Southlake Estate Planning Advisors

Are you or your loved one looking for estate planning advisors in Southlake TX?

Bisdorf Palmer understands the stress and strain that is often suddenly placed on families after a loved one has passed. That’s why we believe in the importance of having an estate planning advisor you can trust to help you make the right choices in one of life’s most significant financial decisions. Estate planning can be a multi-faceted, complicated process. Our team of advisors works collaboratively with estate planning attorneys to provide financial clarity and make the process as smooth as possible for all parties involved. Our team at Bisdorf Palmer has more than 30 years of combined experience and is recognized in Southlake for estate planning advisors who are professional, trustworthy, and passionate about caring for families.

Estate Planning You Can Rely On

Often, the division or transfer of a loved one’s assets will fall on the family during grieving, which is why you must have an estate advisor you can trust to help you plan ahead of time. Bisdorf Palmer can help you put an estate plan in place that will provide the maximum wealth for your beneficiaries, relieve your loved ones from carrying the burden themselves, and prevent confusion about your wishes. Our team has a reputation for being honest, competent, and diligent. Unlike many other estate planning advisors in Southlake TX, we find purpose in caring for our clients’ families by helping execute smooth transitions for their estates. Our approach to estate planning is innovative. We use research, tools, and industry-leading software in our planning, account aggregation, portfolio optimization, forecasting, economic analysis, investment analysis, and screening processes that most other Southlake estate planning advisors don’t access. 

Likewise, Bisdorf Palmer is proud to offer you and your family a complete list of financial services that can serve you in all seasons of life, including: 

  • Risk management
  • Accumulation
  • Estate planning
  • Tax planning
  • Retirement planning
  • Business planning


Southlake Estate Planning Advisors 

Don’t leave your family with the burden of estate planning. Give yourself and your loved ones confidence by trusting Bisdorf Palmer with this heavy responsibility. Contact our estate planning advisors in Southlake TX. Contact us by phone, or simply fill out one of our contact forms on our website for more information. 

*We should request that Commonwealth provide a disclaimer such as “Commonwealth and Bisdorf Palmer do not provide legal advice. While we provide estate planning guidance through financial planning, the legal guidance and direction necessary for an estate plan – the drafting of wills, trusts, and other documents – is provided by attorneys with whom we partner.

Investing the Way it should be