Tax Planning Attorneys in Texas

33 tax planning firms in Texas, by county and firm type.

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.

33 firms

FirmLubbock, TX

Beck Law Firm PLLC

Serves 6 counties

Lubbock firm serving Lubbock County and the surrounding South Plains, handling wills, trusts, estate tax planning, and probate alongside business and real estate work. Of Counsel Samuel Hawthorne is board certified by the Texas Board of Legal Specialization in both Estate Planning and Probate Law and Tax Law, and is also a licensed CPA.

PracticesEstate PlanningProbateTax PlanningBusiness Lawand 2 more

Office: 4910 Lakeridge DrLubbock, TX 79424
Phone: (806) 304-7946

FirmFort Worth, TX

The Blum Firm, P.C.

Since 1980 · Serves 5 counties

Fort Worth estate and tax specialty firm of more than 30 attorneys, with offices in Dallas and Austin, founded by Marvin Blum in 1980. Represents executors and trustees in probate court matters, trust funding, asset disclaimers, contested probate, and estate tax return preparation, and litigates fiduciary disputes on both sides.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more

Office: 777 Main Street, Suite 550Fort Worth, TX 76102
Phone: (817) 334-0066

Solo PracticeLaredo, TX

The J.M. Dickerson Law Firm PLLC

Serves 5 counties

Laredo firm serving Webb and Zapata counties since 1995, with a second office in New Braunfels. Joseph Michael Dickerson is board certified in estate planning and probate law by the Texas Board of Legal Specialization, and handles probate court filings, creditor and beneficiary notice, asset inventories, and distribution, plus wills, trusts, and business formation.

PracticesEstate PlanningProbateTax PlanningAsset ProtectionBusiness Formation

Office: 2 Lindenwood Dr.Laredo, TX 78045
Phone: (956) 791-5422

Free consultation

FirmConroe, TX

Dossey & Jones, PLLC

Since 1972 · Serves 3 counties

Conroe firm just north of The Woodlands, serving Montgomery, Harris, and Walker counties since 1972. Partners Jim Dossey and Paige Jones are both board certified in estate planning and probate law by the Texas Board of Legal Specialization, and Dossey is also a CPA board certified in tax law. Handles probate administration, heirship, small estate affidavits, and guardianship.

PracticesEstate PlanningProbateTax PlanningGuardianshipand 3 more

Office: 600 River Pointe Dr., Suite 200Conroe, TX 77304
Phone: (281) 410-2792

Free consultation

FirmSouthlake, TX

Guthrie Law Firm, PLLC

Serves 3 counties

Southlake and Dallas firm serving the Dallas-Fort Worth Metroplex, with attorneys carrying a combined 84 years of experience. Represents executors and administrators through probating wills, locating assets, legal notices, estate inventories, and estate and gift tax returns. Shannon Guthrie is board certified in estate planning and probate law.

PracticesEstate PlanningProbateTax PlanningBusiness Formationand 3 more

Office: 450 N. Kimball Ave, Suite 140Southlake, TX 76092
Phone: (817) 482-6280

FirmSan Angelo, TX

Hay, Wittenburg, Davis, Caldwell & Bale L.L.P.

Since 1983 · Serves 6 counties

San Angelo civil practice firm established in 1983 and serving the Concho Valley and West Central Texas. Its five partners, who have practiced together since 1987, handle probate, estate planning, taxation, and trust law alongside real estate and general civil work in state and federal courts.

PracticesEstate PlanningProbateTax PlanningTrusts

Office: One E. Twohig, 3rd FloorSan Angelo, TX 76903
Phone: (325) 658-2728

FirmAustin, TX

Jackson Walker LLP

Serves the whole state

Texas firm whose Trusts & Estates group works from six offices statewide, including Austin, for families, family offices, and closely held businesses. Handles probate, trust, and guardianship administration, fiduciary advice to executors and trustees, and trusts and estates litigation, alongside wealth transfer, business succession, and charitable planning.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 100 Congress Avenue, Suite 1100Austin, TX 78701
Phone: (512) 236-2000

FirmFrisco, TX

Jordan Monk Reber, PC

Since 1994 · Serves the whole state

Frisco firm established in 1994 serving Dallas, Collin, and Denton counties, including clients settling a Texas estate from out of state. Its seven lawyers counsel executors through estate administration and probate, prepare death tax and fiduciary income tax returns, and resolve estate and trust conflicts. Most partners are board certified in estate planning and probate law.

PracticesEstate PlanningProbateProbate LitigationTax PlanningBusiness Succession

Office: 3211 Internet Blvd., Suite 230Frisco, TX 75034
Phone: (972) 392-1123

FirmTemple, TX

Linzy & Thigpen, Attorneys at Law

Serves 5 counties

Central Texas estate planning firm with more than 95 years of combined legal experience. Attorneys provide estate planning, probate, tax preparation and consultation, and business law services to the Temple and greater Central Texas area.

PracticesEstate PlanningProbateTax PlanningGuardianshipand 4 more

Office: 17 N. 25th StTemple, TX 76504
Phone: (254) 773-1663

FirmMidland, TX

Lynch, Chappell & Alsup

Since 1959 · Serves 8 counties

Midland firm on N. Marienfield serving the Permian Basin since 1959. Helps families administer a deceased relative's estate under a will or under Texas law where there is none, and represents executors, administrators, and trustees in estate administration proceedings alongside trust and estate tax planning.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 3 more

Office: 300 N. Marienfield, Suite 700Midland, TX 79701
Phone: (432) 683-3351

FirmHouston, TX

Harold "Hap" May, P.C. Attorneys at Law

Serves 2 counties

West Houston firm on S. Dairy Ashford handling probate alongside business and tax work. Probate services include will admission, contested wills, intestate heirship and dependent administration, muniment of title, trust litigation, and receivership. Founder Harold "Hap" May is a CPA with an LLM in tax law.

PracticesEstate PlanningProbateProbate LitigationTrust Litigationand 7 more

Office: 1500 S. Dairy Ashford, Suite 325Houston, TX 77077
Phone: (281) 407-5609

FirmBoerne, TX

McCammon Law, P.C.

Since 2009 · Serves 3 counties

Boerne firm on Frey Street working across Kendall, Comal, and Bexar counties, including Boerne, New Braunfels, and San Antonio. Handles probate and estate administration and trust administration alongside wills, trusts, estate tax planning, and business succession. Shawn McCammon opened the firm in 2009; clients outside the Boerne area can work through its virtual process.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 4 more

Office: 602 Frey St.Boerne, TX 78006
Phone: (830) 251-2115

Free consultationVirtual consultations

FirmFort Worth, TX

Bourland, Wall & Wenzel, P.C.

Since 1983 · Serves 2 counties

Serves Tarrant and Dallas counties from Commerce Street in Fort Worth. Its Probate, Trust and Estate Administration section handles administration of estates and trusts after a death, including postmortem tax planning, and its fiduciary litigators represent beneficiaries, trustees, executors, and guardians in will contests, heirship determinations, and breach of fiduciary duty cases.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 7 more

Office: 301 Commerce Street, Suite 2500Fort Worth, TX 76102
Phone: (817) 877-1088

FirmHouston, TX

Davis & Willms, PLLC

Serves 3 counties

Serves Harris County and the surrounding Houston area from Timmons Lane near the Galleria. Represents executors and trustees through probating the will, administering the assets, filing a federal estate tax return where required, and distributing to individuals or trusts, and represents beneficiaries protecting their interests. Both partners are board certified in Estate Planning and Probate Law.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 4 more

Office: 3555 Timmons Lane, Suite 1250Houston, TX 77027
Phone: (281) 786-4500

FirmDallas, TX

Davis Stephenson, PLLC

Serves 4 counties

Serves Dallas County and the surrounding North Texas area from 100 Crescent Court in downtown Dallas. Carries probate, estate administration, and trust administration alongside its planning work, with charitable, tax, and family business planning. All four attorneys are board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningBusiness Succession

Office: 100 Crescent Court, Suite 440Dallas, TX 75201
Phone: (214) 396-8800

FirmCorpus Christi, TX

Davis, Hutchinson & Wilkerson, L.L.P.

Since 1994 · Serves 4 counties

Corpus Christi firm on N. Carancahua, formed in 1994, serving Nueces County and the surrounding Coastal Bend. Its attorneys guide executors and trustees through every phase of administering and distributing estates and trusts, handle guardianships, and represent estates before the IRS on estate and gift tax matters. Four of its attorneys are TBLS board certified in estate planning and probate law.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 3 more

Office: 802 N. Carancahua, Suite 1500Corpus Christi, TX 78401
Phone: (361) 882-2272

FirmAustin, TX

Eccles, McIntosh & Paymaster, PC

Serves 5 counties

Austin firm on W. 16th Street working primarily in Travis, Hays, and Williamson counties, and case by case across Central Texas and the major metros. The attorneys handle dependent and independent administrations, intestate estates, heirship determinations in probate court, muniment of title, affidavits of heirship, and annual accountings. Two partners are also CPAs.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 7 more

Office: 506 W. 16th St.Austin, TX 78701
Phone: (512) 617-1974

FirmAustin, TX

Hopper Mikeska, PLLC

Serves 3 counties

Austin firm off South Mopac serving the greater Austin area and courts across Texas. The attorneys advise executors, administrators, trustees, and beneficiaries through opening probate, gathering assets, notifying creditors, responding to claims, filing tax returns, and distributing. Founding partners Craig Hopper and D'Ana Mikeska are both board certified in Estate Planning and Probate Law.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 6 more

Office: 901 South Mopac Expressway, Barton Oaks Plaza II, Suite 570Austin, TX 78746
Phone: (512) 615-6195

Solo PracticeThe Woodlands, TX

Knighton & Stone, PLLC

Since 2001 · Serves 2 counties

Serves Montgomery and Harris counties from Timberloch Place in The Woodlands. On the settlement side it collects estate assets, handles income tax administration of estates and trusts, works disclaimer planning, and represents executors, trustees, and beneficiaries in estate and trust litigation. Jay V. Knighton II is board certified in Estate Planning and Probate Law.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 2202 Timberloch Place, Ste. 250The Woodlands, TX 77380
Phone: (281) 681-3004

FirmDallas, TX

Mincey-Carter, PC

Since 2005 · Serves 4 counties

Serves Dallas County and the surrounding North Texas area from Merit Drive in north Dallas. Walks executors and trustees through Texas probate with an eye to limiting conflict among beneficiaries and exposure for the fiduciaries, alongside estate tax planning and business succession work. Founding partners Jim Mincey and Scott Carter are both board certified in Estate Planning and Probate Law.

PracticesEstate PlanningProbateTax PlanningBusiness SuccessionTrusts

Office: 12221 Merit Drive, Suite 200Dallas, TX 75251
Phone: (469) 916-1980

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Estate planning attorneys in Texas average $387 an hour for wills and estates work. A flat-fee package runs $1,161 to $2,322 for a simple individual will and $4,130 to $6,195 for a basic revocable trust. An online service prices the same documents in the tens to low hundreds of dollars; the Texas will cost calculator sets the two side by side.

In Texas, estates valued at $75,000 or less use the Small Estate Affidavit, 30 days after death, a court filing short of full probate. That route is a form rather than a court case, and most families handle it without an attorney. Above the line, formal probate generally benefits from counsel for the procedural work, even when nothing is contested. The Texas probate calculator estimates the cost by estate value.

In Texas, the situations where counsel is typically worth the cost are: a blended family with children from a prior relationship (community property rules can produce a surprising split); a business, rental property or significant investment assets; a dependent with special needs, who needs a special-needs trust to keep benefits; substantial property in more than one state. Where none of these apply, an online or self-help document is often enough.

Filter the directory by county and by the practice area you need, and look for experience with your situation; a board certification in estate planning, trust or probate law is a strong signal. Most Texas estate planning attorneys offer an initial consultation, some free and some for a flat fee. Ask up front whether the firm bills by the hour or by package, and what your situation is expected to cost.

Tax Planning Attorneys in Texas

Estate planning attorneys in Texas charge $387 per hour for wills and estates work. A simple will done through an attorney typically runs $1,161–$2,322; online services cost $30–$300 for the same document.

Texas is a community property state. For blended families with children from prior relationships, the default rules can produce inheritance outcomes neither spouse intended — that's the most common case where retaining counsel here is worth the cost.

Estates under $75,000 in Texas can use a simplified affidavit instead of formal probate. Most families in that range can handle it without retaining counsel.

SimplyTrust Editorial·Updated October 15, 2026

Legal Sources

Data sourced from Texas statutes and official state code. How we research.

Forms for Planning and Settling an Estate in Texas

Free Texas forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Free

Last Will and Testament

In Texas, a will is signed before 2 witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimony.

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Free

Pour-Over Will

In Texas, a pour-over will is signed before 2 witnesses and moves anything left outside the trust into it through probate.

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All Texas forms

Tools for Planning and Settling an Estate in Texas

Free calculators and checklists for planning or settling an estate in Texas: will and trust costs, probate, executor pay, and inheritance taxes.

How Much Are Estate & Inheritance Taxes?

Texas levies no estate or inheritance tax; only the federal estate tax applies above $15,000,000.

Use Calculator

What Taxes Apply to My Inheritance?

Texas imposes no inheritance or estate tax; probate assets arrive when the estate closes, 4 months to 6 months for a simple estate.

Learn More

How Does Step-Up in Basis Work?

Inherited assets in Texas take a basis reset to fair market value on the date of death, and the gain on a later sale faces no state capital gains tax.

Use Calculator

When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

Check Withdrawal Rules

What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in Texas runs $4,130 to $6,195 and a simple will $1,161 to $2,322, against $0 to $549 up front plus a subscription with an online service.

Compare Costs

All Texas tools