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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.

Learn More About the Volume

Table of Contents

Sample Simple Will

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