Top 3 Mistakes People Make When Creating a Will and Trust
2127 Gold Canyon Drive
San Antonio, TX 78232
Event Schedule
12:00 – 12:30 PM: Presentation
12:30 – 12:45 PM: Open Question Forum
12:45 – 1:00 PM: Wrap Up
- The three biggest mistakes people make when setting up a will or trust
- How those mistakes can cause probate delays, higher costs, or family disputes
- Why a simple will is not enough to fully protect your home and savings
- The gaps that trusts can leave if they aren’t funded or maintained correctly
- How to spot bad advice, outdated documents, and online templates that fail
- Steps you can take now to make sure your plan actually works when your family needs it
- Practical guidance to keep your estate protected and your loved ones out of court
Meet Our Estate Planning Attorneys
Our unique background allows us to provide insightful guidance in matters of estate planning, trust & probate administration, and long-term care planning.
Pamela Hailey-Petty
One of the most important things to Pamela is family and she takes the time to help her clients protect what they have built over their lifetime.
Her goal is to ensure that she and her team are helping them achieve their estate planning goals.
Sharissa Baeza
Sharrissa was raised in Central Texas and earned her Law Degree from South Texas College of Law Houston.
She then gained experience in the Estate Planning and Probate Clinics, offering pro bono services to individuals and families within the community.
Kay Covarrubia
Kay has always had a strong passion for estate planning and helping people.
She feels missional about guiding people in the law to protect themselves and their loved ones.
