Estate Planning

Planning for Everyone You Love and Everything You Have

Do you know what would happen legally – to you, your loved ones, your money, and everything else you care about – if something unexpected happened to you?

If you have an estate plan and it’s out of date, your assets could be lost to the Texas Comptroller’s Department of Unclaimed Property, or to an unnecessary Court process.

If you don’t know exactly what would happen for everyone you love and everything you own, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.

How Do We Help You With Estate Planning?

We conduct a Family Wealth Planning Session, where we spend time together and you will become informed. Before your Family Wealth Planning Session, you will complete a Family Wealth Inventory and Assessment, which will help you to organize what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and belongings. If you decide the current state of affairs is unacceptable, and if we both decide that it is a fit to work together, then we can design an estate plan together that will best suit the needs of your family.

The foundation of your estate plan will often include a revocable living trust; you transfer your property into this trust for your benefit during your life. One of the benefits of a revocable living trust is that, when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes. If you are ready to get started with the estate planning process, or with evaluating your current situation, please schedule an Estate Plan Checkup and Review at our office.

For people with additional needs, we provide advanced estate planning services.

Can I DIY My Estate Plan?

Unfortunately, most DIY plans do not work, because much of what passes for estate planning is little more than word processing. You are asked a few questions and then the drafter decides which "plan" is right for you, and fits you into a template. This is not estate planning; it is little more than a “search and replace” of your family’s name and then a hit of the “print” button which spits out form documents.

We Are Professional Estate Planners

Your Personal Family Lawyer® at The Mundheim Firm will educate you, take the time to get to know you, your family, your concerns, your goals and your issues, and will gladly and patiently answer all of your questions to produce an estate plan that is exactly right for you and will keep your loved ones out of court and out of conflict.

If you are a family with young children, then your estate plan should begin with a foundation that ensures that your children will always be taken care of, no matter what happens. At The Mundheim Firm, one of our primary areas of focus is protecting minor children.

Elder Law Issues

Elder law involves a number of issues that are intertwined with traditional estate planning. For example, it is essential to have your durable power of attorney, will, living trusts, and advanced directives reviewed by your Personal Family Lawyer®.

There are special provisions that need to be present in these documents that—if not included—can create unnecessary obstacles for your family. We can provide the legal assistance you need to navigate this and other elder law issues, such as probate or adult guardianship.
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