Estate Planning Attorney in San Antonio
Whether you need to draft a will or other estate planning documents or probate a loved one's estate, Trisha Morales Padia is the estate planning attorney to help guide you through the complex process. We know these matters can be as sensitive and emotional as they are complex and stressful - but our team is committed to making things easier.
On this 15-minute call, we’ll help you consider the right path to an estate plan that works for you and the people you love. Some of the questions we’ll consider together:
- Should you have a will, trust or something else?
- What should an estate plan cost?
- Should you go it alone or get our support?
- If you hire a lawyer, how should you choose who to hire?
As your Trusted Family Lawyer, our promise to you is to help you get a plan in place that will work for your loved ones when they need it, and keep them out of court and out of conflict.
A Strong Focus on San Antonio Estate Planning
We have deep experience in estate planning and are happy to guide our clients through the process. Still no sure? Check out the free resources on our dedicated estate planning website - including guides all about the process and what to expect.
Visit Our San Antonio Estate Planning Website
Our Estate Planning Services in San Antonio
Estate Planning
Estate planning can help provide peace of mind and prevent complex issues after a family member passes. Our estate planning services are designed to help you protect and distribute your assets according to your wishes while saving your loved ones from added stress. We can help protect your assets from creditors, lawsuits, and other potential threats—as well as identify ways to minimize taxes and maximize the value of your estate for your beneficiaries. No matter what your estate entails, we’ll work closely with you to create a customized plan that addresses your specific concerns and goals.
Estate Administration
In addition to estate planning, our attorneys can guide executors and trustees through the process of administering the estate, including filing the necessary paperwork, paying debts and taxes, and distributing assets to beneficiaries.
Wills & Trusts
Wills and trusts are essential estate planning tools. A will can help ensure your wishes are carried out in the event of your death, while trusts can reduce the complexity and stress of dealing with courts and conflicts during asset distribution. We help our clients create legally binding documents that accurately reflect your intentions and provide peace of mind for you and your loved ones.
Probate
Navigating the probate process can be stressful and overwhelming—particularly after you’ve lost a loved one. Our probate services are designed to make things easier. Your estate planning attorney will guide you through each step with compassion and efficiency, ensuring that your loved one's estate is settled smoothly and in accordance with the law.
Power of Attorney & Healthcare Directives
A designated power of attorney can make important financial and medical decisions on your behalf if you are unable to do so. Our estate planning attorneys in San Antonio can help you establish a power of attorney that grants specific authority to the person of your choosing, ensuring that your affairs are handled according to your wishes. We can also assist you in creating advance directives, which can outline your preferences in the event you are incapacitated and/or for end-of-life care.
Special Needs
Worrying about a loved one with special needs can keep anyone up at night. Get peace of mind with our careful consideration and specialized expertise. Our attorneys are experienced in creating comprehensive estate plans that protect the financial security and well-being of individuals with special needs while also preserving eligibility for government benefits and support services.
What do estate planning lawyers do?
In a nutshell, estate planning lawyers help individuals and families prepare for the future by creating legally binding documents that outline their wishes regarding their assets, healthcare decisions and the distribution of their estate upon their passing.
Think of our estate planning services as a comprehensive and customized way to protect your assets—and your loved ones—in the event of your passing or if you become incapacitated. By seeking the guidance of an experienced estate planning lawyer, you can gain peace of mind knowing that your affairs are in order and your loved ones are provided for according to your wishes.
What is the estate planning process?
Like your life, each estate planning package is completely unique to the individual. That’s why our thorough estate planning process leaves no stone unturned.
1. Free estate planning consultation
Thinking about estate planning? You have nothing to lose with a free discovery call with our experts. We’ll help you understand the process and answer any questions you might have. After getting to know you, we can recommend a bespoke package of services that meets your needs.
2. Legacy Planning Sessions
If you decide to move forward with our estate planning services, we’ll continue discussions to get to know the details of your estate planning wishes and collaborate on a strategy that keeps you and your family protected.
3. Documentation
The final step of the estate planning process is to provide you with all the necessary, legally binding documentation covering every aspect of your estate (wills, trusts, power of attorney, healthcare directives, etc.).
4. Ongoing guidance
Our estate planning services don’t end after things are signed, sealed, and delivered. We offer our FamilyCare Program to guide you through estate administration, estate plan changes, and more.
San Antonio Estate Planning Consultation
Need help with estate planning? Contact us today for a free discovery call.
