The Touchstone Approach to Estate Planning and Probate

Our team brings a wealth of experience in estate planning, from drafting and reviewing wills to developing strategies that minimize estate taxes. When challenges arise, we’re also equipped to provide robust legal representation in probate court in Dallas and throughout Texas.

Our Process

Comprehensive Consultation

We take the time to understand your unique family dynamics, assets, and wishes.

Tailored Planning Strategies

We develop customized plans that address your specific needs and goals.

Tax Optimization

Our team works to minimize estate taxes, preserving more of your wealth for your beneficiaries.

Regular Reviews

We offer ongoing support to ensure your estate plan remains current as your life changes.

Touchstone Makes the Difference in Your Case

At Touchstone, we understand the importance of clear communication and personalized attention in estate planning and probate. Here’s why we stand out

  • Extensive experience in estate planning and probate litigation
  • Deep understanding of Texas probate procedures and inheritance laws
  • Proven track record of creating robust estate plans that withstand challenges
  • Efficient and collaborative resolution strategies that achieve favorable outcomes

Estate Planning Efficiency In and Out of the Courtroom

While our goal is to create comprehensive estate plans that minimize disputes, we’re also prepared to defend your assets should conflicts arise. Our familiarity with both planning and litigation allows us to anticipate potential challenges and build strong defenses into your estate documents.

Our Estate Planning Services

  • Drafting and updating wills
  • Creation of trusts
  • Establishing powers of attorney
  • Minimizing federal estate, gift, and transfer taxes
  • Charitable giving strategies
  • Probate litigation

Contact Us

Ready To Defend

Contact Touchstone Bernays today by phone or online form