Estate Planning Lawyers for Beaumont, Texas

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Meet some of our Beaumont Estate Planning Lawyers

Brian R. - Estate Planning Lawyer in Beaumont, Texas
View Brian
5.0 (1)
Member Since:
August 15, 2023

Brian R.

Owner/Lawyer
Free Consultation
Fort Worth
26 Yrs Experience
Licensed in TX
Texas A&M University School of Law (formerly known as Texas Wesleyan University School of Law)

Brian C. Restivo, the managing member of Restivo Legal, PLLC, has been licensed by the State Bar of Texas and continuously practicing as an attorney since November of 2000. Over these years, he has represented customers across the spectrum - from a Fortune 500 company to individuals - and is seasoned at tailoring his services to the unique needs of each customer.

Recent  ContractsCounsel Client  Review:
5.0

"Thank you for taking your time to review my contract with me, answer all my questions and for making me comfortable and knowledgeable enough to continue in this land buying process!"

Joshua B. - Estate Planning Lawyer in Beaumont, Texas
View Joshua
5.0 (11)
Member Since:
September 19, 2023

Joshua B.

Founder
Free Consultation
Austin, Texas
24 Yrs Experience
Licensed in TX NY
University of Texas

Josh Bernstein has been serving real estate and corporate transactional clients since 2002. His experience is varied, and he enjoys working on and puzzling out novel and complex corporate and real estate matters. Josh’s experience includes, among other things, the following: representation of public companies in connection with SEC reporting and compliance work (proxies, 10-K’s; 10-Q’s; 8-K’s, etc.); representation of public and private company securities issuances (including private placements, and other similar offerings); assistance in structuring and drafting joint ventures, both for investors and operating partners, and including both real estate and corporate ventures; handling public and private company mergers and acquisitions; and asset sales and dispositions; assisting clients, big and small, with real estate acquisitions, sales and financings; managing large-scale and multi-state real estate portfolio acquisitions, dispositions and financings; complex condominium creation, structuring and governance work, including: commercial condominiums, use of condominiums as a land planning tool, wholesale condominium property acquisitions and dispositions, and rehabilitating failed or faulty condominium legal structures to make ready for sale; development of restrictive covenants and owners’ association documents for master-planned communities; compliance with federal statutes governing real estate sale and development (including, without limitation, the Interstate Land Sales Full Disclosure Act, the Housing for Older Persons Act, and the Americans with Disabilities Act); representation of real estate lenders, for both improved and unimproved property, and including numerous construction financings secured by real estate; assistance with commercial leasing; from both the landlord and tenant side, and including condominium leasing; training residential home and condominium sales staff for compliance with applicable local and federal law; and workouts of all kinds. When he’s not busy lawyering, Josh may be found watching 80’s commercials, flying a single-engine plane, playing poker, or trying to be a good dad.

Recent  ContractsCounsel Client  Review:
5.0

"Josh has been extremely helpful sorting through issues with a tenant."

Michelle T. - Estate Planning Lawyer in Beaumont, Texas
View Michelle
5.0 (16)
Member Since:
October 10, 2023

Michelle T.

Business Lawyer
Free Consultation
Alexandria, VA
21 Yrs Experience
Licensed in TX FL, VA
Florida State College of Law

I am an experienced, well-rounded attorney with a background specializing in trusts and estates, contracts and business law. I have extensive experience working with simple contracts all the way up to multi-million dollar deals.

Recent  ContractsCounsel Client  Review:
5.0

"Michelle drafted an excellent and unique Post Nuptial agreement which outlines a very specific "process" that will be used to divide assets in the event of divorce. Since assets can change value daily, traditional "splitting an asset list" methods are often outdated within a week of signing. Michelle rose to the challenge at a very reasonable price. Other, "meter man" attorneys would have charged at least 5x more. I highly recommend Michelle!"

Darryl S. - Estate Planning Lawyer in Beaumont, Texas
View Darryl
5.0 (137)
Member Since:
November 9, 2023

Darryl S.

Founder and Counselor-at-Law
Texas
33 Yrs Experience
Licensed in TX
The University of Texas School of Law Austin

I offer flat/fixed fees rather than hourly work to help lower your legal costs and align our interests. I specialize in contract law and focus on making sure your contract is clear, protects your interests and meets your needs. You can expect fast, straightforward communication from me, making sure you understand every step. With my experience, you'll get a detailed review of your contract at a fair, fixed price, without any surprises. I have over 30 years of business and legal experience that I bring to your project. I graduated from The University of Texas School of Law with High Honors in 1993 and practiced at Texas' largest law firm. I have founded companies and so understand how to be helpful as both a lawyer and business owner.

Recent  ContractsCounsel Client  Review:
5.0

"Had a great experience working with Darryl. He was thoughtful, direct, responsive, and most importantly able to quickly understand a complex business and regulatory structure without overcomplicating things. Really appreciated his practical approach and ability to explain things clearly. Highly recommend."

Ivan B. - Estate Planning Lawyer in Beaumont, Texas
View Ivan
4.9 (25)
Member Since:
August 10, 2023

Ivan B.

Associate
Free Consultation
Houston, Texas
9 Yrs Experience
Licensed in TX
The University of Texas School of Law

I grew up in Beaumont, Texas. I attended Baylor University for college and the The University of Texas School of Law for law school. I gained extensive experience in many areas of transactional law through my former position as corporate counsel at National Western Life Insurance Company and my current position as an Associate at Nance & Simpson, LLP.

Recent  ContractsCounsel Client  Review:
5.0

"Ivan is an excellent attorney, very meticulous, thorough, and incredibly fast. He pays close attention to every detail and makes sure everything is done right. I really appreciate his efficiency and professionalism. Highly recommend."

Austin R. - Estate Planning Lawyer in Beaumont, Texas
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Member Since:
August 22, 2023

Austin R.

Attorney
Free Consultation
Texas
4 Yrs Experience
Licensed in TX
St Mary's University School of Law

With experience in Criminal trial, Civil trial, writs and appeals, I have both reviewed and drafted contracts from employment contracts to software development and everything in between.

Joe C. - Estate Planning Lawyer in Beaumont, Texas
View Joe
Member Since:
August 30, 2023

Joe C.

Associate Attorney
Free Consultation
Dallas, Texas
6 Yrs Experience
Licensed in TX
SMU Dedman School of Law

Born in Dallas, Texas, Joe Craddock represents clients in a range of litigation and transactional matters covering Contracts, Real Property, Oil and Gas, and Construction Defects.

Tetyana J. - Estate Planning Lawyer in Beaumont, Texas
View Tetyana
Member Since:
September 4, 2023

Tetyana J.

Attorney/Owner
Free Consultation
Houston
4 Yrs Experience
Licensed in TX
University of Houston

I am a highly accomplished and dedicated immigration attorney, renowned for providing top-tier immigration legal services that consistently exceed expectations. I am known for my expertise in offering exceptional representation across a broad spectrum of immigration cases, including EB-2 National Interest Waivers (NIW), O visas, EB-1A, family-based immigration, TPS, Adjustment of status, asylum petitions, and skillful advocacy in Immigration Court proceedings. My clients rely on my unwavering commitment to their immigration needs, trusting in my in-depth knowledge of the intricate legal processes and my steadfast determination to secure favorable outcomes. My reputation as a leading authority in the field is a testament to my unwavering commitment to delivering unparalleled, high-quality immigration services. In addition, I am fluent in Ukrainian and Russian.

Christian D. - Estate Planning Lawyer in Beaumont, Texas
View Christian
Member Since:
September 6, 2023

Christian D.

General Practice Attorney
Free Consultation
Austin, Texas
13 Yrs Experience
Licensed in TX
St. Mary's University - School of Law

Christian Davila received his Juris Doctorate from St. Mary’s University and becoming a member of the State Bar of Texas in 2013. Before law school, he studied at Texas A&M International University (TAMIU), and participated in multiple programs across various fields of study, including the University of Texas Medical Branch-School of Medicine’s “Early Medical School Acceptance Program,” and the Hispanic Association of Colleges & Universities’ “National Internship Program” at the Library of Congress in Washington, D.C. Christian’s legal experience includes criminal law (both prosecution and defense), family law, transactional law, business litigation, real estate litigation, and general civil litigation. Christian was previously in-house counsel for a multi-million dollar apartment construction and management company, handling all property acquisition, document drafting, negotiations, and litigation. Christian is a former member of the American Association for Justice (formerly the Association of Trial Lawyers of America), and he has been distinguished by the National Trial Lawyers as one of their TOP 40 Civil Plaintiff attorneys in Texas UNDER 40 years old. He likes weightlifting, reading comicbooks, and being silly with his kids in his spare time.

Lynette P. - Estate Planning Lawyer in Beaumont, Texas
View Lynette
Member Since:
October 1, 2023

Lynette P.

Litigation Attorney
Free Consultation
Little Rock, Arkansas
13 Yrs Experience
Licensed in TX AR
St. Mary's University School of Law

I am licensed in both Texas and Arkansas but actively working in Arkansas. My primary focus is criminal defense, family law, and estate planning (wills and trusts).

Matthew W. - Estate Planning Lawyer in Beaumont, Texas
View Matthew
Member Since:
October 2, 2023

Matthew W.

Corporate Lawyer
Free Consultation
Houston
18 Yrs Experience
Licensed in TX
University of Texas Law School

I represent startups, investment firms, and individuals frequently with equity and debt financing, M&A transactions, and commercial contracts.

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Estate Planning Legal Questions and Answers

Estate Planning

Power of Attorney

Texas

Asked on Feb 14, 2022

Power of Attorney

Revoking power attorney

T. Phillip B.

Answered Feb 18, 2022

Typically anything written which indicates you are revoking it should be sufficient. It should be delivered to your agent. I would also deliver it to any banks or other places where your agent may use the POA.

Read 1 attorney answer>

Estate Planning

Durable Power of Attorney for Finances

Illinois

Asked on Apr 19, 2023

What’s the Difference between General POA and Durable POA

I’m trying to get POA over my Mother Financial because she not Paying the Mortgage which is past over due along with some Bills she hasn’t paid on in months I don’t us to lose our home and she suffers from Dementia and we Both recently suffered from a stroke I would appreciate if you respond to my message beside With a Hi There !

T. Phillip B.

Answered Jun 3, 2023

I'm not a fan of either term as I find they just confuse things. Durable usually is referring that it remains effective after incapacity. Sometimes general is looked at as terminating at becoming incapacitated. Another term which comes up is springing which this one makes more sense where it isn't effective immediately but upon a date or occurrence (usually someone being deemed incapacitated). I don't think I'd ever create a POA where it terminates at incapacity since that's when I'd need it to work. Now you say your mother has dementia. Will she understand what she is signing and the purpose of the document? If not, she doesn't have the required mental capacity to establish a POA and will have to have a guardian appointed by the court.

Read 1 attorney answer>

Estate Planning

Trust

Massachusetts

Asked on Apr 1, 2025

How can I set up a trust to protect my assets?

I am a business owner and have accumulated significant assets over the years. With the increasing risks and uncertainties in the business world, I am concerned about protecting my assets from potential lawsuits, creditors, and other unforeseen circumstances. I have heard that setting up a trust can provide a level of asset protection, but I am unsure about the process and the different types of trusts available. I would like to consult with a lawyer to understand how I can establish a trust that safeguards my assets while still allowing me to have control and access to them.

Joseph M.

Answered Apr 8, 2025

There are numerous forms of Trust that are available depending on the specific assets and your unique goals. Generally speaking, the two main types of trusts are Revocable and Irrevocable. WIth a Revocable Trust, just like it sounds, as trustee you can remove the assets at some point if you so chose, but if you are to pass away or become incapacitated at some point, it reverts to being Irrevocable. An Irrevocable Trust is one in which the grantor transfers all ownership interests to the Trust itself and this act is irreversible. As I am sure you guessed, there are a myriad of ways that your goals can be achieved and I would be happy to provide a free consultation to discuss your situation and possible solutions.

Read 1 attorney answer>

Estate Planning

Will

Kansas

Asked on Aug 29, 2025

Can I designate a non-family member as the executor of my will?

I am in the process of creating my will and estate plan, and I am wondering if it is possible to designate a non-family member, such as a close friend or trusted advisor, as the executor of my will. While I have a good relationship with my family, I believe that this non-family member would be better suited to handle the administrative duties and ensure my wishes are carried out accurately and efficiently. I want to ensure that this decision is legally permissible and if there are any potential complications or considerations I should be aware of.

Randy M.

Answered Aug 30, 2025

You don’t have to name a family member as the executor of your will. In many cases, choosing someone outside the family is not only allowed but actually a smart move. With one notable exception, no U.S. state requires your executor to be a family member. What matters most is that the person is trustworthy, capable, and legally qualified to handle the role. Why someone outside the family might be the better choice For some people, appointing a friend, a professional advisor, or even a neutral third party just makes more sense. They’re often less emotionally entangled in family matters and better equipped to make level-headed decisions during what’s usually a tense and emotional time. Also, if they have relevant experience, like being an attorney or financial planner, they may already understand what the job entails. What the law actually requires Legally speaking, most states just require that your executor be at least 18 years old and mentally competent. From there, it’s mostly about whether the person is willing and whether the state has any disqualifying rules, such as felony convictions or certain types of misconduct. Some states are stricter than others on that point. Watch out for location-based restrictions Every state allows non-family executors, but a few have extra rules for people who live out of state. For example, your chosen executor might have to post a bond, work with a local co-executor, or name someone in-state to receive official documents. Florida is the sole exception. It generally limits executors (technically called “personal representatives” there) to relatives or their spouses. But that’s the exception, not the rule. A few things to think through Choosing an executor isn’t just about who you trust. It’s also about who can realistically handle the responsibility. They’ll have access to all your financial info, need to manage assets, pay off debts and taxes, and make sure everything is distributed properly. That’s a lot to take on. Also, consider how far they live. While distance isn’t always a deal-breaker, having someone nearby can make things easier, especially when there’s paperwork to sign or property to manage. And then there’s the family piece. If you pick someone outside the family, be prepared for possible tension. Even if your choice makes perfect sense, relatives may feel hurt or suspicious. If you’re concerned about that, it’s worth having a conversation in advance to explain your reasoning. What about compensation and other options? Executors are entitled to compensation for their time and effort, usually a percentage of the estate’s value (often 2 to 5 percent), depending on the state. Just keep in mind that executor fees are considered taxable income, while inheritances typically are not. If you’re trying to strike a balance, you can name co-executors, such as a trusted friend and a family member. This can help keep everyone involved while making sure the job gets done right. Just be aware it can slow things down, since both have to agree on major decisions. And if your estate is especially large or complicated, you might want to bring in a professional fiduciary, such as a trust company, bank, or estate attorney. They charge more, but you’re paying for deep experience and institutional reliability. Before you lock in your decision, here’s what to do: 1. Double-check your state’s requirements, especially if the person lives out of state. 2. Talk to your chosen executor to confirm they’re willing to take on the role. 3. Name an alternate in case your first pick can’t serve later. 4. Spell out compensation clearly in your will, or reference state guidelines. And finally, it’s always smart to run your estate plan by a local attorney or an attorney here on Contracts Counsel. State laws can vary more than people realize, and a quick legal review now can prevent a lot of headaches later. At the end of the day, choosing the right executor is about trust, competence, and clarity. Whether they’re family or not, you want someone who can step in and carry out your wishes with care and professionalism.

Read 1 attorney answer>

Estate Planning

Last Will and Testament

California

Asked on Mar 21, 2023

What happens if I die without a will?

As I have gotten older and accumulated assets, I have become increasingly aware of the importance of having a will in place. However, I have not yet taken the steps to create one, and I am curious about the potential consequences of dying without a will. Therefore, I would like to seek the advice of a lawyer to understand what would happen to my estate and how my assets would be distributed in the event of my death without a will.

Matthew S.

Answered Apr 11, 2023

If you die without a will your assets will be distributed to your heirs pursuant to the intestacy statute for your state. However, if you use a will, you can control who gets your assets and can give assets to non-blood related persons who wouldn't otherwise be an heir.

Read 1 attorney answer>
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