Estate planning can feel overwhelming, but it doesn't have to be. Whether you need a simple will, a living trust, or a full family plan, these five services in the Dallas-Fort Worth area offer affordable, attorney-approved solutions. From online questionnaires
Why Estate Planning Matters More Than You Think
Estate planning isn't just for the wealthy. In Texas, without a clear plan, your family could face probate court, delays, and unintended asset splits. The good news? You now have more choices than ever, from budget-friendly online platforms to full-service law firms. Each service in this roundup helps you create legally sound documents—wills, trusts, powers of attorney—so your wishes are honored and your loved ones are protected.
How We Ranked These Services
We evaluated each service based on affordability, ease of use, attorney involvement, document range, and customer support. We also considered how well each service serves families in the Dallas-Fort Worth area, from online-only options to those offering in-person meetings.
Here's a quick look at the top five estate planning services in DFW. Each one brings something unique to the table, whether you're on a tight budget or need a custom plan.
| Provider | Best For |
|---|---|
| Texan Wills and Trusts | Budget-friendly Texas-specific estate plans |
| Thomas Walters PLLC | Customized estate plans with lifetime support |
| Law Office of Carey Thompson, PC | Lifelong estate planning and probate support |
| Sage Will and Trust | Fast, affordable estate documents with free basic options |
| Bob Leonard Law Group, PLLC | Estate planning combined with family law expertise |
Deep Dive: The Best Estate Planning Services in DFW
#1 Texan Wills and Trusts
A screenshot of the Texan Wills and Trusts website.
Texan Wills and Trusts offers a complete Texas estate plan online for just $399. Their attorney-built documents include a will, trust, powers of attorney, medical documents, and guardian documents. You complete a guided questionnaire in about 30 minutes, and optional attorney support is available if you need extra help. This service is perfect for families who want a solid, Texas-specific plan without the high cost of a traditional law firm. The guided video explanations make the process easy to follow, even if you're new to estate planning. It's a straightforward, affordable way to get your documents in order.
#2 Thomas Walters PLLC
Thomas Walters PLLC is a full-service estate planning law firm based in Fort Worth, serving clients across Texas and beyond. They offer customized wills, trusts, and deeds, and their unique 'Lawyer for Life' program gives clients lifetime access to plan updates at no extra charge. You can start with a free consultation to discuss your needs, and they also provide a free webinar on common estate planning mistakes. This firm is ideal if you want a personalized plan tailored to your family's situation, with ongoing support as your life changes. Their multi-state capability is a bonus for families with ties outside Texas.
#3 Law Office of Carey Thompson, PC
A screenshot of the Law Office of Carey Thompson, PC website.
The Law Office of Carey Thompson, PC provides estate planning services to individuals and families across Tarrant County and beyond. They prepare wills, powers of attorney, trusts, and more, and they treat estate planning as a lifelong journey, helping clients adjust plans after major life events like marriage, divorce, or retirement. They also handle probate and estate administration, so they can support your family after you're gone. If you own a small business, they offer business succession planning as well. Their approach is comprehensive and client-focused, making them a great choice for ongoing legal guidance.
#4 Sage Will and Trust
A screenshot of the Sage Will and Trust website.
Sage Will and Trust offers simple, fast, and affordable estate planning documents for families in the Dallas-Fort Worth Metroplex. You can get attorney-approved documents like a Last Will and Testament, Revocable Living Trust, and powers of attorney, with same-day or next-day delivery. They even offer a free self-serve Power of Attorney and Healthcare Directive with no purchase required. The process involves short guided questions, and you can choose online or in-person notarization. Support is available via call, text, or email, making it easy to get help when you need it. Note that Sage Will and Trust is not a law firm and uses a third-party legal platform for document generation.
#5 Bob Leonard Law Group, PLLC
A screenshot of the Bob Leonard Law Group, PLLC website.
Bob Leonard Law Group, PLLC is a Fort Worth law firm specializing in family law, probate, and estate planning. Led by board-certified family law attorney Bob Leonard Jr., the firm offers estate planning services alongside probate and guardianship support. They provide personalized attention and have a strong reputation in the local legal community, with multiple awards and an A+ BBB rating. If you need a comprehensive plan that also addresses family law matters like divorce or child custody, this firm can handle it all. Their office is located in downtown Fort Worth and is open Monday through Friday.
How to Choose the Right Estate Planning Service for You
Start by considering your budget and how much guidance you need. If you're comfortable with an online questionnaire and want the lowest price, Texan Wills and Trusts or Sage Will and Trust are great options. If you prefer a personalized plan with ongoing attorney support, Thomas Walters PLLC or the Law Office of Carey Thompson, PC may be a better fit. For those who also need family law or probate services, Bob Leonard Law Group offers a one-stop shop. Think about your family's unique situation—whether you have minor children, own a business, or have assets in multiple states—and choose a service that matches those needs.
Automate Your Estate Planning Workflow
You can streamline the entire process by using an online service like Sage Will and Trust or Texan Wills and Trusts. Start by answering a short questionnaire about your family, assets, and wishes. The platform then generates your documents, which you can review and sign with online notarization. Store your completed documents securely in a digital vault, and set a calendar reminder to review your plan every few years or after major life changes. This approach saves time, reduces stress, and ensures your plan stays up to date.
Your Family's Future Starts Today
Estate planning is one of the most important steps you can take to protect your family. Whether you choose a budget-friendly online service or a full-service law firm, the key is to start now. Each of these five DFW-area providers offers a reliable path to getting your documents in place. Review your options, pick the one that fits your needs, and give yourself and your loved ones the peace of mind you deserve.