ADRC Agency-Referral Tool


Main Categories (Information and Assistance) > Sub Categories (Will Preparation Assistance) > Agencies

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 Bexar Area Agency on Aging (AACOG / AAA) / Legal Assistance & Benefits Counseling

State Certified benefits counselors provide free and impartial counseling and advocacy regarding public benefits such as Medicare, Medicaid, Medicare Savings Program and the Low Income Subsidy. The program also provides legal services for seniors through a specially funded program in partnership with the San Antonio Bar Association. Services include Wills, Power of Attorney, Probates, uncontested divorces, single bankruptcy, uncontested guardianship/custody, uncontested adoption, and other services.

Hours: Mon-Fri 8am-5pm

Area(s) Served: Bexar

Target Group: Seniors, Disabled, Caregivers

Fees: Voluntary donation.

Application Process: By telephone or in person.

Eligibility Requirements: Bexar County residents 60 years & older, & spouses, families, caregivers; or under age 60 on Medicare

Phone: (210) 477-3275

Address: 2700 NE Loop 410 San Antonio, TX 78217

Web: Go to site

Related Taxonomies:

  • Bankruptcy Assistance
  • Legal Counseling
  • Legal Representation
  • Benefits Assistance
  • Benefits Assistance * Older Adults
  • Benefits Assistance * SSI Recipients
  • Benefits Assistance * Kinship Caregivers
  • Veteran Benefits Assistance
  • Durable Power of Attorney for Health Care
  • Living Wills
  • Durable Power of Attorney for Asset Management
  • Will Preparation Assistance
  • Adoption Legal Services
  • Uncontested Divorce Assistance
  • Probate Assistance
  • Adult Guardianship Assistance
  • Lawyers

 Catholic Charities- Archdiocese of San Antonio- Wills & Advanced Planning Services

Wills Program offers, on a sliding fee scale.

Hours: Mon-Fri 8am-5pm

Area(s) Served: Bexar, Medina, Atascosa, Kerr, Guadalupe, Bandera

Target Group: Low income

Fees: Sliding scale.

Application Process: By telephone.

Accepted Payment: Private pay

Phone: (210) 222-1294

Address: 202 W French Place San Antonio, TX 78212

Web: Go to site

Related Taxonomies:

  • Advance Medical Directives
  • Durable Power of Attorney for Health Care
  • Durable Power of Attorney for Mental Health Care
  • Living Wills
  • Durable Power of Attorney for Asset Management
  • Will Preparation Assistance
  • Pro Bono Legal Aid Volunteer Opportunities

 Catholic Charities- Archdiocese of San Antonio- Guardianship Services & Money Management Program

Legal guardianship services, including less restrictive alternatives, for those who lack mental capacity due to illness or disability, and who are at risk of abuse, neglect and exploitation. Some alternatives to Guardianship are our money management services or referrals to other agencies. Offers will preparation, durable power of attorney, and advanced planning services. ** The Money Management Program provides bill payer and representative payee services to low-income individuals 55 years and older who lack the ability to effectively manage their own financial affairs. Designed to prevent financial abuse, neglect and exploitation of the elderly, the Money Management Program promotes independent living for individuals on a fixed income who have no one else available or appropriate to assist them. Goal is to prevent financial abuse, neglect and exploitation of adults 55 years of age and older. Case management services are provided to all eligible individuals enrolled in the Money Management Program. Case managers meet with clients regularly to: •Assess initial and on-going needs; •Review current expenses and establish a budget; •Provide information on how to effectively manage financial affairs; •Inform them of any benefits, services or insurance they may be entitled to; •Assist them with re-applying for benefits, if needed; •Pair them with a volunteer bill payer or representative payee who will visit them monthly; •Provide referrals to other agencies for additional support services. Through Bill Payer Service, clients are paired with a trained bill payer who provides one-on-one financial management assistance. Bill payers: •Meet with clients once a month to help them sort through mail and organize bills; •Set up a list of monthly income and expenses; •Write checks from a designated account for client’s signature; and •Help balance their checking account.

Hours: Mon-Fri 8am-4pm

Area(s) Served: Bexar, Atascosa, Bandera, Comal, Guadalupe, Kendall, Kerr, Medina, Wilson

Phone: (210) 222-1294

Address: 202 W French Place San Antonio, TX 78212

Web: Go to site

Related Taxonomies:

  • Money Management
  • Daily Money Management Services
  • Representative Payee Services
  • Guardians ad Litem
  • Advance Medical Directives
  • Durable Power of Attorney for Health Care
  • Living Wills
  • Durable Power of Attorney for Asset Management
  • Will Preparation Assistance
  • Guardianship Assistance
  • Guardianship Assistance * Older Adults
  • Adult Guardianship Assistance
  • Volunteer Opportunities

 Law Offices of Jonathan Geserick, PLLC

Law Firm focuses on Special Needs Trusts, Estate Planning, Probate, Guardianship, Supplemental Security, and other areas related to Elder Law and Disability Law.

Area(s) Served: Bexar

Phone: (210) 338-5078

Address: PO Box 160151 San Antonio, TX 78280

Web: Go to site

Related Taxonomies:

  • Legal Counseling
  • Durable Power of Attorney for Health Care
  • Will Preparation Assistance

 LegalShield (Independent Associate)

Affordable & quality legal & identity theft protection. Provide 24/7 emergency access for the member, spouse or significant other & for children up to the age of 26 years & special needs child for life. Our family plan is $19.95 month. Unlimited consultation, letters written & phone calls on your behalf, document reviews, moving traffic violations, IRS representation, civil law suit representation, provide standard & living wills, uncontested divorce, child adoption, name change or separation & ID theft protection.

Hours: On-Call 24/7

Area(s) Served: Atascosa, Bandera, Comal, Frio, Gillespie, Guadalupe, Karnes, Kendall, Kerr, McMullen, Medina, Wilson, Bexar

Fees: Legal Plan: $19.95 for entire family and all dependents up to 26-years old

Application Process: on-line or paper application

Eligibility Requirements: Must be 18-yars old to enroll as primary member

Accepted Payment: Debit/Credit Cards/Checking or Savings account/ Payroll Deduction

Phone: (800) 654-7757

Address: 7442 Silent Spring San Antonio, TX 78250

Web: Go to site

Related Taxonomies:

  • Legal Counseling
  • Legal Representation
  • Advance Medical Directives
  • Durable Power of Attorney for Health Care
  • Will Preparation Assistance

 Marquardt Law Firm, P.C.

Nursing Home Medicaid, Veterans Aid & Attendance, Wills, Trusts, Guardianship, Probate, Trust Administration, & Litigation. Our mission is to empower thousandaires as well as millionaires to tax efficiently protect assets, preserve wealth, reduce family conflict, and maximize government benefits. Fees are based on the following factors: 1. The novelty & difficulty of the issue involved, the skill required to provide the legal services properly 2. The time & labor involved to perform work 3.The fee customarily charged in the community for similar services 4. The amount of money or value of property involved & the results obtained

Area(s) Served: Bexar

Phone: (210) 530-4278

Address: 15600 San Pedro San Antonio, TX 78232

Web: Go to site

Related Taxonomies:

  • Will Preparation Assistance
  • Probate Assistance
  • Lawyers

 St. Mary's University Center for Legal & Social Justice / Pro Bono Program

Engages law students in the representation of clients who are homeless or victims of crime in family law, social security appeals, wills, and probate and consumer matters.

Area(s) Served: Atascosa, Bandera, Bexar, Comal, Frio, Gillespie, Guadalupe, Karnes, Kendall, Kerr, McMullen, Medina, Wilson

Application Process: At area homeless shelters and day centers

Eligibility Requirements: Homeless persons, or low income crime victims

Phone: (210) 431-2596

Address: 2507 NW 36th Street San Antonio, TX 78228

Web: Go to site

Related Taxonomies:

  • Legal Representation
  • Will Preparation Assistance

 The J.M. Dickerson Law Firm

Board Certified Attorney in Estate Planning, Probate, Wills and Trust

Hours: Monday through Thursday from 8-5 Friday 8-4 pm

Area(s) Served: Bexar, Comal, Guadalupe, Hays,

Application Process: Board Certified Attorney Serving Bexar County and the surrounding counties

Phone: 830-302-4577

Address: 1067 FM 306 Suite 608 New Braunfels, Texas 78130

Web: Go to site

Related Taxonomies:

  • Elder Law
  • Advance Medical Directives
  • Will Preparation Assistance

 Wincott Law Firm, PC

Veteran-owned law firm providing specialized legal counseling services to elderly, Dementia/Alzheimer's afflicted families, veterans, and those needing to get estate documents in order. Free consultations and reduced fee legal representation for inheritance, probate, estate planning, will preparation assistance, living wills, advance medical directives, durable power of attorney for health care, elder law, trusts, probate, real estate deeds to transfer property on death, ladybird deeds, revocable transfer on death deed, declaration of guardianship, medicaid liens, medicaid planning. Cases examined closely in order to give easiest and least costly options. Free case access online for exchanging documents, paying fees and other conveniences.

Hours: Mon-Thu 9am-5pm, Friday & Saturday appointments available

Area(s) Served: Atascosa, Bandera, Bexar, Comal, Frio, Gillespie, Guadalupe, San Antonio, Alamo Heights, Converse, Universal City, Leon Valley, Hollywood Park, Windcrest, Castle Hills, Shavano Park, Terrell Hills

Target Group: Seniors, Alzheimer’s ,Care Givers/Families, Hispanic, Asian, African-American, all sub-cultures, Veterans, LGBT, elderly, relatives of deceased

Fees: Reduced Hourly Rates, Reduced Flat Fees, Payment Plans in some cases, Free initial consultation, Affordable

Application Process: Initial consultation

Eligibility Requirements: Photo ID, Death Certificate, other documents reasonably establishing affiliation.

Accepted Payment: Private pay

Phone: (210) 474-6221

Address: 900 NE Loop 410 San Antonio, TX 78209

Web: Go to site

Related Taxonomies:

  • Will Preparation Assistance
  • Probate Assistance
  • Medicaid Estate Recovery Programs
  • Lawyers