Customized estate planning designed specifically for each person.
Atrium Legal Group, PLLC handles estate planning & trusts matters for clients in Rockwall, Garland, Dallas, and the greater Dallas–Fort Worth area from its main office at 1131 W Yellow Jacket Lane, Rockwall, TX. Call (469) 402-3030.
Our estate planning and probate lawyers in Rockwall combine years of legal expertise with an honest, down-to-earth approach. At Atrium Legal Group you are a person, not just a client.
Estate plans are coordinated with your business planning and, where it helps, your financial strategy.
A simple Will dictates how you want all of your property to be distributed and names an Executor. Wills must be probated.
Assets in the trust are not subject to probate administration, and a named successor Trustee can manage your affairs if you become incapacitated — which may avoid a guardianship proceeding.
An Irrevocable Life Insurance Trust owns one or more life insurance policies, providing liquidity for estate taxes without adding to the value of the estate.
Allows a disabled individual to benefit from an estate without disqualifying them from government benefits.
Adjusts an individual’s income downward, usually to establish eligibility for Medicaid.
Lets the people you designate manage your financial affairs or consent to medical care if you are unable to.
Frequently asked
Many people assume everything passes to a surviving spouse if there’s no Will. In Texas, if you don’t have a valid Will, state law decides where your assets go and who administers your estate — and children from a previous marriage can become primary heirs ahead of a surviving spouse. A Will lets you decide instead.
It depends on your situation. Do you want to avoid probate entirely? Do you own real estate in more than one county or in another state? Do your beneficiaries or executors live out of state? Questions like these shape the recommendation — which is why it starts with a consultation.
You move assets out of your individual name and into a trust you control. Assets held in the trust generally aren’t subject to probate, and the trust can release assets over time instead of in one lump sum. Property left outside the trust may still pass under your Will and go through probate — so “funding” the trust matters.
Generally every two to three years — and right away after a major life change: a birth, death, marriage, divorce, or disability; a big change in net worth; buying or selling a business; moving to another state; or a change in tax law.
It depends on your situation. Unless there’s a dispute among family members, the firm can normally quote a set fee for estate planning services after a consultation. Atrium Legal Group charges a fee for all consultations.
General information only — not legal advice. Every situation is different; talk with an attorney about yours.
Begin here
Atrium Legal Group charges a fee for all consultations. Evening appointments available upon request.