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.
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