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

You spent a lifetime building it.
Let's protect what comes next.

The free Family Estate Protection Review — with the only Round Rock attorney who is also a CPA, so your plan is built with financial judgment, not just legal forms.

How it works
2-minute scorecard · No cost · We'll tell you if you don't even need a review
JD AttorneyCPAMBA20+ yrs business owner
★ Free • 25 minutes • No obligation

The Family Estate Protection Review

A clear, personal read on where your plan protects your family — and where it quietly doesn't.

  • Where probate, taxes & long-term care threaten your estate
  • What your current will does — and doesn't — protect
  • The exact next step for your family — no pressure
Start with a quick scorecard — we'll tell you if you even need a review.
⚖ 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 court

A will doesn't avoid probate — it's just instructions to a judge. Your family can spend a year and thousands in court before they see a dime.

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.

“

"But we already have a will."

Most families do — and a will does the one thing people think it prevents: it sends your estate through probate court, not around it. The scorecard shows you, in plain English, what your current plan actually covers and what it leaves wide open. Bring it with you.

The free review

25 minutes. A clear picture. Zero pressure.

We look at your home, savings, business interests, and family — and tell you exactly where your plan protects you and where it quietly leaves you exposed.

  • Your personal estate-exposure scorecard, reviewed by Gerald himself
  • The financial blind spots other estate lawyers miss — caught by a CPA
  • A plain-English next step — or honest confirmation you're in good shape
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
How it works

Clarity in three simple steps.

Take the Scorecard

Answer 7 quick questions. About two minutes — no commitment, no card.

See your exposure

Get an instant read on where your estate is — and isn't — protecting your family.

Book your review

If it's worth a conversation, grab a time with Gerald. If not, we'll tell you.

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.

Yes — a focused 25 minutes to see where you stand. No obligation, no pressure to sign anything.

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 Scorecard 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.

See where your plan stands — in 2 minutes.

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