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2024

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Best Estate Planning Lawyers in San Antonio, TX

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored San Antonio Estate Planning Lawyers on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

340Reviewed

208Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

4040 Broadway Street Ste 240-311, San Antonio, TX 78209

Expertise.com Rating

Review Sources

Google
4.9 (153)
Avvo
4.9 (57)
Yelp
5.0 (4)

Why choose this provider?

Located in San Antonio and offering concierge-level service to clients in its greater metro area, Kirker Davis LLP is a boutique family law practice with decades of combined legal experience. It offers comprehensive services in mediation, high-net-worth trust formation, business formation and transactions, legal separation, child support, standard to complex estate planning, and more. Kirker Davis LLP acts as a trusted partner in handling clients’ estates and guarantees transparency and full cooperation.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Holly Davis - Founding PartnerActive18 yrs
Chris Kirker - Founding PartnerActive14 yrs

19311 FM 2252, Suite 103, San Antonio, TX 78266

Expertise.com Rating

Review Sources

Google
5.0 (132)
Avvo
5.0 (104)
Facebook
5.0 (10)

Why choose this provider?

The Voeller Law Firm helps individuals and families in San Antonio structure their affairs. It assists in preparing estate planning tools such as wills and trusts. The team also offers guidance to people named as executors, trustees, heirs, or beneficiaries in a deceased person's estate plan. In addition, its attorneys practice in the area of elder law. Founder Jim N. Voeller is a Certified Estate Planning Law Specialist and an Accredited Estate Planner. He founded the law office in 1983.

  • Estate Planning
  • Power of Attorney
  • Wills and Trusts

Attorney Information

Attorney NameBar StatusExperience
Rebecca Jaroszewski - AssociateActive15 yrs
James Voeller - PrincipalActive22 yrs

8118 Datapoint, San Antonio, TX 78229

Expertise.com Rating

Review Sources

Google
5.0 (98)
Avvo
5.0 (13)
FindLaw
5.0 (11)

Why choose this provider?

The Law Offices of Ryan Reiffert, PLLC is a San Antonio-based firm founded by Ryan Reiffert. Reiffert is a San Antonio native and business lawyer specializing in legal services involving estate planning and probate issues such as business successions within families, asset protection, and tax planning. With nine years of legal practice and extensive experience as a tech startup's general counsel, Reiffert provides a professional and customer-centric approach to consulting to help clients determine their needs and make them feel comfortable in counsel.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Ryan Reiffert - PrincipalActive10 yrs

San Antonio, TX 78232

Expertise.com Rating

Why choose this provider?

J. Randall Patterson is an acclaimed oil, gas, and mineral law attorney located in San Antonio, Texas, and also serving the neighboring areas. They specialize in leases, oil, gas and mineral law, titles to land and minerals, natural resources management, contracts and estate planning and probate, among others. With over 30 years of experience, J. Randall Patterson consistently provides high-quality representation and service to his clients, bringing about the most practical legal solutions to their concerns.

Attorney Information

Attorney NameBar StatusExperience
Randall Patterson - PrincipalActive48 yrs

San Antonio, TX 78249

Expertise.com Rating

Review Sources

Avvo
5.0 (33)

Why choose this provider?

The Jacobson Law Firm P.C. is a general practice law firm of licensed attorneys that serve the people of San Antonio, Texas and many of the surrounding communities. Among their several practice areas are estate planning, probate law, military law services, small business law, health law, municipal law, and security clearance, among others. Their knowledgeable staff of associates take pride in their dedication to providing high-quality, dependable, and personally tailored service that makes them a trusted advisor to their clients.

Attorney Information

Attorney NameBar StatusExperience
Dana Jacobson - PrincipalActive39 yrs

San Antonio, TX 78209

Expertise.com Rating

Review Sources

Facebook
5.0 (5)
Google
5.0 (1)

Why choose this provider?

The Law Offices of Joseph P. Rubin offers legal counsel in estate planning, estate administration, and business and tax planning. Based in San Antonio, Texas they also specialize in wills, trusts, advanced estate planning, powers of attorney, directives to physician, probate, and more. The firm is consistently and passionately dedicated to protecting the rights and the welfare of their clients.

Attorney Information

Attorney NameBar StatusExperience
Joseph Rubin - PrincipalActive38 yrs

New Braunfels, TX 78130

Expertise.com Rating

Review Sources

Google
4.1 (7)

Why choose this provider?

Reagan Burrus PLLC in New Braunfels, Texas specializes in civil litigation, estate planning, probate and estate administration, real estate transactions, business and commercial law, tax law, family law, and criminal law, among others. They aim to provide professional and quality legal service that is responsive to the individual needs of their clients.

Attorney Information

Attorney NameBar StatusExperience
David Lamon - MemberActive51 yrs

San Antonio, TX 78212

Expertise.com Rating

Review Sources

Yelp
3.5 (3)

Why choose this provider?

The Law Offices of Carol Bertsch, PC is a San Antonio, Texas-based firm that provides estate planning, Medicaid planning, special needs trust, probate law, power of attorney, and advanced directive, among others. They provide personalized and attentive service to their clients and earnestly aim to give them peace of mind during unwanted circumstances and future events.

Attorney Information

Attorney NameBar StatusExperience
Carol Bertsch - PrincipalActive32 yrs

San Antonio, TX 78209

Expertise.com Rating

Review Sources

Google
4.9 (10)
Facebook
5.0 (1)

Why choose this provider?

Bethune Enright, PLLC is a San Antonio, Texas-based firm with practice areas including business law, oil and gas, estate planning, civil litigation, business litigation, probate, family law, and criminal law, among others. The firm has served many individuals and businesses as they advocate and fight for their clients' interests and welfare.

16016 North Evans Road, Selma, TX 78154

Expertise.com Rating

Review Sources

Google
4.9 (109)
Facebook
5.0 (31)
Avvo
5.0 (15)

Why choose this provider?

Weisinger Law Firm, PLLC is a San Antonio-based law office offering estate planning services. Its legal team can draft regular estate plans with a will, medical powers of attorney, durable powers of attorney, declarations of guardians, and health information releases. It caters to client requests to ensure that their properties are distributed according to their wishes. Developing comprehensive plans that work specifically for each client, Weisinger Law Firm, PLLC is devoted to creating life-long relationships for the benefit of both the office and the families they assist.

  • Estate Planning

San Antonio, TX 78216

Expertise.com Rating

Review Sources

Google
3.9 (11)

Why choose this provider?

J. Raymond Karam, P.C. Attorney-at-Law is an attorney and certified public accountant firm located in the city of San Antonio, Texas. Since 1985, they have served the public in the practice areas of tax planning, tax liens, IRS disputes and collection, living and family trusts, estate planning, wills and probate and more. J. Raymond Karam takes pride in his dedication to protecting the rights of his clients so that they will not be caught unprepared or unnecessarily taken advantage of.

Attorney Information

Attorney NameBar StatusExperience
J. Raymond Karam - PrincipalActive39 yrs

927 Main Street, Bastrop, TX 78602

Expertise.com Rating

Review Sources

Google
4.8 (9)

Why choose this provider?

Dawson Law LLP is a private law firm that serves individuals and communities in and around San Antonio. The firm focuses on estate planning, with a clear estate planning process that seeks to provide its clients with customized plans based on their personal goals, assets, and backgrounds. Dawson Law LLP also offers legal services in the areas of asset protection, special needs planning, probate and estate administration, business planning, and trust and estate litigation.

Attorney Information

Attorney NameBar StatusExperience
Match Dawson - PrincipalActive10 yrs

Compare our Top Estate Planning Lawyers

NameExpertise RatingAddressPromotionsLearn more
Kirker Davis LLP
4040 Broadway Street Ste 240-311, San Antonio, TX 78209Call for consultation
The Voeller Law Firm
19311 FM 2252, Suite 103, San Antonio, TX 78266Free consultation
Law Offices of Ryan Reiffert, PLLC
8118 Datapoint, San Antonio, TX 78229
J. Randall Patterson
San Antonio, TX 78232
The Jacobson Law Firm P.C.
San Antonio, TX 78249
Law Offices of Joseph P. Rubin
San Antonio, TX 78209
Reagan Burrus PLLC
New Braunfels, TX 78130
The Law Offices of Carol Bertsch, PC
San Antonio, TX 78212
Bethune Enright, PLLC
San Antonio, TX 78209
Weisinger Law Firm, PLLC
16016 North Evans Road, Selma, TX 78154
J. Raymond Karam, P.C. Attorney-at-Law
San Antonio, TX 78216
Dawson Law, LLP
927 Main Street, Bastrop, TX 78602

Disclaimer:  Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

FAQs

  • What does an estate planning attorney do?

    An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.

  • What are valuable estate planning services an attorney can provide?

    With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:

    • Create a comprehensive plan to protect a client's legacy, that includes a will, power of attorney, trusts, life insurance, and advanced medical directives
    • Optimize an estate plan as tax laws, life events, assets, and goals change over time
    • Protect a client’s loved ones by preventing assets from entering probate
    • Help clients designate a person to make important health decisions for them if they become incapacitated

  • Can estate planning attorneys help create trusts/wills?

    Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.

  • Is estate planning the same as drafting a will?

    While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.

  • What are the steps involved in estate planning?

    To create a thorough and effective estate plan, individuals should follow these steps:

    • Prepare a will that designates an estate executor; indicate who will receive what assets, and assign a trust and guardians for any children. Consider using an attorney if the will is in any way complex.
    • To avoid probate, have an attorney create a revocable living trust.
    • Assign beneficiaries to other assets, such as life insurance policies, retirement plans, and securities.
    • Use an attorney to prepare a living will, name a health care proxy, and create a HIPAA release form.
    • Update the plan every five years.

  • How long does the estate planning process last?

    The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.

  • What is a trust?

    A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.