Estate Planning and Probate

Rodey Firm provides a variety of estate planning and probate services, including representing clients in trust and estate litigation.

We counsel with families and prepare routine but necessary estate planning documents such as wills, revocable trusts, powers of attorney and powers of attorney for healthcare. For wealthier clients, we work with them to prepare wills and trusts which make use of statutory provisions to minimize the impact of estate taxes on large estates. New Mexico has adopted the Uniform Probate Code so that the probate administration of estates has been simplified. We regularly represent clients in estate administration and out of state clients who need to clear title to New Mexico property held in the estates of non-resident decedents. We have recently handled a large intestate estate administration involving five generations of a New Mexico family and more than one hundred heirs, which presented a number of unusual and complex issues. Rodey’s estate planning and probate attorneys also handle litigation involving trusts and estates as well as litigation and other disputes concerning guardianship and conservatorship proceedings.

We are involved in drafting and commenting on statutes dealing with trust and probate matters. One of our directors is a Uniform Laws Commissioner for New Mexico, and others are members of the New Mexico Estate Planning Council and the Taxation Section of the State Bar. Among our attorneys are Fellows of the American College of Trust and Estate Counsel, the American College of Real Estate Lawyers and the American College of Mortgage Attorneys.

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