Areas of Focus: Kids Protection Planning, Life and Legacy Planning, LIFTed Business Advising
Licensed States: Texas
Hi. I’m Trisha Morales Padia. I became a Personal Family Lawyer® because I’m passionate about helping families create happy and secure futures while living richer lives today.
I’m here to help business owners and families across the /state of Texas make wise, eyes wide open legal, insurance, financial, and tax decisions.
In my practice, I focus on Family Protection, Wealth Preservation, and Value-Based Planning. I’m also experienced with wealth planning strategies for unmarried couples and divorced individuals.
Whether you are married or single, a traditional family or a blended one, starting out or looking back on a life well-lived, I will help you to craft a plan that achieves your goals for your loved ones today and for years to come.
I graduated from law school at St. Mary’s University, San Antonio, Texas in 2013. After graduation, I started my own firm helping others navigate the rough and bumpy waters of the legal system.
I deeply enjoy educating my community on all the options they have, to move forward! My goal is to make complex matters that most people dread seem more manageable.
And most importantly, I love to spend time with my husband and kids and travel.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.