Schultz and Kellar, PLLC

06/06/2023

Happy Birthday to our amazing attorney, Lissette Moreno! We are lucky to have you on our team, and we wish you all the best on this special day. Here's to another year of success and accomplishments! 🎉🎂🎈

06/02/2023

At Schultz & Kellar, we always strive to provide the best service possible. Thank you for not only trusting us with your legal needs, but also with your family’s legacy.

05/20/2023

Your kind words mean the world to us and motivate us to keep striving for excellence. ✨ Thank you again for choosing us for your legal needs.

04/28/2023

Mission accomplished. 👏🏼

We are proud to have helped Alisha navigate her legal needs with ease. 😎
Click the link below to see the services we offer to our clients. We’d love to help you next! ⤵️

https://mytexaslegacyplan.com/legal-services/

03/03/2023

Need help with a divorce or custody matter? Use the contact information below to connect with our Family Law Attorney, Erin Healey.

📞 682.268.0792
📧 [email protected]

03/02/2023

Dallas Will Attorneys Discuss Who Can Serve As Executor In Texas | Schultz & Kellar, PLLC

Drafting a last will and testament can be a complicated and time-consuming task. One of the most important factors involves choosing an executor. Our team of experienced will attorneys are happy to offer advice and share their legal expertise to ensure a smooth and reliable process.

Click the link below to learn more: ⬇️

Every state has rules regarding who can serve in the capacity of will executor. Here, experienced Dallas will attorneys explain the requirements in Texas.

02/04/2023

Common Misconceptions About Estate Planning In Dallas, Texas | Schultz & Kellar, PLLC

The rules and guidelines that apply to estate planning can be quite confusing for anyone who isn’t in the know. 🧠
Our latest blog post discusses the most common misconceptions about estate planning. Click the link below to discover the truth behind each estate planning myth: ⬇

Misunderstandings about estate planning may be stopping some Dallas residents from making plans for the future. Here, legal experts set the record straight.

12/19/2022

Happy Birthday Erin Healey! 🎉🎈 The hard work and extra efforts you put in never go unnoticed! Wishing you the absolute best on this very special day. 💓

12/14/2022

Can You Create A Trust Without A Dallas Trust Lawyer? | Schultz & Kellar, PLLC

‼️When it comes to planning your legacy, online legal tools cannot be trusted‼️
Going this route can be tempting, but choosing an online tool over an experienced attorney is like choosing fools gold over the real deal.
Click the link below to learn why: 👇

Estate planning is far from simple – and for many individuals in Dallas, hiring an experienced trust lawyer is a smart decision. Here’s why.

09/29/2022

We are proud to introduce the newest members of the Schultz & Kellar Law Firm 🤩 Joining Matt Schultz & Dustin Kellar, Founding Attorneys, we are thrilled to welcome Erin Healey - Family Law Attorney, and Lissette Moreno- recent law school graduate (ella habla español) 🙌🏽

The Schultz & Kellar Law Firm provides unique perspectives, holistic guidance, and proactive advice and representation in many practice areas. From estate planning, wills, trusts, and probate law, to business entity formation and planning, to divorce, adoption, and child custody; we are confident that this diversification will provide you and your clients with resources you need to reach your goals ⚖️

Ready to learn more?
Give us a call! ⬇️

☎️ 682.268.0792

Send a message to learn more

09/27/2022

Reasons To Hire An Experienced Estate Planning Lawyer In Dallas | Schultz & Kellar, PLLC

Across the country, many people are tempted to take the do-it-yourself approach to making an estate plan. This isn’t a surprise - information is readily available online, and anyone can learn about any topic. However, developing an estate plan that will actually hold up in court can be difficult. And while there is much to be learned on the internet, articles and videos aren’t always accurate. To preserve your legacy and protect your loved ones, you’re better off working with an experienced estate planning lawyer. Click the link below to learn why: ⤵

You may be tempted to take the DIY approach to making an estate plan, but you’re better off hiring an experienced Dallas estate planning lawyer. Here’s why.

08/31/2022

Dallas Estate Lawyers Shed Light On Living Trusts | Schultz & Kellar, PLLC

Have you heard of a living trust?

You can establish a living trust that protects your assets and interests, and the benefits of this type of trust can apply during your lifetime. Much of the process involves making decisions about what will happen to your estate upon your passing.

Ready to learn more? Click the link below to schedule a FREE consult with our Associate Attorney and CFP, Brittany Taylor:

https://mytexaslegacyplan.com/contact-us/

Have you ever heard of a living trust? Here, experienced Dallas estate lawyers explain the basics on these legal arrangements and how they work under Texas law.

07/26/2022

Common Questions About Wills & Will Preparation In Dallas | Schultz & Kellar, PLLC

No one knows what the future will hold, so don’t hold out on getting your will drafted. Taking these steps today will give you and your loves ones peace of mind when you pass away.

Still have questions? Not sure where to start? Send us a DM or use the link below to contact our Associate Attorney and Certified Financial Planner, Brittany Taylor to schedule a free consultation.

https://mytexaslegacyplan.com/contact-us/

Most people in Dallas know at least a little about wills and will preparation, but many have questions – and here, experienced estate attorneys provide answers.

06/16/2022

Do You Need A Financial Planning Professional Or An Accountant? | Schultz & Kellar, PLLC

Financial planning is important for everyone in the DFW metroplex. After all, whether you’re saving for a new home, starting a business or simply trying to stay within the confines of a monthly budget, you’re already managing your money in order to meet your goals – and that’s the essence of financial planning.

Click the link below for a FREE consultation with our Certified Financial Planner and Associate Attorney, Brittany Taylor!

https://mytexaslegacyplan.com/contact-us/

If you need a little help with your finances, should you call an accountant or a financial planning professional? Reading this guide will help you decide.

05/17/2022

What Are Trusts In Estate Planning? Dallas Lawyers Explain The Basics | Schultz & Kellar, PLLC

When most people hear the word "trust”, their mind paints a picture of an affluent figure with many valuable assets. However, the truth is, trusts can serve a range of purposes for individuals from all economic backgrounds. In fact, many Texans could benefit from establishing a trust.

Click the link below to take a look at our most recent blog. This information will allow you to better understand the benefits that come with using a trust to protect your assets.

Still have questions? Give us a call to schedule a free consultation!
☎️(682) 268-0792

https://mytexaslegacyplan.com/what-are-trusts-in-estate-planning-dallas-lawyers-explain-the-basics/

While a will is fundamental to estate planning, Dallas lawyers say that more residents of Texas can benefit from trust agreements than is commonly believed.

04/27/2022

Estate Plan Documents To Discuss With A Dallas Estate Attorney | Schultz & Kellar, PLLC

Experts say that fewer than half the population has an up-to-date estate plan in place. Estate planning is about protecting your loved ones and the assets you’ve worked hard to accumulate.

Every DFW resident has unique needs. From drafting a last will and testament, to durable power of attorneys and revocable living trust; Schultz & Kellar PLLC is here to ensure that you have peace of mind knowing that your legacy is protected.

Schedule a FREE consultation with us by clicking the link below:
https://mytexaslegacyplan.com/contact-us/

https://mytexaslegacyplan.com/estate-plan-documents-to-discuss-with-a-dallas-estate-attorney/

Everyone needs to prepare for the future. Here are the documents an experienced Dallas estate attorney may recommend including in your estate plan.

03/30/2022

How To Find A Good Will & Trust Attorney In Dallas | Schultz & Kellar, PLLC

Wondering how to find a good Wills & Trusts attorney in DFW?

Click the link below for our step by step guide to tracking down a Texas estate lawyer you can trust!

https://mytexaslegacyplan.com/how-to-find-a-good-will-trust-attorney-in-dallas/

Schultz & Kellar has a dynamic team of professionals who have extensive skill with:
✔️Financial Planning
✔️Assest Protection
✔️Estate Tax Planning
✔️Retirement Planning
✔️Wealth Transfer Planning

Our experienced legal professionals are standing by, ready to answer your questions and provide the advice you need.

For a free consultation with a highly skilled Wills & Trust attorney, contact our office using the link below! ⤵

https://mytexaslegacyplan.com/contact-us/

Most people in Dallas can benefit from the services of a skilled will and trust attorney. Here’s how to track down a Texas estate lawyer you can trust.

09/27/2021

Financial Planning Attorneys In Dallas, TX | Schultz & Kellar, PLLC

Financial Planning Attorneys In Dallas, TX | Schultz & Kellar, PLLC

Contact the Southlake financial planning law firm of Schultz and Kellar, PLLC for estate planning, financial planning, probate, & real estate advice.

08/20/2020

Independence Title - Schultz & Kellar, PLLC

➡️ Schultz & Kellar Law Firm invites you to join Brittany Taylor, Attorney-at-Law/Certified Financial Planner via ZOOM - Thursday, August 27th at 9:30AM for - Wealth Building Solutions
Click here to register: https://us02web.zoom.us/meeting/register/tZYtfumtpjgrEtOnusSbgGB0869rnMPOWjY3

Visit www.MyTexasLegacyPlan.com for detailed information on our practice areas.

04/21/2020

Schultz & Kellar Law Firm invites you to join Brittany Taylor, Attorney-at-Law/Certified Financial Planner via ZOOM, Thursday, April 23rd at 10AM for - Wealth Building Solutions

Click here to register:https://us02web.zoom.us/meeting/register/tZMldO6ppj8qGdz09CzYV1qsKGzC8N1c1Let

Visit www.MyTexasLegacyPlan.com for detailed information on our practice areas

04/08/2020

Schultz & Kellar Free VIDEO Consultations & Legal Services

Schultz & Kellar law firm remains open for business and we are available for FREE video consultations and legal services!

01/02/2020

🗣New Year's Resolution: Writing a Will

🔹Contact Brittany Taylor, Attorney/CFPⓇ, at [email protected] to schedule a FREE consultation

Having a will prepared by an Attorney/CFPⓇ not only provides clear guidance for your loved ones after your death, but it also allows you to rest easy, knowing your wishes will be carried out. The peace of mind you gain will be well worth the expense and effort involved in drafting a will. After all, we all want to take care of our loved ones. Writing a will is one way to make sure they're cared for even when you're gone.

12/25/2019

Merry Christmas*, everyone! 🎄🎅🏻🎁

10/24/2019

Independence Title - Schultz & Kellar, PLLC

➡️TOMORROW! Schultz & Kellar Law Firm Open House - Thursday, October 24th from 4-7pm @ ITC-S&K Southlake

🗣This event is open to the PUBLIC so feel free to share with friends, family, and co-workers 🥳 Oh, plus🍷and 🧀

10/21/2019

➡️Schultz & Kellar Law Firm Open House 🔹Thursday, October 24th from 4-7pm @ ITC-S&K Southlake

10/07/2019

➡️SAVE THE DATE for our Schultz & Kellar Law Firm Open House!

🔹Thursday, October 24th from 4-7pm @ ITC-S&K Southlake

🗣This event is open to the PUBLIC so please help us spread the word!

09/24/2019

Hi, friends! Visit 🔹www.MyTexasLegacyPlan.com🔹 for details on Schultz & Kellar, PLLC's practice areas and to schedule a free consultation 🤓

➡️We look forward to assisting you in all of your real estate, title insurance, probate, estate planning, business entity formation and planning needs.

08/16/2019

The Perils of DIY Estate Planning — Schultz and Kellar, PLLC

➡️Check out the latest from Schultz & Kellar, PLLC and the perils of DIY Estate Planning

https://www.mytexaslegacyplan.com/the-perils-of-diy-estate-planning/

In a world where you can learn how to do almost anything via YouTube, HGTV and DIY shows, many people have developed a do-it-yourself attitude. If you have any doubt, a Google search of “How to Install Wood Flooring” comes up with 188,000,000 results. With the advent of social media, Google, and...

07/24/2019

Brittany Taylor — Attorney — Schultz and Kellar, PLLC

➡Brittany Taylor joined the firm in 2018 and focuses her practice in the areas of wills and trusts, probate, and estate tax planning, as well as charitable planning and giving, legacy planning, and business entity formation and maintenance. Brittany is one of only 12 actively practicing lawyers in Texas who also holds a CFP® designation 🤓

https://www.mytexaslegacyplan.com/attorneys/brittany-taylor/

One of only 12 lawyers in Texas to also hold a CFP designation, Brittany Taylor practices in the areas of estate planning, wills and trusts, probate, and financial planning.

07/01/2019

We 💙 our new website!

Check it out and share with friends, family, and clients 🥰

www.MyTexasLegacyPlan.com

04/29/2019

How to Choose the Best Texas Estate Planning Attorney for You

How to Choose the Best Texas Estate Planning Attorney for You

Choosing a Texas estate planning attorney can seem daunting. We offer questions to ask a lawyer, and identify important factors to help you choose your lawyer.

04/25/2019

What Is the Difference Between Estate Planning and Financial Planning

*Spoiler Alert* -- You need both!

Many people are unclear about the difference between estate planning and financial planning. At Schultz and Kellar, PLLC, we offer both.

03/18/2019

The Schultz & Kellar Law Firm Crew!

02/18/2019

www.fiduciarytrust.com

The Benefits and Shortcomings of Revocable Trusts - Contact Brittany Taylor at [email protected] or (682) 268-0792 for more information.