Preserve Your Legacy With Expert Estate Planning

Discover How Senior Resource Center (SRC) Can Help Seniors in Texas, Secure Their Legacy Through Comprehensive Estate and Legacy Planning

Preserve Your Legacy With

Expert Estate Planning

Discover How Senior Resource Center (SRC) Can Help Seniors in Texas Secure Their Legacy Through Comprehensive Estate and Legacy Planning

A man is carrying a little girl on his shoulders on the beach.

Estate planning decisions have far-reaching impact on the people, causes and organizations you care about most. We’ll help you evaluate all your assets and cover all the bases, so your plans are executed in the way you intended.

Overcome The Challenges of Estate Planning

Estate planning is complex and can become an emotionally charged process. Seniors encounter challenges as they work to safeguard their legacy and ensure the well-being of their loved ones. Those challenges include:

Uncertainty: Without a well-defined estate plan, uncertainty hangs over the destiny of your assets and possessions, leaving your loved ones in a state of disarray and stress.

Legal Complexities: Estate planning involves navigating intricate legal terrain, which can be overwhelming. Dealing with wills, trusts, and probate may feel like an intimidating task, potentially leading to costly mistakes.

Family Conflicts: Neglecting to address potential conflicts and disagreements among family members regarding your estate can result in fractured relationships and lasting emotional wounds.

Financial Consequences: Inadequate estate planning can culminate in substantial tax liabilities, eroding the value of your estate and jeopardizing the financial security of your heirs.

That’s why we created Senior Resource Center (SRC). We offer expert estate and legacy planning services specifically designed for seniors in Texas. Our mission is to provide you with clarity and peace of mind, and help ensure your legacy endures as a testament to your life's work.

An elderly couple is sitting at a table looking at a piece of paper.

Overcome The Challenges of Estate Planning

Uncertainty: Without a well-defined estate plan, uncertainty hangs over the destiny of your assets and possessions, leaving your loved ones in a state of disarray and stress.

Legal Complexities: Estate planning involves navigating intricate legal terrain, which can be overwhelming. Dealing with wills, trusts, and probate may feel like an intimidating task, potentially leading to costly mistakes.

Family Conflicts: Neglecting to address potential conflicts and disagreements among family members regarding your estate can result in fractured relationships and lasting emotional wounds.

Financial Consequences: Inadequate estate planning can culminate in substantial tax liabilities, eroding the value of your estate and jeopardizing the financial security of your heirs.

Our Comprehensive Estate & Legacy Planning Solution

At Senior Resource Center (SRC), we offer a solution that goes beyond traditional estate planning. To help you navigate the complexities of estate planning and preserve your legacy with confidence, our services provide numerous benefits, including:

Customized Estate Plans

We tailor each estate plan to your unique needs, ensuring that your wishes are clear and legally protected, reducing uncertainty for your loved ones.

Legal Guidance

With SRC, you'll have access to expert legal guidance that simplifies the complexities of wills, trusts, and probate, helping you avoid costly mistakes.

Tax Efficiency

We reduce tax liabilities, safeguarding your estate's value and improving your beneficiaries' financial security.

Peace of Mind

Our comprehensive approach secures your legacy, protects your assets, and fulfills your wishes, granting you the well-deserved peace of mind.

How Our Estate & Legacy Planning Works in 3 Easy Steps

At Senior Resource Center (SRC), we've simplified the estate and legacy planning process to provide you with clarity and peace of mind. In just three easy steps, you’ll be on your way to securing peace of mind.

Step 1: Initial Consultation

We begin with a Free Consultation to understand your unique needs, concerns, and goals. During this meeting, we listen carefully to your wishes and gather essential information about your assets, beneficiaries, legal documents and any potential challenges.

Step 2: Personalized Planning

Our team of experts will create a personalized estate plan tailored to your specific situation. This plan will address your concerns, outline your wishes, and provide clear instructions on how to protect and distribute your assets efficiently.

Step 3: Secured Legacy

With your tailored estate plan, you can rest assured that your legacy is secure. Your heirs will have clear guidance, averting confusion and conflicts. Your wishes will enjoy legal protection, and your loved ones will be well-supported in managing your affairs.

Step 1: Initial Consultation

Step 2: Personalized Planning

Step 3: Secured Legacy

Schedule Now!