Founder and employee equity
Stock options, restricted stock units, and private-company shares often carry transfer restrictions. We review what the governing documents permit before deciding how those interests fit into a will or trust.
Estate Planning · Greater Austin
Estate Planning Across Greater Austin
Lone Star Counsel helps Central Texas families, technology professionals, founders, and business owners put a coordinated estate plan in place. We meet clients by appointment at our Round Rock office and by telephone or video throughout Travis, Williamson, Hays, and surrounding counties.
Planning considerations in Greater Austin
Young families and guardianship
Many Austin-area clients are planning for the first time with young children. Naming guardians and deciding how a child's inheritance will be managed are usually the first priorities.
Growth-corridor real estate
Rapid growth along I-35 and in the Hill Country means homes and land may have appreciated significantly. Ownership, titling, and the plan for each property deserve a fresh review.
What we prepare
- Wills
- Clear instructions for property, guardians for minor children, and the executor you choose.
- Revocable living trusts
- Trusts drafted for your family, with the agreed funding work: deeds, account registrations, and assignments.
- Powers of attorney
- Statutory durable and medical powers of attorney so a trusted person can act if you cannot.
- Health-care directives
- Directive to physicians and HIPAA authorizations that make your wishes known.
- Beneficiary review
- Retirement accounts, life insurance, and payable-on-death accounts checked against the overall plan.
- Business and rental-property planning
- Coordinating your estate plan with company agreements, buy-sell terms, LLC-held rentals, and succession.
Related: Texas estate planning · Trusts · Business succession · Trust funding review
Communities we serve
- Austin
- Round Rock
- Cedar Park
- Leander
- Georgetown
- Pflugerville
- San Marcos
- Hutto
- Kyle
- Buda
- Lakeway
- Bee Cave
- Dripping Springs
- Taylor
These are examples, not a complete list. We serve clients in every Texas community.
Offices and meetings
Most consultations and planning meetings can take place by telephone or video. Some steps may still require in-person action: a Texas will is generally signed before two credible witnesses, many documents must be notarized, deeds are recorded with the county clerk where the property is located, and probate or guardianship matters may require hearings in the county where they are filed. We explain which steps your matter requires and how they can be arranged.
Questions clients ask
Sometimes. It depends on the company's transfer restrictions and any consent requirements. We review the governing documents before recommending a transfer.
Usually with guardian nominations, a will or trust that manages a child's inheritance, and powers of attorney. We discuss the order of priorities in the consultation.
The Round Rock office is by appointment only. Telephone and video meetings are available across Greater Austin.
Request an Estate Planning Consultation
Lone Star Counsel is a dba of Pratt Law Group, PLLC. Attorney advertising. General information only; not legal or tax advice. Contacting the firm does not create an attorney-client relationship. Representation is subject to conflict review and an engagement agreement. Legal disclosures.