How We Are Different
To see how we are different, you first need to understand how most traditional law firms operate. An estate planning matter, for example, would typically start with a phone consultation or an e-mail, where you might be quoted a price range for certain documents that the law firm will prepare for you. You would then meet with an attorney, who would tell you what he or she thought was the best plan for your estate. The law firm would prepare documents and send you drafts to review. While reviewing the documents, you might find a term or provision that you did not fully understand, or you might think that you have changed your mind about something like who you want to handle your estate. You put off scheduling to sign the final documents, because you think that you might need to make some changes. Maybe the documents are perfect, but you just can’t get around to scheduling that appointment. Finally you meet with the attorney to sign your final plan, taking your fancy documents home to sit on a shelf, or in a file, until they are needed. Not thinking about them again. When those documents are needed, they may or may not fit your situation.
We do things differently. We have over twenty years of experience in estate planning, probate, and real estate. That experience has led us to understand that people need more than documents to take care of their loved ones. In our estate planning, we might also start with a phone consultation or an e-mail, but rather than quoting you a price range without knowing what you need (that seems too much like getting a remodel bid from someone who hasn’t seen your house), we first gather information. We will ask you questions that most other firms will not think to ask, so that we can propose solutions that other firms may not think of. We then spend approximately two hours with you, at no charge, going over what your needs are, and the options that you have in planning. In our office, YOU make the informed choices about what you need. Seven to ten days after that meeting, we will send you a confirmation of the information that we have, and what we understand your wishes to be. We will then meet with you again to sign the documents, and, after we scan your documents and put them together for you, we meet with you a third time to ensure that you understand the paperwork and what needs to be done to make it work when you need it. We also offer a legacy interview at this final meeting, where you can leave more than just your property to help your loved ones get through a difficult time. We offer the opportunity for you to let them know what your values are, and what you feel strongly about passing on to them. We then give you 90 days after delivery to make any changes or modifications to your plan, free of charge. In addition to all of that, we offer every client a free plan review every three years. We stay in touch with you, and you will be able to ask us questions without being charged for every conversation.
We want to Prepare you for Life, not just Death
People put off estate planning, because, they don’t want to think about dying. People have even told us that they believe that if they sign a Will, they are more likely to die. They laugh a little bit when they say it, but they have a look in their eye that says that they are at least a little bit serious.
We understand these fears and are here to help you focus on living. We know that you are BUSY, you value ease, convenience and efficiency. You are raising your children and caring for your parents. You are working hard and trying to save for your own retirement, or trying to enjoy the retirement that you have already earned. You want to know that you have made the best decisions for your family, and that your plan will work when your loved ones need it. You want to make sure that your children would be raised only by the people that you choose. You want your adult children properly prepared to care for you, and eventually what you leave behind.
You want to feel confident that you have made the right choices to organize your affairs and avoid a mess if your loved ones are faced with a difficult situation.
We want you to have that confidence as well. We have developed unique systems to give you the guidance you need to build and maintain a life of prosperity and wealth of all types. Our goal, like yours, is to keep your family out of court and at peace.
We are Here for You
We encourage communication with our clients. In fact, you never have to be afraid that you will be billed if you call with a quick question. Most of what we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises. For the things that are billed hourly, we never bill for phone calls unless they take the place of an office consultation lasting more than fifteen minutes.
When you call our office to ask your quick question, you will not have to wait hours or days for a phone call back. We believe that responsiveness is extremely important. If you need to schedule a more in-depth legal or strategic talk with your attorney, a call will be scheduled when you are both available and ready for the call, so we can make the very best use of your time and not waste it by leaving voicemail after voicemail back and forth.
We make sure that the details of your legal matter are completed, and if we do your estate plan, we do our best to ensure that it continues to work throughout your lifetime.
We use a “funding coordinator” to ensure that your assets are owned the right way throughout your lifetime and your plan continues to work according to its design. None of your assets will end up going through a long expensive court process, or be lost to the state because they were missed or left out of the plan.
We have created unique membership programs to keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Experts.
We Believe in helping You Transfer Your “Family Wealth”
Lastly, we believe your financial wealth is only a small part of your overall “Family Wealth,” which is made up of your far more valuable intellectual, spiritual, and cultural assets. These assets are what make you who you are, and represent what is most important to you.
Most estate plans only focus on the transfer of your financial wealth to the next generation. Despite good intentions, very few ever get around to doing this themselves. It is just not a priority until it is too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they learned during their lifetimes?
If you are like most people, you know very little. That is why we build the capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories, and your experience – the truly valuable assets your loved ones care about the most.
Our Legacy Interview allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and cultural assets. We cannot go into all of the details here, but we will definitely talk about it when you come in for your Family Wealth Planning Session. Book Your Planning Session now.
We look forward to seeing you and caring for your family soon!
The Mundheim Firm, PLLC
PS – if you think this all sounds expensive, well, you are right and you are wrong. We can guarantee that if we agree to work with you, the planning is substantially less costly than not planning, or having a plan in place that does not work. We have made creative financing available to our clients because we know that this planning is the foundation for a life of success!
Marla Morgan Mundheim
Marla Morgan Mundheim’s practice focuses on helping individuals and families navigate through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family, a non-traditional family, or a blended one; just starting out or looking back on a life well-lived, Marla will help you to craft a plan that achieves your goals for your loved ones today, and help you to maintain it for years to come.
After graduating from law school with honors, where she earned the Excellence for the Future Award in Wills and Estates from the Center for Computer-Assisted Legal Instruction (CALI), was selected as a member of the Hand Inn of Phi Delta Phi Legal Fraternity (an honors Inn that recognizes outstanding academic achievement), and served as the Research Editor for the Law Review, Marla moved back to Texas and started her law career with a small firm in Hurst. She quickly became a partner, served as an Associate Municipal Court Judge for the City of Colleyville and the Town of Lakeside, and was later the Guardianship Auditor for Probate Court Number Two in Tarrant County. She has over twenty years of experience in estate planning, trusts, real estate, small business, negotiations, probate, guardianship, research, contract development, commercial business transactions, communications, auditing (both financial and regulatory), franchising, and complex business matters.
Most importantly, Marla married Paul Mundheim in 1996, and they have two children together.
- J.D. Oklahoma City University
- B.A. University of Missouri-Columbia
- Ducktorate The Walt Disney Company, Lake Buena Vista, FL
- Mid-Cities Optimist Club, Member 1997-2001 (Director 2000-2001)
- Tarrant County Bar Association
- Tarrant County Probate Bar Association (Director May 1999-February 2001)
- Guardianship Services, Inc. (Director, June 1999-February 2001)
- Teen Court Judge, HEB Teen Court, May 1999-January 2001
- Former Member: College of the State Bar of Texas
- Oklahoma Indian Legal Services Certificate of Distinction
Attorney Paul Mundheim is a native North Texan. He understands and is proud that Texas is very different than other states, including the Real Estate and Title Industry. Paul started as a Commercial Abstractor with the Fidelity Title Plant in 1997. He held various positions with Fidelity, including Examiner, Chief Title Officer, and In-House Counsel. In 2000 he went to work as Attorney for a real estate group that owned Title, Real Estate, and Mortgage companies.
In 2002, he went out on his own to open his first Attorney Fee office for Fidelity National Title under PBM Law. He was consistently a top 5 Fee Attorney Office in the Metroplex, and grew that business to have multiple offices concentrated in different types of real estate transactions. He handled re-finance and multi-state REO/Foreclosures with a volume averaging 150-200 files per month. He has worked as a Trustee in Dallas and Tarrant Counties, and has handled clearing Title both prior to and after foreclosure.
In 2012, he became Vice-President Managing Texas Title Operations for Servicelink, and in 2013, he joined with Marla professionally and opened Fee Attorney Offices for Alamo Title, where he ran the #1 Fee Attorney Office every year, opening five offices in the Metroplex. In addition to his work with The Mundheim Firm, Paul serves as general council to both Alamo Title and Fidelity Title Companies.
Currently, Paul teaches MCE Classes for Realtors, and holds the Foreclosure Field Trip each month, where he teaches those interested about buying foreclosure properties. He also oversees document preparation for real estate closings.
Paul married Marla Morgan Mundheim in 1996, and they have two children together.
J.D. Oklahoma City University
B.A. Texas Tech University
In The Community
Foreclosure Field Trip: A recurring monthly educational opportunity for those interested in learning about purchasing real estate at foreclosure sales. Please contact the firm for more information or to reserve a spot.
Paul teaches classes for Real Estate Agent Continuing Education. Please contact the firm to arrange for classes to be taught, or to find out where his next class is being held.
Marla speaks in the community about Protecting your family, preserving your property, and passing down what you value. Please contact the firm for more information, or to schedule an event.
The Mundheim Firm enjoys participating in and volunteering with community organizations and programs such as GRACE’s Feed Our Kids and Christmas Cottage, Destination Imagination, and Heart of Alamo Community Service projects. If you value a particular service project or program and would encourage us to learn about it, please feel free to contact us with the details.
Paul and Marla attend Compass Christian Church in Colleyville.
References available upon request.