Practice area
Wills & Trusts
Essential estate planning built around the revocable living trust.
Estate planning
Live for Today — Plan for the Future
TWM Legal offers essential estate planning services, including the preparation of wills and living trusts. Our plans use the revocable living trust as the primary tool for the orderly, tax-efficient transfer of assets to the beneficiaries you designate.
We pride ourselves on drafting plans that accomplish our clients’ goals while eliminating, or at least minimizing, potential conflicts and disputes.
Flat fee
Simple Probate-Avoidance Will & Trust Plan
Our probate-avoidance estate plan is tailored to each individual or couple and includes:
- Formation of a Revocable Living Trust Tailored to the Client
- Declaration of Trust and Certificate of Trust
- Pourover Will
- Durable or Non-Durable Power of Attorney
- Final Disposition Instructions
- Healthcare Directive and HIPAA Waiver
- Grant Deed and Preliminary Change of Ownership Report for Primary Residence Included
The plan is offered at a flat fee. Pricing and plan limits are listed with our flat fee services. Simple Probate-Avoidance Will & Trust Plan
Talk to an Attorney Who Has Litigated, Sold and Built.
Free initial consultation. Licensed in California and Texas.