Estate Planning Attorney in Plano, TX

Flat-fee estate plans for Plano families. Wills, trusts, powers of attorney — explained in plain English.

Plano is one of the wealthiest and most corporate suburbs in the Dallas-Fort Worth metroplex. It is home to the headquarters of Toyota Motor North America, Liberty Mutual, Frito-Lay, and numerous other major companies. The city draws high-income professionals and their families, many of whom relocated from other states. Plano residents tend to have significant assets: homes with real equity, retirement accounts, stock compensation, and life insurance policies. These are the building blocks of an estate that needs a plan.

We serve Plano families through a virtual process. Jon Miller is licensed in Texas and handles the consultation, plan design, and document review by video call. Your signing package is shipped directly to your Plano address, and we coordinate mobile notary services in the area. For professionals who are used to handling business online, the process is seamless.

Plano is in Collin County, and probate goes through the Collin County Probate Court. For families with the asset levels typical in Plano, a revocable living trust is the standard tool to avoid probate, maintain privacy, and ensure a smooth transfer of wealth.

Texas Estate Planning Law

Texas is a community property state with some of the strongest homestead protections in the country. The Texas homestead exemption is unlimited in value for qualifying property, which creates unique estate planning opportunities and constraints. Texas also has specific rules around independent administration of estates, which can simplify probate when properly set up. The state does not have a state income tax or state estate tax, but federal estate tax thresholds still apply.

Frequently Asked Questions — Plano

Ready to Protect Your Family?

Schedule a free consultation with Jon Miller. We serve Plano and surrounding communities with flat-fee estate plans built around your family.

Our Office

1010 North 500 East, Suite 200

North Salt Lake, UT 84054

801-872-9889

info@jonmillerlaw.com