Estate Planning In San Antonio

If something happened tomorrow, would your finances transfer exactly how you want, with as little stress and tax cost as possible? Our estate planning services ensure you get the details right, so your legacy is protected and your plan works the way you intend it to.

Your Legacy Deserves a Plan

Estate planning should be clear, practical, and built to work in the real world. We help you decide what happens to your assets, reduce taxes where possible, and make the process easier for the people you care about.

From will and trust support to charitable giving and business succession, we coordinate every detail with your broader financial strategy so nothing is left to chance. The result: a plan you understand, can update as life changes, and know will work when it’s needed most.

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Individual Tax Planning Personal Financial Planning Wealth Management Retirement Planning Estate Planning

Talk to a CPA Who Knows Your Industry

Get clear answers and a plan that works in the real world.

What We Handle—So You Don’t Have To

We take the guesswork out of estate planning by giving you both strategy and structure to protect what matters most.

Wills, Trusts & Asset Allocation

We provide will and trust support to help structure your estate so it reflects your wishes, allocating assets to spouses, children, trusts, and charitable causes.

Gift Tax & Wealth Transfer Strategy

We design plans that minimize your lifetime tax burden and preserve more wealth for your loved ones through thoughtful gift and legacy planning.

Trust Administration Support

We assist with the financial and tax components of trust management to ensure compliance and reduce stress on your trustees.

Business Succession Planning

If you own a business, we help you create a transition plan that preserves value and keeps operations running smoothly, whether you retire, sell, or pass it on.

Estate, Gift & Fiduciary Tax Preparation

We prepare estate tax returns and evaluate fiduciary filings, handling the complex reporting requirements most families aren’t equipped to manage on their own.

Ongoing Plan Reviews

As your family grows and your finances change, we revisit your estate plan to keep it aligned with your current needs.

Why Estate Planning Services Matter

Done well, estate planning services put you in control, protect the people you care about, and preserve more of what you’ve built. By partnering with Myres CPA, you can expect to gain:

Control and Clarity

Without a plan in place, state law decides where your assets go. We help you maintain full control by clearly defining how your estate will be distributed.

Protection for Loved Ones

Estate planning services reduce the burden on your family, ensure you avoid unnecessary legal disputes, and protect rightful heirs. Our estate planning San Antonio team helps you build a structure that minimizes stress during already difficult times.

Tax Efficiency

We combine legacy planning and tax strategy to help you preserve more of what you’ve built. This includes reducing estate and gift taxes, structuring charitable contributions, and improving the efficiency of wealth transfers.

Peace of Mind for the Future

From will and trust support to long-term wealth preservation, we ensure your plan is practical, comprehensive, and ready for life’s changes.

Our Process: The Myres CPA Approach

We keep things straightforward—so you always know what’s happening, what comes next, and why it matters.

Discovery & Assessment

We begin with a conversation to understand your assets, family dynamics, wishes, and goals. If you already have documents in place, we’ll review them together.

Strategic Planning

We’ll build or revise your estate plan to ensure assets are protected, beneficiaries are clear, and tax exposure is minimized. If needed, we coordinate with your attorney—or recommend one.

Ongoing Support

Life doesn’t stand still. We’ll help you revisit your estate plan periodically and update it to reflect major changes like marriage, children, business growth, or new laws.

Ongoing Optimization

Life changes. So do tax laws and financial goals. That’s why we stay involved to refine your strategy, adapt to new developments, and support you long-term.

The Results Speak
for Themselves

Hear how we’ve helped clients simplify their finances and plan for the future.

Anyone can pay to have an accountant, but I feel like I have found a trusted advisor and financial accountability partner who honors my vision, and that is far more valuable to me.

Taylor McLeod

Entrepreneur, Peppermint Plumbing

With Trevor, it’s never felt like just another transaction; his focus is on building a long-term partnership that grows with your business.

Eric Wehmeyer

Principal, Spectrum Lighting

We’ve been working with Trevor Myres for over five years, and I can’t imagine running our practice without him. He’s helped us make smart financial decisions, save money, and plan ahead with confidence.

Luis Rojas OD

Owner, Innovista Eye

Trevor and his staff made our transition smooth. They’re not only professional and knowledgeable but also made us very welcome—as if we’d known them forever.

Mike & Eva Varnum

Owners, Good Electric

Why Business Owners Choose Myres CPA

Proactive By Design

Most accounting service firms show up when deadlines loom. We maintain contact throughout the year, ensuring you always know where you are and where you’re going. Our proactive approach anticipates challenges, reduces risk, and capitalizes on opportunities most CPA firms miss.

End-To-End Services

Tax service planning, accounting, advisory, and financial strategy work best when they work together. We integrate services to eliminate hand-offs, reduce miscommunication, and keep your financial plan in perfect alignment.

Hands-On Expertise

When you work with our team, you work with our team. Not a rotating cast of seasonal contractors. Our accountants know you, your goals, and your entire financial picture. That consistency allows us to deliver the hands-on guidance you not only need but deserve.

Local Roots. Nationwide Reach.

We may be a San Antonio-based business advisory, but our expertise extends well beyond our home region. Whether you’re five miles away or 1,500, we make working together seamless, secure, and hands-on.