Schedule Consultation (512) 392-5010

Local And Familiar With A Focus On Service

ESTATE PLANNING

When you hire David K. Sergi & Associates, P.C. to assist you with your estate planning, our Estate Planning Section starts by asking you pertinent questions so that we can learn as much as possible about your assets and obligations, as well as your goals and objectives. Next, our Estate Planning Section carefully explains the different strategies available to help you meet your objectives, including the use of wills and trusts, the re-titling of assets such as homes or financial accounts, and lifetime gifting. Once you have selected the strategy that best fits your needs, our Estate Planning Section prepares all the documents required to put your estate plan into place, including:

  • Wills
  • Trusts
  • Powers of attorney
  • Health care directives

From offices in San Marcos, our local lawyers represent clients in Hays County, Caldwell County, Guadalupe County, Travis County, Bexar County and Comal County. Wherever you are in Central Texas, call us at (512) 392-5010 or contact us by email or fax to arrange a an initial consultation with one of our experienced San Marcos attorneys.

Sergi & Associates, P.C.

Contact

329 S Guadalupe St
San Marcos, TX 78666
Phone: (512) 392-5010


We practice with integrity, including prompt return of phone calls and email messages, and clear explanation of legal options.

Our fees are competitive and based on reasonable billing practices.

Call us (512) 392-5010 or use our convenient contact form to request a return call or email to arrange a free consultation.

The hours for consultations at our offices in San Marcos are generally from 8:30 a.m. to 5 p.m. weekdays but we can make ourselves available to meet with you anytime.



Sergi & Associates, P.C., provides legal counsel for clients in Hays County, Caldwell County, Guadalupe County, Comal County, Travis County and Bexar County, including Central Texas communities such as San Marcos, Kyle, Buda Lockhart, New Braunfels, as well as Austin and San Antonio.