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At The Cleverly Law Firm, we see estate planning as a way to preserve your family’s values, not just distribute assets. We have been helping Texas families find peace of mind for over two decades.

Our approach goes beyond paperwork. We create tailored strategies that secure your family’s future, whether you’re a young parent, an entrepreneur, or planning for retirement. With The Cleverly Law Firm, you’re partnering with someone who truly understands the importance of your family’s legacy.

Comprehensive Estate Planning Services

Estate planning isn’t just for the wealthy or the elderly. It’s a crucial step for anyone who wants to ensure their wishes are respected, and their loved ones are cared for. Our comprehensive services cover all aspects of estate planning, tailored to your specific needs.

Wills and Trusts

Whether you know it or not, you and everyone else has an estate plan already in place. It is one that the government provides by default if you pass away without a will or trust in place. In Texas, this is known as dying “intestate” and the state decides how your assets are distributed. This can lead to outcomes that may not align with your wishes.

We help you create a will that clearly outlines your desires, from asset distribution to guardianship of minor children. But sometimes, a will alone isn’t enough. That’s where trusts come in.

Trusts offer additional benefits, such as:

  • Avoiding probate
  • Ensure that your children do not simply inherit everything outright at age 18
  • Providing for loved ones with special needs
  • Minimizing estate taxes
  • Protecting assets from creditors

Whether you need a simple living trust or a more complex special needs trust, we’ll guide you through the options and help you make informed decisions.

Powers of Attorney and Advance Healthcare Directives

Estate planning isn’t just about what happens after you’re gone. It’s also about protecting yourself and your family while you’re still here. That’s where powers of attorney and advance healthcare directives come in.

A power of attorney allows you to designate someone you trust to make financial decisions on your behalf if you become incapacitated. An advance healthcare directive (also known as a living will) outlines your wishes for medical care if you’re unable to communicate them yourself.

These documents can save your family from having to make difficult decisions during an already stressful time. We’ll help you think through these scenarios and create documents that reflect your wishes.

Guardianship Planning

For parents of minor children, guardianship planning is crucial. Who would you want to raise your children if something happened to you and your spouse? By naming both short and long-term guardians, you can ensure your children will be cared for by someone you trust, rather than leaving the decision to the courts.

Why Choose an Aledo Estate Planning Attorney?

When it comes to estate planning, local knowledge matters. Texas laws governing estates and probate are unique, and working with an attorney who understands these nuances can make all the difference.

At our firm, we bring deep knowledge of Texas estate laws to every client interaction. We’re not just familiar with the statutes; we understand how they’re applied in Parker County courts. This local experience allows us to create estate plans that stand up to scrutiny and truly serve our clients’ needs.

Moreover, as members of the Aledo community ourselves, we provide personalized service that takes into account the specific concerns and values of our neighbors. We’re not just your attorneys; we’re your partners in securing your family’s future.

The Estate Planning Process

Creating an estate plan might seem daunting, but we’ve refined our process to make it as smooth and stress-free as possible.

  1. Initial Consultation: We start with a conversation. This is your chance to share your concerns, ask questions, and get to know us.
  2. Assessing Your Situation: Every family is different. We take the time to understand your specific circumstances, goals, and challenges.
  3. Drafting Documents: Based on our discussions, we’ll create customized estate planning documents that reflect your wishes and comply with Texas law.
  4. Review and Signing: We’ll go over every document with you, explaining each clause in plain English. Once you’re comfortable, we’ll finalize and sign the documents.
  5. Periodic Reviews: Life changes, and your estate plan should, too. We recommend reviewing your plan every few years or after major life events.

Additional Legal Services

While estate planning is our primary focus, we understand that our clients often need support in related areas of law. That’s why we also offer:

Business Succession Planning

For our entrepreneurial clients, we offer business succession planning services. We’ll help you create a plan that ensures your business continues to thrive, even when you’re ready to step back.

Asset Protection Strategies

Protecting your hard-earned assets is an important part of estate planning. We can advise on strategies to shield your wealth from potential creditors or lawsuits, giving you an extra layer of financial security.

Our Client-Centered Approach

At The Cleverly Law Firm, we believe in putting our clients first. That means:

  • Clear Communication: We explain complex legal concepts in plain English, ensuring you understand every aspect of your estate plan.
  • Transparency: No hidden fees or surprise charges. We’re upfront about our pricing and what you can expect from our services.
  • Ongoing Support: Estate planning isn’t a one-time event. We’re here to help you update your plan as your life changes.

Our client-centered approach isn’t just about providing legal services – it’s about building lasting relationships based on trust and mutual respect. We’re not just your attorneys; we’re your partners in securing your family’s future.

Ready to Secure Your Family’s Future?

Estate planning is one of the most important steps you can take to protect your family and your legacy. At The Cleverly Law Firm, we’re here to guide you through every step of the process.

While our office is located in the heart of Aledo, we serve clients throughout Parker County and beyond. We’re easily accessible from Fort Worth and Weatherford, making us a convenient choice for families throughout the area.

Don’t leave your family’s future to chance. Contact us today to schedule your initial consultation. Let’s work together to create an estate plan that gives you peace of mind and secures your family’s future for generations to come.

Areas Served

Estate Planning
Lawyer Near Me

  • Aledo
  • Benbrook
  • Brock
  • Cresson
  • Godley
  • Granbury
  • Azle
  • Lake Worth
  • Millsap
  • Weatherford
F A Q

Frequently Asked Questions

When should I start estate planning?

The best time to start estate planning is now. While it’s easy to think of estate planning as something for older adults, the truth is that anyone over 18 can benefit from having basic documents in place. Life is unpredictable, and having an estate plan gives you control over what happens to your assets and loved ones, regardless of what the future holds.

How often should I update my estate plan?

We recommend reviewing your estate plan every 1-3 years or after any major life event such as:

  • Marriage or divorce
  • Birth or adoption of a child
  • Death of a beneficiary
  • Significant changes in financial situation
  • Moving to a new state
What happens if I die without a will in Texas?

If you die without a will in Texas, your estate will be distributed according to the state’s intestacy laws. This means the court decides who gets your assets, who will raise your children and who will control the distribution of your assets – all of which may not align with your wishes. Moreover, the probate process can be longer and more expensive without a will, potentially reducing the value of your estate.