Welcome! I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. We specialize in creating wills and trusts to achieve your goals. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
If you're ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute complementary consultation. If you're ready to jump right in, please schedule a Family Wealth Planning Session.
Undecided? That's fine, it's normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. As an introduction into why estate planning is essential in protecting your family, I would love to introduce you to a simple, easy to understand best-selling book on estate planning for families, Wear Clean Underwear. While it has a lighthearted name, I believe that you will feel more at ease, educated and informed after reading it. I would be happy to send you a copy of this book for free, as my gift to you for considering working with me.
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5886 De Zavala Rd
San Antonio, TX 78249