The People Behind Your Estate Plan

Estate Resource Center of Texas has guided Hill Country families with financial  planning for over 26 years. We coordinate and provide administrative estate planning services with attorney-drafted documents, trust funding support, and a named, in-person team working from our office in Boerne. We are not a law firm nor do we give legal advice.

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26+ Years Serving the Hill Country in financial services

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Named, In-Person Planning Team

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Attorney-Drafted Documents

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Offices in Boerne

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No-Obligation Clarity Session Included

Estate Planning Specialists Rooted in the Texas Hill Country

We work with families, retirees, and landowners across Texas, with deep roots in the Hill Country communities we call home. Our office is at 229 N. Main Street in Boerne, and we run free workshops throughout the Texas Hill Country as the primary way families learn about estate planning and get their questions answered.


As an estate planning administrative services center at ERC, we are also Hill Country financial advisors, so income, retirement, and estate decisions are reviewed together instead of handled by separate providers who never compare notes. Every client works directly with a Legacy Planning Administrative Specialist in person, from the first conversation through your completed plan, and we don't consider a plan finished until every loose end is resolved.


You won't be asked to fill out any paperwork before your first appointment, and there is no pressure to move forward before you know exactly what your plan would include.

Attorney-Drafted Quality

ERC's estate planning document packages are produced through Simple Estate Docs, a platform built on attorney-drafted templates that are legally valid in Texas. The documents our clients receive are delivered through an in-person process that includes plain-language explanation and ongoing support after signing.

ERC does not practice law and does not provide legal advice.

What our Legacy Planning Specialists provide is everything around the documents: reviewing your situation, assistance in administering trust funding, and third party re-deeding of real property, and maintaining your plan through lifetime updates.

The Specialists Behind Every ERC Estate Plan

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Lynn Stokes

Chief Executive Officer


Lynn has guided Hill Country families through financial planning for over 26 years and leads the ERC client process from the first Clarity Session through document execution and trust funding. He built the approach that defines how ERC works: clear communication at every step, no rush to signatures, and no gaps left in a plan once it is finished.
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Amberlee Brooks

Legacy Planning Specialist


Amberlee works with clients through the document review stage, assisting that decisions made during the Data Entry process by the client are accurately reflected in the final document package. 

A Simple, Structured Approach

A Complete Estate Plan in Five Steps

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Step 1:

Attend a Free Community Workshop

Most ERC clients start here. Our free Hill Country workshops cover the five estate planning decisions, the difference between a will and a trust, how probate works in Texas, and what a complete funded estate plan includes. There is no obligation and no sales pitch. Workshop dates and locations are posted on our blog.

Step 2:

Schedule Your Clarity Session

Your Clarity Session is a no-obligation, in-person appointment at our Boerne office. We review your family situation, your property, and your goals. You receive a tour of the document creation portal. This is where the conversation starts, and you will received guidance throughout the entire journey.

Step 3:

Design Your Estate Plan

If you choose to move forward, your Legacy Planning Administrative Specialist will help you review your information so it is reflected in your documents: who manages your affairs, who inherits, how your real property is handled, and how medical and financial authority is assigned. Every choice reflects your specific family and situation.

Step 4:

Execute Your Documents

Your attorney-drafted document package is prepared through Simple Estate Docs, reviewed with you in person, and signed. This includes your revocable living trust, last will and testament, financial and medical powers of attorney, living will, advanced medical directive, and supporting directives.

Step 5:

Fund Your Trust and Re-Deed Real Property

Signing documents is not the finish line. It is the beginning of the step most estate plans never complete. We coach and assist in an administrative capacity, to help coordinate the transfer of your assets and real property into the trust, discuss and facilitate the third party re-deeding process, and set you up with an online document vault and funding kit. Lifetime updates and unlimited restatements are included.

Common Questions About Estate Resource Center of Texas

  • Who are the estate planning specialists at Estate Resource Center of Texas?

    ERC's Legacy Planning Specialists are Lynn Stokes and Amberlee Brooks. Lynn has over 26 years of experience in financial services and leads the client process from the Clarity Session through the trust funding in an administrrative capacity. Amberlee guides clients through document data entry, administrative assistance with the trust funding, and the third party re-deeding stages. All work in person from our Boerne office.

  • Is Estate Resource Center of Texas a legitimate business?

    Estate Resource Center of Texas is an offshoot of Strategic Financial Group, with a physical office at 229 N. Main Street in Boerne, Texas. Our team is named, reachable by phone at 210-209-8622, and meets every client in person.


    Our type of estate planning technology platform has been in continuous use since 2012, creating hundreds of thousands of estate planning documents for families nationwide, compliant in every U.S. state. Every document is written by seasoned estate planning attorneys, so you get sound, state-specific documents affordably.


    We are not an online document service or a national intake center. Every estate plan is handled by a Legacy Planning Administrative Specialist from start to finish.

  • How long has Estate Resource Center of Texas been in business?

    Founder of Strategic Fianancial Group, Lynn Stokes, has been licensed in financial services for 27 years, and our type of estate planning platform has been in continuous nationwide use since 2012. We opened our physical office in Boerne in 2025. Our client relationships extend across many Texas Hill Country counties, and we continue expanding our educational workshops throughout the region.

Meet Us In Person, At No Obligation

Schedule a no-obligation Clarity Session wherever you are in the Hill Country. Visit our office in Boerne, or connect with us at 210-209-8622, or send a message through our contact page. The first conversation is yours to keep, whether you move forward or not.