Wills & Estates

An Experienced San Antonio Wills Attorney Ensures That Your Wishes Are Followed

A San Antonio estate lawyer and wills attorney guides you through a challenging process

Crafting a will or an estate plan is one of the most personal and emotional legal processes a person can undertake. Ensuring that the assets you have accrued over the course of your lifetime are passed on to your heirs according to your wishes is not a matter to be taken lightly. An experienced wills lawyer can help you legally document your wishes. An estate attorney can also make sure that the language is clear enough to be followed accurately after you have passed.

In the San Antonio area, Joseph P. Appelt, P.C. can help you craft a will or estate plan that passes the test of time.

What goes into planning a will?

Most people think they know what goes into a will, but few people actually do. An experienced wills attorney can help you draft a document that can withstand potential legal challenges once you have passed.

The person creating a will is called a testator. In the will, the testator names heirs to receive real and personal property in the event of the testator’s death. The will also delineates the following:

  • The executor of the will, who settles the estate upon the passing of the testator
  • Guardians for minor children
  • The manner in which the testator wishes to be interred or laid to rest

What are advance healthcare directives and powers of attorney?

Wills document the transfer of personal and real property upon your passing, but they say nothing about anything that occurs while you are alive. Advance healthcare directives let you arrange the kinds of healthcare options you wish to be administered to you if you become incapacitated. You can also name someone to make such decisions on your behalf regarding treatments you wish to receive or refuse.

A power of attorney is a similar document, but it allows a named party to act on your behalf in financial matters, rather than medical ones, if you become incapacitated. Powers of attorney can be drafted to be extremely general or specific, and they cease to be valid should you regain the ability to make your own decisions.

Trusts and estate planning

When planning how to pass your estate on to your heirs, you should seek the advice of an experienced estate lawyer who can suggest several legal and financial instruments. A trust is a common instrument for estate planning. When you create a trust, you name a trustee to manage the trust and a successor to receive the benefits of the trust. When you pass assets to an heir in this way, you avoid several legal issues, such as probate, since the assets in question are technically the property of the trust and not yours personally.

Other instruments, such as family limited partnerships and non-probate transfers, may also make sense for your particular case. Only an experienced estate attorney can advise you on these matters. Joseph P. Appelt is among the San Antonio lawyers who are qualified to guide you.

A San Antonio estate and wills lawyer helps you plan

Texas maintains certain strict laws regarding how wills and other estate planning instruments must be crafted and handled. In San Antonio, Joseph P. Appelt, P.C. can guide you through the estate planning process, ensuring that your wishes are honored once you pass. Our offices are easily accessible, and we accept all major credit cards. Contact us today, online or at [ln::phone]. Se habla espanol.

One thought on “Wills & Estates”

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