Estate Planning Attorney San Antonio

Planning for the future is one of the most meaningful gifts you can give your family. At Texas Esquire Law Group, PLLC, we understand that estate planning is not just about documents—it’s about ensuring your loved ones are protected, your wishes are honored, and your assets are passed on exactly the way you intend. If you are searching for a trusted estate planning attorney San Antonio, our experienced team is here to guide you through every step with clarity, compassion, and professionalism.

Many people postpone estate planning because it feels overwhelming or uncomfortable. But with the right guidance, the process becomes simple, empowering, and reassuring. Whether you need a will, trust, power of attorney, or a complete estate plan, we tailor every strategy to your specific circumstances so you can move forward knowing your legacy is secure.

Estate planning is more than filling out forms—it requires legal knowledge, strategic planning, and an understanding of Texas estate laws. Our role as your estate planning attorney San Antonio is to help you:

• Avoid probate complications and unnecessary legal expenses
• Protect your assets and minimize taxes
• Ensure your property is distributed according to your wishes
• Appoint guardians for minor children
• Make clear medical and financial decisions for unexpected situations
  

When your estate is handled correctly, your family can avoid stress, confusion, and potential disagreements. We aim to give you peace of mind and a legally sound plan that stands the test of time.

At Texas Esquire Law Group, PLLC, we provide a full range of estate planning services designed for individuals, couples, parents, business owners, and seniors. Our services include:

A will ensures your assets go to the right people, at the right time, in the right way. We draft wills that reflect your true intentions and comply with Texas laws.

Trusts offer greater control, privacy, and protection for your estate. Whether you need a revocable living trust, irrevocable trust, special needs trust, or asset-protection trust, we help you choose the best option.

We prepare durable financial and medical powers of attorney so someone you trust can make decisions on your behalf if you become unable to.

Your healthcare wishes should always be respected. We help you create legally binding directives that clearly outline your medical preferences.

If you need help navigating probate in San Antonio, our attorneys simplify the process while protecting your rights and your loved one’s estate.

If you're hiring an estate planning attorney San Antonio, it helps to know what the process looks like. Here are the 7 steps of a smart, functional estate plan:

1. Identify Goals & Concerns – Protecting children? Avoiding probate? Reducing taxes? We start by understanding your priorities.
   
2. Take Inventory of Assets – Property, accounts, investments, and business interests are evaluated.
   
3. Determine Beneficiaries – You decide who inherits and how.
   
4. Choose Fiduciaries – Guardians, trustees, and executors are appointed.
   
5. Draft Core Documents – Wills, trusts, powers of attorney, and advance directives.
   
6. Review & Sign Legally – Documents are signed, notarized, and executed according to Texas law.
   
7. Maintain & Update – Your estate plan is reviewed periodically to reflect life changes.
   

This structured approach ensures nothing is overlooked and every legal detail is handled properly.

The 5 by 5 rule relates to trust distributions. It allows a beneficiary to withdraw:

• 5% of the trust assets, or
• $5,000,
  

whichever is greater, each year without negative tax implications.

This rule is commonly used to give beneficiaries limited access to trust funds while maintaining long-term asset protection.

People often confuse the two, but there is an important difference:

• Estate Planner: May be a financial advisor or consultant who focuses on financial and organizational planning.
  
• Estate Lawyer / Attorney: A licensed legal professional who drafts wills, trusts, and documents that hold up in court and under Texas law.
  

When legal protection matters—which it always does—working with an estate planning attorney San Antonio ensures your documents are valid, enforceable, and customized to your situation.

Costs vary based on complexity, but generally:

• Basic estate planning packages in Texas range from $300 to $1,500
  
• Trust-based estate plans typically range from $1,500 to $5,000+
  

At Texas Esquire Law Group, PLLC, we are transparent with pricing and offer packages tailored to your needs so you know exactly what you're paying for.

When you choose us as your estate planning attorney San Antonio, you receive:

• Personalized guidance from experienced attorneys
  
• Clear explanations without confusing legal jargon
  
• Long-term support for you and your family
  
• A legally strong plan that reflects your values and goals
  

Your estate is part of your life story—let’s make sure it's protected.

The average cost ranges from $300 to $1,500 for basic plans, while more complex plans involving trusts may cost $1,500 to $5,000 or more, depending on the attorney and specific needs.

An estate lawyer is licensed to draft legal documents and represent you in legal matters, while an estate planner may only provide general financial guidance without performing legal tasks.

The rule allows beneficiaries to withdraw $5,000 or 5% of the trust assets annually, whichever is greater, without causing adverse tax consequences.

The seven steps include goal setting, asset inventory, choosing beneficiaries, selecting fiduciaries, drafting documents, executing documents, and reviewing the plan regularly.