Estate Planning Attorney Boerne

Boerne Estate Planning Lawyers: Protecting Your Legacy 

A customized estate plan will protect your hard-earned assets from over-taxation and unnecessary financial losses. At South TX Family Law, we help individuals and families in Boerne, Kendall County, and South Texas to establish customized estate plans. With decades of experience, our team of Boerne estate planning lawyers offers personalized guidance for this critical issue.

We are honored to serve the Boerne area with our concierge-style estate planning service. We represent individuals and families in simple and the most complex estate plans needed by high-net-worth individuals requiring advanced estate planning strategies. 

Why Do You Need an Estate Plan? 

Without an estate plan, should you suddenly pass away or become incapacitated, your loved ones could face a lengthy delay in gaining access to the assets they need for everyday survival. They may lack the funds to pay expenses or be forced to sell family property to cover taxes. When an individual dies without a will, the assets will be distributed under a formula outlined in Texas law, which is unlikely to reflect your wishes. 

A personalized estate plan gives you control over how your property will be passed on to your loved ones and other beneficiaries, names the guardians you choose to care for your children, outlines who will manage your healthcare decision, and can offer tax benefits during your lifetime. At South TX Family Law, we believe protecting your legacy begins with making your intentions clear and enforceable.

Southern TX Family Law: Our Estate Planning Services

Estate planning covers all aspects of distributing your assets. Our dedicated legal team provides comprehensive, personalized, and cost-effective services, including:

Wills and Trusts

• A custom-drafted will
• Trusts to allow assets to avoid probate 
• Naming your chosen guardians for your children
• Appointing a trustee or executor to carry out your wishes

Powers of Attorney

• Medical Power of Attorney for healthcare decisions if you become incapacitated
• Durable Power of Attorney for managing finances and property

Advanced Directives

• Living wills and end-of-life directives
• HIPAA releases and instructions for medical care

Probate and Estate Administration

• Navigating the probate process after the loss of a loved one
• Representing clients in probate court
• Handling estate distribution, asset valuation, and creditor notifications

Special Needs Planning

• Creating trusts to provide for a loved one with special needs without affecting government benefits
• Naming a guardian or trustee to oversee their care

Guardianship and Conservatorship

• Helping families establish legal authority to care for an aging parent
• Providing a solid legal structure to provide support and control for an incapacitated adult

Why Choose South TX Family Law?

Our team brings over three decades of experience to advanced estate planning. We are honored to be trusted by families and individuals throughout Boerne, Kendall County, and beyond who choose our concierge-style personal counsel. We offer our clients an exceptional level of care, reflecting our unique approach to estate planning:

• Local experience: We know Texas estate law and the unique needs of families in the Hill Country. Our team shares your beliefs in faith, family, Texan heritage, and the local culture of warmth and hospitality.

• Focused legal practice: We don’t dabble in estate planning; it is our primary practice area. You can be confident that you will receive superior, personalized service. 
• Dedicated team: We work closely with each client, providing personal attention from start to finish. We focus on you and your family, not rushing through the process.
• A faith-based approach to estate planning: We understand that planning for the end of life can be stressful or emotional. We offer our clients compassionate support along with top-tier service and guidance. As Christians, we believe in the power of prayer. Many of our clients appreciate that we can pray with them and our faith-based perspective on estate planning.

South TX Family Law: Local Roots, Trusted Guidance

Our Boerne estate law firm is uniquely equipped to handle estate planning matters that impact families in the Texas Hill Country, including San Antonio, Kendall County, and surrounding communities. We understand local values, the local court system, and the emotional and legal complexities of preparing for the future. We are here to serve you. 

Call us for your first family law consultation today at 210-775-0353. When you choose South TX Family Law, you’re not working with a faceless corporation. You’re partnering with a local law firm that cares deeply about this community and the families who call it home.

Frequently Asked Questions 

What happens if I die without a will in Texas?

If you pass away without a will in Texas, your estate will be distributed under Texas intestacy laws. That usually means your property will go to your closest relatives, possibly not the people you would have chosen. Drafting a will allows you to name your beneficiaries and protect your family’s interests.

Do I need to establish a trust or is a will all I need?

Whether you need a trust depends on your personal and financial circumstances. A revocable living trust can help you avoid probate, maintain privacy, and provide a clear plan for distributing your assets. We’ll assess your situation and recommend what’s best for your family.

How often should I update my estate plan?

We recommend reviewing your estate plan every 3–5 years or when significant life changes occur, such as:

• Birth or adoption of a child
• Marriage, divorce, or the death of a spouse
• Significant changes in assets or financial status
• Moving to or from Texas

Our team provides ongoing support to ensure your documents reflect your current wishes and legal needs.