed and eventually distributed. Wills, trusts, and estates law deals with how an individual or couple plans for the future. Conversely, it deals with the ways that an individual’s family did not plan for the future. A will and trust attorney is often needed for one of two reasons:

1. To arrange a will, a trust, or other estate planning tool to protect one’s assets for children and other beneficiaries.

2. To get help when someone else’s will and/or estate is not in order, leaving behind problems for children and/or beneficiaries.

The wills and trusts attorneys at Sartin Law focus on effectively handling the legal needs of our clients. Our trust lawyers take the time to fully understand your situation and will help to ensure a smooth process of establishing a will or trust. Dallas wills and trusts attorneys at Sartin Law represent individuals, couples, families, and business owners in:

  • Drafting living trust and will documents
  • Determining beneficiaries of wills and trusts
  • Estate planning and administration
  • Probate court issues

Anyone with any level of assets will benefit from estate planning, not just the wealthy. When someone passes away having made a will or trust, his or her estate will be dealt with by state probate laws, which are not necessarily in accord with how that person would wish. There are many benefits of estate planning. When you work with a Dallas trusts and estates attorney at Sartin Law, you can be confident that you will be able to:

  • Choose the executor or trustee who will handle your
    estate after you have passed
  • Provide for your immediate family’s future
  • Minimize the cost of transferring your assets to beneficiaries you’ve designated
  • Get your property to beneficiaries quickly
  • Reduce the taxes on your estate
  • Help ensure that your business continues to prosper after your passing
  • Help a favorite charitable cause
  • Plan for the possibility of becoming mentally and/or physically incapacitated
  • Describe your wishes regarding your burial and funeral

The Dallas wills and trusts attorneys at Sartin Law are committed to providing its clients with legal services of the highest quality with a personal, individualized approach to its representation. We pride ourselves in the accessibility of our experienced attorneys, and in the thoughtful manner we solve problems for our clients. Whether you are concerned about the validity of a will or trust, the conduct of an executor or trustee, an estate distribution, rules of inheritance, or would like help drafting your own will and/or trust, we have the knowledge and experience to guide you.

WHAT IS PROBATE?

Probate is a legal process whereby a court oversees the distribution of assets left by a deceased person. Assets are anything a person owns with value, such as real and personal property and cash, for instance.

Grieving the loss of a loved one is difficult enough without having to also deal with the legalities of their estate. Most people’s estates need to go through probate, which is the legal process of settling the estate. If someone dies with a will and has named a personal representative, often called an executor, this person will be responsible for administering the estate. If someone dies without a will or did not appoint a personal representative in the will, the probate court will appoint one.

It is essential to work with an experienced legal team to protect your interests and help you through the estate administration process. The Dallas probate lawyers at Sartin Law understand that the role of an estate administrator can be complex and demanding. Our probate Dallas attorneys are committed to providing thorough, personalized representation through every step of the process. At Sartin Law, we provide sound counsel and guidance throughout the entire administrative process from the appointment of the executor through the final closing of the estate. This includes:

  • Preparing the estate – before an estate’s assets can be distributed, it is essential to clear up the estate. Our attorneys will help estate administrators clear titles, satisfy creditors, pay expenses, collect debts and organize the assets of the estate.
  • Determining heirship – with a valid will, the heirs should be determined with clarity. However, some estate plans are not as clear as an estate administrator would hope, and other estates do not have valid wills. The attorneys at Sartin Law have the legal knowledge and experience to determine the appropriate heirs.
  • Distribution of property – distributing the appropriate assets in the correct manner to the estate’s heirs.
  • Probate hearings – representing and helping you throughout the various hearings that can be required throughout the process.
  • Estate tax elections and filings – it is essential to pay any taxes within nine months of the date of death. Our attorneys can help you choose the appropriate elections and file the appropriate tax forms to complete the estate administration process.

The trust and estates lawyers in Dallas at Sartin Law represent clients in all manner of probate cases. We provide families and individuals with the legal representation and counsel they need to protect their interests during probate proceedings. In addition, we offer the legal services an individual will need to protect themselves, their assets and provide for their loved ones in the future.

Contact Our Office Today

At 214-599-2838 for a free consultation

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