Advanced estate planning
Midland, Texas
For Taxable Estates and the Sophisticated Client
TXdocs’ Advanced Estate Planning volume provides Wills specially drafted by a board certified estate planning attorney and CPA with over 41 years actively practicing in Texas.
Forms include:
- Simple Wills – for small to medium estates
- Simple Wills With Dynasty Trusts – for clients who want to protect assets from a descendant’s creditors, failed marriages, or estate tax liability for their lives
- Tax Oriented Wills – for married clients with a large estate; designed to fully utilize estate exemptions
- Pourover Wills – to ensure assets will pour into an existing dynasty trust
- Small Estate Wills With Special Needs Trust – with a third party special needs trust for a disabled child or children
Plus:
- Engagement Letter
- Consent to Joint Representation
- Exit Letters
These forms work cohesively with TXdocs' Trusts volume, drafted by the same expert attorney.
Try out everything for free!
Enjoy 14 days of full access to all features, including thousands of Texas-specific forms. All your data carries over when you subscribe. Completely risk-free, no credit card required, Money Back Guarantee, cancel anytime.