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San Antonio Estate Planning Attorney

Bulverde Attorney for Wills and Trusts

Bexar County Estate Planning Lawyer Serving San Antonio

We pride ourselves on providing individualized estate planning and legal representation. Our lawyers get to know our clients, and we will learn your specific situation and expectations to better tailor a plan that can meet your needs. No matter the amount of income, assets, or wealth you have accumulated in your life, you should have a plan that meets your needs and ensures your legacy is passed on to your family and loved ones in the manner you intend. Without a comprehensive estate plan, you risk leaving decisions about your estate to the courts or other outside parties.

Getting Started With a Wills and Trusts Lawyer

Some estate planning firms will advertise services that can prepare a will in a matter of hours. This approach may not work for your personalized situation, and it can leave essential questions unanswered. At The Law Office of Ryan C. Moe, PLLC, our approach is much different. We have been drafting tailored wills as part of the estate planning process for more than a decade. We take the time to get to know our clients before drafting a will to learn their individual situations and goals. Our comprehensive approach can include establishing trusts and using other techniques that will help avoid future disputes.

Our process includes the following steps:

  • An initial consultation where we learn the basic information needed to begin the estate planning process.
  • Our firm will put together a basic package, including a Last Will and Testament, statutory durable powers of attorney and medical powers of attorney, advance directives, and the HIPAA (Health Insurance Portability and Accountability Act) release.
  • If needed, our team can add other options, including establishing a trust, partnerships, or powers of attorney for children.
  • Preparation of the final documents and, if desired, a will ceremony at our office with your finalized custom plan.

Power of Attorney Creation

A vital part of any planning process is the creation of power of attorney directives. This component of the estate plan names specific individuals you give the ability to control important decisions about your health and finances if you no longer have the capacity to do so. If no powers of attorney are established, these decisions may be taken out of your hands, and they may go against your wishes.

At The Law Office of Ryan C. Moe, PLLC, we can help our clients understand the importance of this process, and we assist in drafting the different types of powers of attorney they may need. These can include:

  • Statutory durable powers of attorney – This directive names one individual who will oversee your legal and financial decisions if you are incapacitated and cannot do so yourself. They will have the power to make decisions about assets and payments while you are incapacitated or for any predetermined amount of time.
  • Medical powers of attorney – This directive names an individual to make health care and treatment decisions if you are incapacitated and cannot do so yourself.
  • HIPAA (Health Insurance Portability and Accountability Act) release – This release is required for your medical power of attorney to ensure that essential medical decisions can be made promptly. Without it, time can be lost while the records are being secured.

No matter where you are in the estate planning process or what your needs and goals may be, we are ready to help you understand your options and plan for your future.

Plan a Stable Future with a San Antonio Estate Planning Lawyer

For all your estate planning needs, from creating wills and trusts to granting powers of attorney, trust The Law Office of Ryan C. Moe, PLLC. Our estate planning lawyers will work to create an individual plan for your unique situation. Contact our office or call 210-861-6000 today. We are proud to serve San Antonio and the Bexar County area, including Jourdanton, Devine, Castroville, La Vernia, Boerne, New Braunfels, Seguin, Hondo, Floresville, and including but not limited to Bandera County, Kendall County, Atascosa County, Medina County, Guadalupe County, Wilson County, and Comal County.

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