Serving all of Texas, virtually• Round Rock / Greater Austin• (512) 638-2469
Attorney · CPA · MBA — the rare combination

Strategic Estate & Wealth Planning
for Texas families with assets to protect.

For successful Texas families, professionals, and business owners, Gerald Winters, P.C. coordinates your real estate, retirement accounts, business interests, and family goals into one comprehensive plan — built with the legal, tax, and business judgment most firms don't have.

How it works
A private planning session for Texans with real assets — by phone or video, statewide
JD AttorneyCPAMBA20+ yrs business owner
Private Strategy Session · By application

Your Estate & Wealth Strategy Session

A focused, private session with Gerald — you'll leave with a written Action Plan you keep, whether or not you engage the firm.

  • How probate, incapacity & taxes expose what you've built
  • Whether your assets, documents & beneficiaries are coordinated
  • The exact next step for your family — no pressure
Gerald personally takes a limited number of sessions each week. The 2-minute assessment tells you whether the firm's planning process is a fit.
⚖ Texas Bar Licensed
✓ CPA + Certified Mediator
★ AICPA Member
● Work directly with Gerald — never a paralegal
What's actually at stake

Three things come for what you've built.

And the planning that stops them has to happen before you need it — not after.

Probate & incapacity

A will is only one part of a plan — on its own it doesn't avoid probate, and it does nothing if illness or an accident leaves you unable to act. Coordinated planning addresses both.

Costs & timing

How and when you pass things down has real financial consequences most plans overlook — because most attorneys aren't also CPAs.

Long-term care

A nursing home can spend down 30 years of savings in under three years. If you've watched it happen to a parent, you already know.

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"But we already have a will."

Most successful families do — and a will is only one part of a complete plan. For families with real estate, retirement accounts, business interests, or blended-family concerns, planning should also address probate exposure, incapacity, asset coordination, and beneficiary designations. The assessment shows you, in plain English, what your current plan covers and what it leaves open.

The Strategy Session

A clear picture of what you've built — and how to protect it.

We review how your real estate, retirement accounts, investments, business interests, beneficiary designations, and family structure fit together — and where they quietly leave you exposed.

  • Reviewed personally by Gerald — Attorney, CPA, and MBA
  • The financial & tax blind spots other estate lawyers miss — caught by a CPA
  • A written Action Plan you keep — whether or not you engage the firm
Why it's different

Most people don't have an estate problem.

They have a financial-judgment gap hiding inside their plan — and their attorney never caught it, because their attorney isn't a CPA.

Gerald is. That's the whole point.
Gerald Winters — Attorney & CPA
JD · CPA · MBA
Gerald WintersAttorney · CPA · 20+ years a business owner
Why Gerald

Legal planning with financial and business judgment.

Before he was an attorney, Gerald earned an MBA, worked as a certified public accountant, and ran his own business for over 20 years. He sees the tax, financial, and family angles most estate lawyers miss.

And when you work with Winters Law, you work directly with Gerald — start to finish. Not a paralegal. Not a template. Just a plan built for your real circumstances.

Juris DoctorAttorney — Texas & Illinois
Certified Public Accountant20+ yrs financial management
MBABusiness administration
Certified MediatorAICPA & TX Society of CPAs
Who this is for

Built for Texans with something to protect.

Our planning process is designed for Texas families, professionals, and business owners who want a comprehensive plan.

You're likely a good fit if you:

  • Own real estate, retirement accounts, investments, or business interests
  • Want to protect your spouse, children, or blended family
  • Need more than a simple will or a one-off filing
  • Are comfortable working virtually — and ready to engage counsel if the firm is the right fit
A quick note

This process isn't for everyone.

It's not designed for single-document requests, free legal advice, or the lowest-cost option. If that's what you need, we'll point you to better-suited resources.

How it works

Clarity in three simple steps.

Take the assessment

Answer a few quick questions — about two minutes. It identifies potential gaps and whether the firm's planning process is a fit.

See where you stand

Get an instant read on where your plan is — and isn't — protecting your family and the assets you've built.

Get your plan

If it's a fit, book a private Strategy Session and leave with a written Action Plan you keep — whether or not you engage the firm.

What clients say

Trusted by Texas families.

★★★★★

"Gerald explained things our last attorney never did — especially the tax side. We finally feel like our family is protected."

EP Estate planning client
★★★★★

"He caught a problem with how our trust was set up that would have cost our kids tens of thousands. Worth every minute."

TR Trust review client
★★★★★

"Did the whole thing virtually, from another part of Texas. Clear, patient, and no pressure at all."

MP Medicaid planning client

Reviews reflect individual experiences and are not a guarantee of future results.

Questions

Good to know.

Texas families, professionals, and business owners who want a comprehensive plan — not a single document or the lowest-cost form. The assessment tells you whether the firm's process is the right fit, and the first Strategy Session is complimentary.

No. Gerald serves clients across all of Texas by phone and video, with secure remote document signing.

Great — bring it. A will is a starting point; the assessment shows you what it does and doesn't actually cover for your family.

Never. You'll leave knowing your options either way — that's the entire purpose of the review.

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A note about our process

Our Strategy Sessions are intended for prospective clients seriously considering comprehensive planning or business legal services. We do not provide free legal advice, document-specific analysis, or second opinions outside an attorney-client relationship. If your matter appears to be a good fit, we'll discuss the scope of representation, fees, and next steps.

See where your plan stands — in 2 minutes.

The sooner you know, the more you can protect for the people you love.