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Estate Planning · Greater Houston

Estate Planning Across Greater Houston

Lone Star Counsel serves families, physicians, energy-sector professionals, business owners, and rental-property investors across Greater Houston. We meet clients by appointment at our Sugar Land and The Woodlands offices, and by telephone or video throughout Harris, Fort Bend, Montgomery, Brazoria, and surrounding counties.

A Texas family together on the limestone porch of their home at sunset, with tall pines and a lake behind them (illustrative image)

Planning considerations in Greater Houston

Which court hears a probate matter

Harris County has dedicated statutory probate courts, while many surrounding counties hear probate and guardianship matters in a county court at law. A plan that avoids or simplifies probate is especially worth discussing when property is held in several counties.

Equity compensation and retirement accounts

Energy, medical-center, and corporate employees often hold restricted stock, deferred compensation, and large retirement accounts. These pass by beneficiary designation, so they are reviewed against the will or trust rather than assumed to follow it.

Physicians and professional practices

Practice ownership interests, buy-sell terms, and professional-licensing limits on who can own a practice should be coordinated with the estate plan so the family is not left managing an interest it cannot hold.

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

  • Houston
  • Sugar Land
  • The Woodlands
  • Katy
  • Cypress
  • Spring
  • Pearland
  • Richmond
  • Missouri City
  • Fulshear
  • Conroe
  • Tomball
  • Humble
  • Kingwood
  • League City
  • Friendswood
  • Baytown
  • Galveston

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

  • Yes, by appointment. Both offices are by appointment only; telephone and video meetings are also available across Greater Houston.

  • Generally not. Retirement accounts and life insurance pass to the beneficiaries named on the account. We review those designations as part of the plan so they work with your will or trust.

  • It can. Property in more than one county, LLC ownership, and lender or insurance requirements all affect how a trust is funded or a transfer is arranged. We review them together.

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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.