Your Estate. Your Wishes. Your Plan.

If you don't have an estate plan, Texas has a plan for you, but you probably won't like it.

Most people are surprised to learn that they already have an estate plan. That's because Texas law already has an estate plan for anyone who fails to plan on their own. Unfortunately, those laws may force your estate to pass in a way that is much different from what you want for your family, loved ones and charities.
The state plan could result in temporary or permanent foster care for your children, courtroom battles over who should raise your children, and completely exclude your friends, charities and some family members. The state plan arbitrarily decides which of your relatives will get your property, how much each gets and when they receive it. You shouldn't voluntarily choose the State of Texas plan for your loved ones.
You want some control to insure that these matters are handled privately by your family, not by the courts. You decide who receives what and when. And, if you have young children, you decide who will raise them if you can't.
Let us help you create a plan that puts you in control, and protects your assets and loved ones in exactly the way you want!

Estate planning doesn't have to be complicated or expensive.

If you don't think you can afford or want a complex estate plan now, start with the essential protection you and your loved ones need. For a young family or single adult, that may mean a will, and powers of attorney for your assets and health care decisions. Then, let your planning develop and expand as your circumstances and laws change. An experienced attorney, with knowledge of current Texas and Federal laws, rather than DIY generic forms, will best address with your concerns and deliver the peace of mind that you deserve.

Planning will help you organize your records, titles and beneficiary designations.

Would your family know where to find your financial records, titles, and insurance policies if something happened to you?

Our estate planning clients:

  • Receive our estate organizer we created so you can smoothly assemble the information your loved ones will need if something happens to you. If you have ever been invoved in handling someone else's estate, you know how beneficial and welcome this organization will be.
  • Receive a review of all beneficiary designations and titles affecting your estate property and accounts. Beneficiary designations can be out-of-date, invalid or not consistent with your plan. Naming the wrong beneficiary on your tax-deferred plan can lead to devastating tax consequences. It is much better for you to take the time to do this correctly now than for your family to pay an attorney to try to fix things later.

Not all law firms offer these services.

We work with your Trusted Advisers.

With your permission, we work directly with your accountant, financial planner, life insurance agent and other professional advisers to ensure that the components of your estate plan are consistent with the strategies and goals you have in place with them.

What You Will Experience with our Practice

  • I believe "The best client is a very knowledgeable client." I want to answer all of your questions and address all of your concerns. And I will do so on your schedule.
  • I will spend whatever time is needed to listen to you and get a thorough understanding of your circumstances, your family and your goals and special desires.
  • You will be treated like a respected member of our family and, I hope, become a good, long term friend.
  • I help you gather the information we need to complete your planning. Because of big recent changes to estate tax laws which exempt many people from estate tax liabilities, I usually do not need as much detail as your tax or financial planning adviser.
  • I diligently prepare your documents and meet with you, either in person or for convenience by email, to review, answer questions or make changes. If our client has mobility issues we can come to you.
  • I provide notary and witness services when it is time to sign your documents.
  • My goal is that you will want to tell others your experience with my law firm was enjoyable, efficient and a lot easier than you expected. I pledge to work with you to accomplish this.

I have been practicing law in North Texas for a long time. I am dedicated to placing my estate planning clients, their families and their unique challenges in the best possible position. What I enjoy the most are the continuing relationships I have with families I serve, often with several generations. Exceptional estate planning is a primary focus of my law practice. I stay in contact with my clients to learn if their plans change and are up to date with the latest Texas and Federal laws.

The Capelle Law Firm provides comprehensive estate planning services in Plano, Frisco, Collin County, Denton County and the Dallas area. Call 214-387-6040 now to schedule a complimentary, no obligation consultation