Austin Estate Planning

Compassionate and Clear

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My wife and I decided that we needed establish revocable living trust for the family. We searched online to try and find a law firm that was close to the house. Willi Law Firm fit the bill! The legal staff understood what we needed.

– Al L.

"Quotation mark with five orange stars indicating a five-star review rating"

Tracy Willi provided me with exactly the attention and care I needed in a difficult time. I discovered her firm through strong positive reviews on the Internet, and have always been grateful I chose her. I look forward to doing more business with her soon.

– Dennis B.

"Quotation mark with five orange stars indicating a five-star review rating"

After searching for a firm that would work with our best interests in mind, my husband and I decided to hire Willi Law Firm because Tracy was very attentive to our questions never felt rushed to decide anything. Tracy gave us explanations

– Griselda S.

Austin Estate Planning Attorneys

Our community has a common misconception that estate plans are reserved only for those with significant wealth, business owners, or young families. While it may be true that certain individuals and family units may especially benefit from having a comprehensive estate plan, the truth is that virtually all adults in Austin should take the time to protect their estates, look after their family’s future, and attempt to make things easier for their loved ones in the event of some unforeseen tragedy.

At our Texas law firm, we handle every aspect of the estate planning and probate process to make matters easier for our clients and their family members. Whether you are looking to create a trust, contemplating the benefits of financial and medical powers of attorney documents, engaged in estate litigation, or have any other legal matter under the broad umbrella of Texas estate law, we are here to assist you with dedicated legal services.

To learn more about the benefits of retaining our professional legal counsel to handle your estate planning needs, please get in touch with our Austin office to schedule your free initial consultation with our attorneys today.

Our practice areas

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Advance Healthcare
Directives

An advanced healthcare directive can make matters easier on your family members if you cannot speak for yourself due to illness or injury.

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Asset Protection

If you are not careful, your wealth and property may be vulnerable to lawsuits, judgments, and other claims. We can help you develop a forward-thinking asset protection strategy.

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Business Succession Planning

If you do not consider the future of your business and how ownership or management is transferred upon your death, that business may be thrown into chaos.

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Inheritance

We can provide helpful legal guidance if you hope to establish your final wishes for your beneficiaries or believe you were wronged and are looking to challenge a will in probate.

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Power of Attorney

In the event of incapacitation due to serious injury or illness, a power of attorney document can entrust a specific individual or entity to handle your financial affairs when you cannot speak for yourself.


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Probate

The probate process can be an especially difficult time for families dealing with the recent death of a loved one. We can provide compassionate probate representation.


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Trusts

Depending on your unique needs, several types of trusts may benefit you. Our Austin estate planning attorneys can help ensure that trust selection and administration go smoothly.


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Wills

Our legal team can assist you with the creation, revision, and execution of a last will and testament. Also, we can help you in challenging a will in probate.



"Document icon with house and chart symbols inside a teal circle"

Advance Healthcare
Directives

An advanced healthcare directive can make matters easier on your family members if you cannot speak for yourself due to illness or injury.

"Teal circular icon showing a briefcase and gavel symbolizing business law and legal services"

Asset Protection

If you are not careful, your wealth and property may be vulnerable to lawsuits, judgments, and other claims. We can help you develop a forward-thinking asset protection strategy.

"Teal circular icon with two hands surrounding a dollar sign symbol representing financial asset protection"

Business Succession Planning

If you do not consider the future of your business and how ownership or management is transferred upon your death, that business may be thrown into chaos.

"Teal circular icon showing a gavel resting on a book representing business and corporate law"

Inheritance

We can provide helpful legal guidance if you hope to establish your final wishes for your beneficiaries or believe you were wronged and are looking to challenge a will in probate.

"Teal circular icon showing a gavel and legal document with a dollar sign representing bankruptcy law and debt relief"

Power of Attorney

In the event of incapacitation due to serious injury or illness, a power of attorney document can entrust a specific individual or entity to handle your financial affairs when you cannot speak for yourself.

Icon of two hands shaking with a shield symbol above, representing trust, partnership, and security.

Probate

The probate process can be an especially difficult time for families dealing with the recent death of a loved one. We can provide compassionate probate representation.

Icon of a house with a balanced scale on the roof, symbolizing fairness or justice within a community.

Trusts

Depending on your unique needs, several types of trusts may benefit you. Our Austin estate planning attorneys can help ensure that trust selection and administration go smoothly.

Icon of a rolled document with a pen beside it, representing writing, agreements, or documentation.

Wills

Our legal team can assist you with the creation, revision, and execution of a last will and testament. Also, we can help you in challenging a will in probate.

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What is the Importance of Having an Estate Plan in Austin, TX?

A comprehensive estate plan that considers all aspects of an individual’s life and death can make matters easier for the individual and their loved ones. Estate planning covers various legal tools and tactics, including revocable living trusts, wills, asset protection strategies, healthcare proxies, etc.

When many people think of estate planning documents, they think of the legal measures that can be put into place to handle the final wishes of the recently deceased in probate court and other processes. However, a comprehensive estate plan can include documents representing an individual’s interests during their lifetime, potentially protecting assets from creditors, providing charitable giving, achieving estate tax planning, and preserving a person’s legacy for years to come.

If you decide to go without a valid estate plan, the legal process of handling your interests in the event of incapacitation or your untimely death will be taken out of your hands and will unfold according to intestacy laws. The distribution of estate assets, not to mention who may stand to inherit those assets, may not align with your personal preferences. Creating an estate plan that reflects your intentions is vital to ensure that your beneficiaries receive the property you wish for them.

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Client Success Stories

"Teal quotation mark icon representing a quote symbol"
"Five orange stars rating icon"

My wife and I decided that we needed establish revocable living trust for the family. We searched online to try and find a law firm that was close to the house. Willi Law Firm fit the bill! The legal staff understood what we needed. They were knowledgeable of both state and federal estate laws. Made it easy for us to understand the law and were very patient and accommodating with all our questions. 

Al L.

"Teal quotation mark icon representing a quote symbol"
"Five orange stars rating icon"

Tracy Willi provided me with exactly the attention and care I needed in a difficult time. I discovered her firm through strong positive reviews on the Internet, and have always been grateful I chose her. I look forward to doing more business with her soon.

Dennis B.

"Teal quotation mark icon representing a quote symbol"
"Five orange stars rating icon"

After searching for a firm that would work with our best interests in mind, my husband and I decided to hire Willi Law Firm because Tracy was very attentive to our questions never felt rushed to decide anything. Tracy gave us explanations for our questions in a manner that was very clear, she was always available if we had any questions

Griselda S.

"Teal quotation mark icon representing a quote symbol"
"Five orange stars rating icon"

Excellent experience. Tracy Willi prepared our wills five years ago and we needed a followup discussion for some clarification as well as information and recommendation on long term care issues. Tracy is extremely professional and knowledgeable, answered all of our questions, and provided recommendations on how to proceed

SUE M.

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Would You Benefit from the Comprehensive Estate Planning Services of Our Experienced Attorneys?

While we stand by our belief that all individuals over the age of 18 would stand to benefit from creating an estate plan, doing so can be a complex endeavor, especially for those without the legal knowledge of state laws relevant to estate planning. Please remember that there is no shame in seeking legal assistance to guide you through creating, revising, or potentially challenging an estate plan.

Our Austin estate planning attorneys have years of experience representing our clients’ unique needs and helping them achieve their estate planning goals. As your legal representatives, we will focus on helping you achieve satisfactory resolutions to any challenges, prepare for potential legal complications that could transpire down the road, assist you with state and trust administration, and help with the legal process of all other estate planning measures.

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Meet our team

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James N. Willi

I focus my law practice on estate planning, elder law, asset protection, and probate. I have been licensed to practice law since 1996, and I have extensive experience in wills, trusts, and estates. I have represented clients at all levels of federal courts including District Courts, Courts of Appeals, and the United States Supreme Court, and at all levels of Texas courts. I operate a full-service estate planning and elder law firm and endeavor to provide peace of mind to our clients and their families. Before practicing law, I was an electrical engineer from 1986 to 1996 involved in system operations and planning of electrical…

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Tracy J. Willi

I advise my clients on estate planning, estate administration, probate litigation, and civil appeals. I have been licensed to practice law in Texas since 1992, and I have extensive trial and appellate experience. I have been Board Certified in Civil Appellate Law by the Texas Board of Legal Specialization since 2001.


I have litigated matters involving guardianships, trusts, will contests, heirship disputes, and real estate divisions in probate. I have represented clients at all levels of Texas courts including County Courts, District Courts…

How Can Asset Protection Planning Protect Your Hard-Earned Assets?

The primary focus of asset protection measures is to protect your assets and property from costly losses stemming from lawsuits, claims, judgments, liability, and other concerns. Many think that asset protection strategies are only for the wealthy or those with complex and large estates, but Texas homeowners of virtually all different types of backgrounds could benefit from the legal strategies of an asset protection plan. A comprehensive asset protection strategy can provide a crucial shield that defends your hard-earned assets and maintains a certain level of financial stability.

Potential risks to your estate assets could arise from legal issues related to misconduct allegations, personal injury claims, professional malpractice liability cases, business lawsuits, and more. With the help of our Austin attorneys, we can develop a uniquely tailored asset protection plan that works to preserve your wealth and avoid financial losses.

Potential asset protection tools that could be useful in protecting your wealth and property could include the following:

  • Domestic asset protection irrevocable trusts
  • Family partnerships
  • Liability protection strategies
  • Limited liability companies
  • Third-party discretionary trusts
  • And property, including real estate, pensions, stocks, and other investments in your estate plan.
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Why choose us

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Extensive experience

The lawyers of our team have several decades of experience practicing law and assisting clients with complex cases in Austin, Texas, and beyond. We would be proud to extend our deep knowledge of estate planning to you, our client, and help you achieve your goals and navigate the legal system.

01
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Driven by a commitment to excellence

When representing our clients and speaking on their behalf, we believe that there is no room for any half measures or poorly developed legal tactics. We are proud of our reputation within the legal community and, more importantly, we never want to let our clients down.

02
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Professionalism at a reasonable cost

We are fully aware that you have many other options when considering legal assistance for your estate planning needs. We could speak all day about our commitment to our clients and the dedicated legal services we provide, but we also know that there is a cost component that you must consider. We provide our legal services at reasonable prices that we believe you should feel comfortable with, especially knowing the heartfelt dedication we commit to our clients.

03
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Comprehensive knowledge in various estate planning practice areas

It is one thing to go to a lawyer with experience drafting and updating wills for clients. If you want your estate plan to go beyond a simple will, you must speak with attorneys well-versed in all areas of Texas estate law. Our attorneys are knowledgeable in the many practice areas relevant to estate planning services, and we can confidently tackle any legal matters you bring our way.

04
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Compassion and empathy

We believe being experienced professionals in a chosen field of practice is not enough. To truly help a client, a lawyer must see the human being contending with the legal issue and treat that person with dignity, compassion, and respect. As your attorneys, we will never forget that these legal matters are central to your life and the lives of your loved ones.

05
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Free, no-obligation case evaluations

Our law firm offers risk-free consultations to prospective new clients interested in learning more about the benefits of retaining our estate planning services. Every consultation is confidential and comes with no obligation to retain our services going forward. In your case review, we believe that you will feel confident in our ability to represent your estate planning case and help you achieve your goals efficiently and cost-effectively. To speak about your estate planning goals with an attorney, please contact our Texas law firm today at 512-402-6753.

06
"Teal award badge icon with a star symbol in the center"

Extensive experience

The lawyers of our team have several decades of experience practicing law and assisting clients with complex cases in Austin, Texas, and beyond. We would be proud to extend our deep knowledge of estate planning to you, our client, and help you achieve your goals and navigate the legal system.

01
"Teal award badge icon with a star symbol in the center"

Driven by a commitment to excellence

When representing our clients and speaking on their behalf, we believe that there is no room for any half measures or poorly developed legal tactics. We are proud of our reputation within the legal community and, more importantly, we never want to let our clients down.

02
"Teal award badge icon with a star symbol in the center"

Professionalism at a reasonable cost

We are fully aware that you have many other options when considering legal assistance for your estate planning needs. We could speak all day about our commitment to our clients and the dedicated legal services we provide, but we also know that there is a cost component that you must consider. We provide our legal services at reasonable prices that we believe you should feel comfortable with, especially knowing the heartfelt dedication we commit to our clients.

03
"Teal award badge icon with a star symbol in the center"

Comprehensive knowledge in various estate planning practice areas

It is one thing to go to a lawyer with experience drafting and updating wills for clients. If you want your estate plan to go beyond a simple will, you must speak with attorneys well-versed in all areas of Texas estate law. Our attorneys are knowledgeable in the many practice areas relevant to estate planning services, and we can confidently tackle any legal matters you bring our way.

04
"Teal award badge icon with a star symbol in the center"

Compassion and empathy

We believe being experienced professionals in a chosen field of practice is not enough. To truly help a client, a lawyer must see the human being contending with the legal issue and treat that person with dignity, compassion, and respect. As your attorneys, we will never forget that these legal matters are central to your life and the lives of your loved ones.

05
"Teal award badge icon with a star symbol in the center"

Free, no-obligation case evaluations

Our law firm offers risk-free consultations to prospective new clients interested in learning more about the benefits of retaining our estate planning services. Every consultation is confidential and comes with no obligation to retain our services going forward. In your case review, we believe that you will feel confident in our ability to represent your estate planning case and help you achieve your goals efficiently and cost-effectively. To speak about your estate planning goals with an attorney, please contact our Texas law firm today at 512-402-6753.

06
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What Are the Key Features of a Thorough Estate Plan?

A will is the foundation upon which virtually all estate plans are built in Austin, Texas. Additional estate planning tools should also be considered depending on your unique needs and specific goals.

Some of the core components of a thorough estate plan include the following:

  • A last will and testament that is valid and executable according to Texas probate law
  • Asset protection planning
  • Business succession plans
  • Elder law and long-term care planning
  • Financial and medical powers of attorney documents, including durable powers of attorney
  • Guardianship and conservatorship
  • Health care directives
  • Living wills
  • Marital agreements and other measures that cross the boundary between estate and family law
  • Transfer on death deeds
  • Various types of trusts
  • And more

In addition to helping clients create and revise the above-mentioned estate planning tools, our law firm also provides legal services in the practice areas of will contests, trust and estate administration, litigation, estate tax planning, business formation, and legal representation in probate court.

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Our Latest Blog Posts

Contact Our Austin, Texas Estate Planning and Probate Law Firm to Request a Free Consultation with Our Legal Team Today

We understand that the legal issues surrounding the topic of estate planning can sometimes be challenging to discuss with our family members, and sometimes we try to avoid even thinking about them. After all, many of these estate planning measures deal with the prospect of our demise or incapacitation due to illness or injury. However, if you do not take the steps now to establish your interests in healthcare, the distribution of your estate assets, and other crucial legal matters, then things may become far more difficult for you and your loved ones at the most difficult times in your life.

As your professional legal counsel, our Austin law office will strive to provide dedicated services that assist you throughout the process of creating, reviewing, and potentially challenging estate planning documents. We approach every case with the intention of providing high-quality services at reasonable costs while also doing so with compassion and empathetic support.

Our law firm represents clients in Austin and surrounding areas such as Cedar Park, Travis County, and more. To learn more about the benefits of retaining our legal services, please contact our firm to request a free case review with our estate planning lawyers today. You can reach us at 512-402-6753

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Frequently Asked Questions

Frequently Asked Questions