SERVING PLANO & NORTH TEXAS
Estate Planning Attorney in Plano, Texas
We serve individuals and families throughout Plano and North Texas with thoughtful estate planning designed to protect assets, preserve family wealth, and carry out your wishes with clarity and confidence.
Book your complimentary 30-minute initial consultation — by phone, video, or in person.
Mon–Fri, 9am–5pm CT
Why It Matters
Most Families Don’t Have a Plan. Make Sure Your Wishes Are Protected.
Without proper planning, Texas law may determine how your assets are distributed — often in ways that may not align with your intentions. For individuals and families in Plano and throughout North Texas with real estate holdings, investment portfolios, or privately held business interests, the absence of a plan can create unnecessary tax liability, prolonged probate, and family conflict.
A thoughtfully designed estate plan can protect your surviving spouse, provide for your children, minimize estate and gift taxes, and ensure your wishes are carried out. Whether you are creating your first estate plan or updating an existing one, our firm is here to help.
Estate Planning Services
- Wills and Testamentary Planning
- Revocable living trusts
- Irrevocable trusts for asset protection and tax planning
- Durable and medical powers of attorney
- Advance healthcare directives
- Gift planning and annual exclusion strategies
- Special needs planning
Serving clients in Plano, Frisco, McKinney, Allen, North Dallas, and throughout North Texas.
Why Families in Plano Choose Olive Branch Counsel, PLLC
- 20+ years advising individuals and families on estate planning
- NYU LL.M. in Taxation — advanced tax expertise that can save you money on estate and gift taxes
- Wills, trusts, powers of attorney, healthcare directives
- Welcoming both first-time and experienced estate planning clients, regardless of complexity
Client Reviews
What Clients Are Saying
Your Attorney
The Attorney You’ll Work With
Ral Mazza
Founding Partner · Estate Planning Attorney
Ral Mazza brings more than two decades of estate and tax planning experience to every client engagement. Before founding Olive Branch Counsel, PLLC in Plano, he served as a Vice President in the Private Family Office at Goldman Sachs, advising individuals and families on sophisticated wealth transfer and trust strategies.
Ral holds an LL.M. in Taxation from New York University — one of the most rigorous estate and tax planning credentials available. He has been a licensed attorney since 2007 and was admitted to the Texas Bar in 2025, bringing his full depth of experience to Plano-area families. He advises clients ranging from first-time estate planners to multi-generational family offices. Ral is widely recognized as a leading estate planning attorney Plano clients trust for high-stakes planning.
Education:
LL.M., Taxation – New York University
J.D. – University of Tulsa
B.S., Accounting – Oklahoma State University
Bar Admissions: Texas (2025) · New York (2007)
Our Process
Simple. Clear. No Surprises.
- Complimentary 30-minute initial consultation — We discuss your goals, family situation, and any existing documents — by phone, video, or in person.
- Plan design — We identify the right structures for your circumstances and explain every option clearly.
- Drafting — We prepare your estate planning documents with precision.
- Review & signing — We walk through every document with you before execution.
We respond within one business day.
Who We Serve
We Work With Families at Every Stage
Our clients include professionals, business owners, and families in Plano, Frisco, and North Texas who want an attorney with the technical depth to handle complex estate planning. Many come to us after outgrowing a general practice attorney or after a major life event. When choosing an estate planning attorney Plano residents trust, experience and credentials matter.
We also welcome clients creating a first estate plan — prompted by a new marriage, the birth of a child, a business sale, or a recent inheritance. No situation is too simple or too complex.
Common Questions
Frequently Asked Questions
Do I need a trust in Texas?
Many individuals benefit from a revocable living trust to simplify administration and avoid probate, although a will-based plan may be appropriate in certain cases. The right structure depends on your estate size, family situation, and goals. We help you evaluate the options and choose the approach that best fits your circumstances.
What is the difference between a will and a trust?
A will directs the distribution of your assets after death but must pass through probate. A revocable living trust holds assets during your lifetime and transfers them to beneficiaries at death without probate, offering greater privacy and simpler administration. Most comprehensive estate plans use both.
Does Texas have an estate tax?
Texas does not impose a state estate tax. However, estates above the federal exemption threshold may be subject to the federal estate tax. Proactive planning using trusts, gifting strategies, and other techniques can help reduce or defer that liability.
How often should I update my estate plan?
Plans should be reviewed every three to five years, or sooner after major life events such as marriage, divorce, the birth of a child, a significant change in assets, or the death of a named beneficiary. Tax law changes can also warrant a review.
Ready to Get Started?
Schedule Your Estate Planning Consultation in Plano
We welcome the opportunity to learn about your situation and explain how we can help. Contact us below or call directly — we respond within one business day.
Serving clients in Plano, Frisco, McKinney, Allen, North Dallas, and throughout North Texas.
Book your complimentary 30-minute initial consultation — by phone, video, or in person.
— or send a message below —
Olive Branch Counsel, PLLC · 5600 Tennyson Parkway, Suite 180, Plano, TX 75024