Estate Planning Attorneys in Austin, TX

We did the hard work of finding trustworthy partners in Austin, TX. Fill out the form to get connected.

Get Legal Help With Your Estate Plan


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Austin, TX Estate Planning Law Firms

Barnes Lipscomb Stewart & Ott PLLC
4 out of 5
Location 2500 Bee Caves Rd #150, Austin, TX 78746, USA
Phone (512) 328-8355
Mike Massey Law
5 out of 5
Location 8911 N Capital of Texas Hwy #3210, Austin, TX 78759, USA
Phone (888) 407-2407
StoneMyers Law PLLC
5 out of 5
Location 3309 W Slaughter Ln, Austin, TX 78748, USA
Phone (512) 553-9095
Estate Planning Lawyers in Austin, TX

Where Estate Planners in Austin, TX Serve

Austin, the capital of Texas, is a bustling city filled with rich history, vibrant culture, and a diverse population. The city is home to several iconic landmarks such as the Texas State Capitol, the University of Texas Tower, and the famous bat bridge. Top employers in Austin include tech giants such as Dell, IBM, and Apple, as well as healthcare providers like St. David's Healthcare and Seton Healthcare. The city is connected by several major highways and streets, including I-35, Mopac Expressway, and Congress Avenue. Austin is also known for its unique neighborhoods, each with its own distinct personality and charm. From the trendy and eclectic vibe of South Congress to the upscale and luxurious feel of Westlake Hills, there is something for everyone in this dynamic city.

Financial Services Related to Estate Planning in Austin, TX

Banks and Credit Unions

Residents of Austin, TX would be helped by a bank in a variety of ways. One of the most common ways is through access to financial resources, such as loans or credit cards, that can help them achieve their financial goals. Additionally, banks can provide convenient and secure ways to manage money, such as online banking and mobile apps. Specifically in Austin, TX, banks can also support the local economy by providing funding for small businesses and entrepreneurs. With a thriving startup scene and a growing population, Austin residents can benefit greatly from the services and resources provided by their local banks.

Insurance Broker

An insurance broker can be a valuable resource for residents of Austin, TX. With the city's growing population and diverse economy, it can be overwhelming to navigate the various insurance options available. A broker can help individuals and businesses in Austin find the best coverage for their specific needs and budget. For example, with the city's hot and humid summers, a broker can help homeowners find comprehensive coverage for potential damage from severe weather, such as hailstorms or flooding. Additionally, with Austin's thriving music and entertainment scene, a broker can assist musicians and performers in securing liability insurance for their gigs and events. Overall, an insurance broker can provide personalized guidance and support to ensure that residents of Austin have the protection they need.

Retirement Planning

Residents of Austin, TX can benefit greatly from the expertise of a retirement planner. With a booming economy and a rapidly growing population, Austin presents unique challenges and opportunities for those planning for retirement. A skilled planner can help residents navigate the city's complex tax laws and investment landscape to maximize their savings and ensure a comfortable retirement. Additionally, with Austin's vibrant cultural scene and diverse population, a retirement planner can help residents plan for the unique challenges and opportunities that come with living in such a dynamic city. Whether it's navigating the city's healthcare system or planning for long-term care, a retirement planner can provide the guidance and support needed to help residents of Austin enjoy a secure and fulfilling retirement.

Wealth Management

Residents of Austin, TX can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized investment advice and portfolio management. With Austin's booming economy and growing population, there are many opportunities for residents to invest in real estate, technology, and other industries. A wealth manager can help individuals navigate these opportunities and make informed decisions about where to allocate their funds. Additionally, with Austin's high cost of living and competitive job market, a wealth manager can assist with financial planning and goal setting to ensure that residents are on track to achieve their long-term financial objectives. Overall, a wealth manager can provide invaluable guidance and support to help Austin residents build and protect their wealth.

Financial Advisor

Residents of Austin, TX could benefit greatly from the guidance of a financial advisor. With the city's growth and booming economy, it can be difficult to navigate financial decisions such as purchasing a home or saving for retirement. A financial advisor can help residents create a personalized plan to reach their financial goals, whether that be investing in the local tech industry or taking advantage of the city's vibrant real estate market. Additionally, with Austin's high cost of living, a financial advisor can assist residents in creating a budget and finding ways to save money. Overall, a financial advisor can provide invaluable support for Austin residents looking to secure their financial future in this exciting and dynamic city.

Mortgage Loan Officer

Residents of Austin, TX can benefit greatly from the expertise of a mortgage loan officer when it comes to purchasing a home or refinancing their current mortgage. With the city's booming real estate market, a loan officer can help residents navigate the complex and competitive market to find the best loan options that fit their individual needs. Additionally, with Austin's unique blend of urban and rural areas, a loan officer can provide specialized knowledge on the various neighborhoods and communities within the city, helping residents make informed decisions on where to buy or refinance their homes. Overall, a mortgage loan officer can offer invaluable guidance and support to residents of Austin, TX looking to achieve their homeownership goals.

Tax Services

Residents of Austin, TX can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by helping them navigate the complex tax laws in the state of Texas. With the city's growing population and booming economy, tax laws are constantly changing, and it can be challenging for individuals to keep up with the latest regulations. A tax advisor can help residents understand the tax implications of buying or selling property, starting a business, or any other financial decision they may make. Additionally, with the high cost of living in Austin, a tax advisor can help residents find ways to save money on their taxes, such as by taking advantage of tax deductions and credits. Overall, a tax advisor can provide invaluable guidance and support to residents of Austin, TX, helping them make informed decisions about their finances and achieve their financial goals.

Austin, TX Financial Resources

Austin, TX Chamber of Commerce

Austin, TX Public Library


Wills, Trusts, and Other Estate Law FAQs