The Life & Legacy Planning® You and Your Family Deserve.
Secure your legacy with personalized estate plans.
Secure your legacy with personalized estate plans.
PROTECT YOUR CHILDREN
What would happen if the unthinkable occurred? Nobody wants to think about it! But WHAT IF?? Who would step up? Would they know what to do?
Let's make sure that you have a plan in place that insures your children are cared for and are NEVER taken into the custody of the State, even for a moment.
For those of you with minor children, please make sure your most precious assets are protected in a moment of crisis.
Will or Trust or Probate? What do you really need to keep your family out of court and out of conflict when something happens to you? We'll look at your family dynamics, explain probate—the state’s plan if you fail to do your own planning. If you choose to move forward with a plan we will help you create a plan that is customized for you and within your budget to achieve your desired outcomes for yourself and the people you love.
Don’t fail your loved ones. Even if you've created a plan already, it may not work when your family needs it. Learn what happens when clients are not well-counseled, when your assets are not owned in the right way, and plans are not updated when required to meet your goals. Your family deserves more.

You need an estate plan because if you don’t make the decisions, Texas will make them for you—and the State’s plan for your family is rarely the one you’d choose. An estate plan puts someone you trust in charge, keeps the wrong people out, avoids expensive court processes, protects your kids and your spouse (especially in blended families), prevents family fights, keeps assets from being tied up for months or years, reduces taxes, shields your privacy, and ensures the people you love aren’t left with chaos, guesswork, or conflict. Estate planning isn’t about dying — it’s about control, protection, and making life easier for the people you care about at the worst possible time.
It doesn’t matter how much money you have. Estate planning is not just about some documents. It is not just about money or assets.
We all have a legacy, and only one part of it is about money or things. The deeper part—the part that truly endures—is made of values, stories, relationships, and the quiet ways we’ve shaped the lives around us. It’s found in the lessons we’ve taught, the love we’ve given, the resilience we’ve modeled, and the memories we’ve created. Estate planning isn’t just about dividing assets—it’s about preserving meaning. It’s a chance to say, “This is who I was. This is what mattered to me. And this is how I want to care for you, even when I’m no longer here.”

I help families stay out of court and conflict when life takes an unexpected turn. I’m Craig Choate, and for more than 30 years I’ve guided Texas families through estate planning decisions with clarity, care, and a focus on what actually works when it matters most.
Together, we look at your real-life situation, your assets, and the people you care about, then build a plan that fits your goals and your budget. I call this Life & Legacy Planning®—an approach that goes beyond documents to give you confidence that your loved ones won’t be left with confusion or hard decisions. Let’s make sure you leave a legacy, not a landmine.
You don’t have to figure this out alone. I’m here to help you make thoughtful choices now, so your family is protected later.
We’ll make it easy and affordable for you to do the right thing for yourself and the people you love. Our consultative approach is designed to educate you, help you choose the right legal and financial strategies, and then execute them—especially when you are really busy and life is full.
1560 East Southlake Boulevard, Southlake, TX, USA
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