Services Offered by One of the Top Estate Planning Law Firms San Antonio, TX

At Bertsch & Boze Elder Law, PC., we provide a diverse range of legal services tailored to meet the needs of individuals and families. Our approach is to offer personalized attention to each client, ensuring that all your legal requirements are addressed with professionalism and care.

Ensuring the financial security and legacy of your loved ones is our top priority. As one of the estate planning law firms San Antonio, TX relies on, our services include the preparation of wills, the establishment of various types of trusts, and the comprehensive development of personalized estate plans. We guide you through the legal complexities, ensuring that your final wishes are executed as you envisioned and that your family’s future is well protected.

Planning for the future involves considering all aspects of long-term care. Our services are designed to help you understand the financial implications of long-term care and explore viable options for managing care needs. We work diligently to safeguard your assets and help you maintain independence and a high quality of life as you age.

Comprehensive Estate Planning Solutions

At Bertsch & Boze Elder Law, PC., we understand that effective estate planning goes beyond simple wills or trusts. As one of the leading estate planning law firms in San Antonio, TX, we work closely with clients to develop comprehensive strategies that address financial, healthcare, and family considerations. Every estate plan we create is tailored to the client’s unique situation, including special needs planning, succession planning for business owners, and asset protection strategies.

Our approach ensures that you not only plan for your eventual passing but also safeguard your financial well-being and provide peace of mind for your loved ones. Families across San Antonio and surrounding areas rely on our expertise to protect assets and minimize potential conflicts.

Wills and Trusts

A cornerstone of any estate plan is a well-drafted will or trust. Our team at Bertsch & Boze Elder Law, PC., specializes in preparing these documents to meet your exact needs. A trust can offer additional protection for heirs, help avoid probate, and manage assets for minors or beneficiaries with special needs. Meanwhile, a comprehensive will ensures that your wishes are legally binding and executed precisely.

As trusted estate planning law firms in San Antonio, TX, we guide clients through the choice of whether to establish a revocable living trust, irrevocable trust, or other trust structures based on their goals.

Protecting Your Loved Ones

Estate planning is not just about finances—it’s about ensuring the well-being of those you care about most. We help clients address scenarios such as children with special needs, elderly family members requiring long-term care, and beneficiaries who may need professional oversight to manage their inheritance responsibly.

Our special needs trust planning services are designed to prevent disqualification from public assistance programs while still providing financial security. By working with our experienced special needs trust lawyers in San Antonio, TX, families can confidently create plans that protect vulnerable loved ones while complying with legal requirements.

Business Succession Planning

If you are a business owner, your estate plan should extend beyond personal finances to include the future of your company. Succession planning, buy-sell agreements, and provisions for business continuity are essential to protect your professional legacy.

Our team at Bertsch & Boze Elder Law, PC., collaborates with business owners throughout San Antonio and beyond to develop comprehensive strategies that integrate personal and professional assets.

Powers of Attorney and Healthcare Directives

A complete estate plan includes provisions for unforeseen events such as illness or incapacity. We prepare statutory durable powers of attorney and medical powers of attorney to designate trusted individuals who can make financial or healthcare decisions on your behalf if you are unable to do so.

Directive to Physicians, also known as a living will, allows you to specify your wishes regarding life-sustaining measures. By including these documents in your estate plan, our estate planning law firms in San Antonio, TX clients ensure that their preferences are honored while reducing stress for family members during critical moments.

Probate and Administration Guidance

Even with a comprehensive estate plan, probate may still be necessary in certain situations. Our team guides families through every step of the probate process, from submitting the will to distributing assets and resolving disputes.

We handle complex issues such as small estates, independent and dependent administrations, and muniment of title, always aiming to simplify the process for our clients. Families in San Antonio and surrounding areas trust our elder law lawyers in San Antonio, TX to provide clear guidance during emotionally challenging times.

Long-Term Care Planning Integration

Integrating long-term care planning into your estate plan is essential to protect assets from the high costs of nursing homes and in-home care. Our team helps clients establish supplemental needs trusts, qualified income trusts, and other strategies to qualify for Medicaid while preserving their wealth.

By consulting with our estate planning law firms in San Antonio, TX, clients can create a coordinated plan that addresses both their healthcare and financial security needs. This ensures a holistic approach that covers all aspects of future planning.

Tax Considerations and Asset Protection

Effective estate planning also involves tax planning and asset protection strategies. We help clients minimize estate taxes, protect assets from creditors, and maximize the inheritance passed to loved ones.

Our attorneys stay up-to-date with federal and Texas state laws, ensuring that every estate plan is legally sound and optimizes available benefits.

Why Choose Bertsch & Boze Elder Law, PC.

As a Certified Elder Law Attorney (CELA) with over 27 years of experience, Carol Bertsch leads our team in delivering personalized, compassionate, and effective estate planning solutions. Our commitment to client service includes home visits, prompt responses, and guidance that extends beyond traditional legal services.

Choosing one of the top estate planning law firms in San Antonio, TX means gaining a trusted partner who prioritizes your family’s security, peace of mind, and long-term financial well-being.

Start Planning Today

Estate planning is a vital step toward protecting your family, your assets, and your legacy. Contact Bertsch & Boze Elder Law, PC., to schedule a consultation with our experienced team. Our estate planning services cover wills, trusts, powers of attorney, long-term care planning, probate, and more.



Whether you live in San Antonio or the surrounding areas, our attorneys provide the guidance and support necessary to create an estate plan that meets your unique needs and preserves your family’s future. Don’t leave your legacy to chance—reach out today and experience the difference of working with dedicated estate planning law firms in San Antonio, TX.

Probate Services

The probate process can often be daunting, filled with complex legal steps and emotional challenges. Our team is proficient in all facets of probate law, handling everything from the submission of the will to the distribution of the estate's assets. We focus on making the process as straightforward and stress-free as possible, ensuring that your loved one’s estate is settled according to their wishes.

Have you been searching for estate planning law firms in San Antonio, TX? For personalized legal guidance and to learn more about how our services can meet your needs, please reach out to us. Our team is committed to providing you with expert legal advice and customized solutions to manage your legal affairs with the utmost care and professionalism.