Best of New Braunfels 2018

Protecting Your Family.
Protecting Your Business.

Free Consumer Report
Beverly R. Davidek

A fast, FREE, friendly and essential guide to estate planning.

Protecting Your Family.
Protecting Your Business.

Best of New Braunfels 2018

Welcome!

I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them). We focus on business and estate planning to achieve your goals.
If you're ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation. If you're ready to jump right in, please schedule a Family Wealth Planning Session; if you're a business owner, schedule a LIFT strategy session.
Undecided? That's fine. It's normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?) they felt more at ease, educated and informed. I would love to send you a copy of this book for free, as my gift to you for considering working with me. 

Simply click here and enter your name and email address, and I'll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families. 

It's called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.

Upcoming Events
Free Kids Protection Plan Workshop
Saturday, October 20, 2018
10am
Free estate planning presentation

You Are a GREAT parent. But has something been left incomplete? Who will take care of your kids if something happens to you? And will they be cared for the way you want?


FREE BREAKFAST + CHILDCARE

1440 N. Walnut Avenue

New Braunfels, TX 78130

Book Beverly
For Your Next Event
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    Estate Planning 101
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    Kids Protection Plan
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    Guardian Nomination Workshop
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    Asset Protection Planning
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    Planning for Business

Beverly's presentations are roughly 60 minutes long and touch on what people want to know – what, how, why, and what you can do to fix it. Beverly's spoken for churches, nonprofit groups, and more. Availability is limited, so reach out right away.

Happy Clients

For years now my financial advisor has suggested my wife and I get our wills written, but we just kept putting it off. Then we met Beverly and in a short discussion she made the process accessible. Her clear and understandable fee structure and guidance through process made it easy. Her approach is methodical, insightful, and really gave us time to plan things out the way we want. And now we have peace of mind knowing we’re covered. Couldn’t be more grateful for Beverly’s help.

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Charles

Beverly is the most knowledgeable, reliable and caring lawyer I know.

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Roxann Obledo

Have Kids at Home?

Then You Need to Name Legal Guardians. Do It Here for Free.

If you have children, you likely worry about what would happen to them if something happens to you.

 At the very least, you want to name legal guardians to care for them, for the long-term. And, it needs to be done legally. So we've created a website to make it easy. You can do it for free here. 


What would happen to your kids if something were to happen to you?

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DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter. Not Certified by the Texas Board of Legal Specialization. More.