Expertise.com

2024

Last updated:

Best Estate Planning Attorneys in Albuquerque

Our Recommended Top 7

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Albuquerque Estate Planning Attorneys on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

133Reviewed

82Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Albuquerque, NM 87110

Why choose this provider?

Atkinson & Co., a certified public accounting firm in Albuquerque, New Mexico offers audit and other assurance services, tax, small business resources, and specialty services. Their estate and gift planning services include advice on estate and gifting strategies, preparation of estate tax returns, preparation of gift tax returns, preparation of income tax returns for estates and trusts, and more. The firm is a proud winner of the 2016 Best Places to Work award by the Albuquerque Business First.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Albuquerque, NM 87109

Why choose this provider?

Hurley, Toevs, Styles, Hamblin & Panter, PA is an Albuquerque, New Mexico-based law firm. Some of their areas of practice include commercial real estate, estate planning, estate and trust administration, probate, employee benefits and ERISA tax law, trust and estate disputes, and more. The attorneys Hurley, Toevs, Styles, Hamblin & Panter, PA have over 220 years of combined experience.

Attorney Information

Attorney NamesExperience
Thomas Toevs - Director and Shareholder55 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Albuquerque, NM 87110

Why choose this provider?

The S.S. Davis Law Firm, P.C. has been serving the people of Albuquerque, New Mexico for over 35 years. Their areas of practice include estate planning, wills, trusts and trust administration, probate law, business planning, and elder law and guardianship. Their areas of estate planning services include last will and testaments, living trusts, legacy trusts, asset protection trusts, tax planned living trusts, special needs trusts, and more.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Albuquerque, NM 87111

Why choose this provider?

Finlayson Law Firm, P.C. is an Albuquerque, New Mexico-based firm that offers services like estate planning, wills and trusts, trust administration, asset protection, and private foundation services. With the combined experience of their attorneys, the firm strives to meet the unique needs of their valued clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Albuquerque, NM 87102

Why choose this provider?

Brown Legal Group, PC is a law firm that serves the people of Albuquerque, New Mexico. A state planning consulting company, some of their services include trusts and estates, wills and estate planning, probate and trust administration, real estate, small business, and new markets tax credits. Attorney and owner of Brown Legal Group, PC, Thomas E. Brown III has been practicing law since 1986. The firm has earned an “AV” rating from Martindale-Hubbell.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Albuquerque, NM 87102

Why choose this provider?

Law Office of Robert D. Gorman, P.A. is a law firm that offers help with taxation, estate planning and probate, real estate, corporations, limited liability companies, partnerships and proprietorships, general business matters, and more. Based out of Albuquerque, New Mexico, Robert D. Gorman, P.A was awarded Business Lawyer of the Year by the Business Law Section of the New Mexico State Bar Association in 2011.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Albuquerque, NM 87110

Why choose this provider?

Albuquerque Legal & Fiduciary is a law firm that is located in Albuquerque, New Mexico and is led by Bruce J. Puma Jr., an attorney, CPA, fiduciary, and trustee. Their services include estate planning, wills, trust, power of attorney, guardianship, and more Albuquerque Legal & Fiduciary aims to be transparent with their clients and has no hidden costs.

Attorney Information

Attorney NamesExperience
Bruce Puma - Principal55 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.2 / 5 (29)
Yelp
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Disclaimer:  Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

FAQs

  • What is the non-emergency contact number for the local police station in Albuquerque, New Mexico?

    For non-emergency concerns, one can contact the Albuquerque Police Department at 505-242-COPS or 505-242-2677.

  • How often and under what circumstances should one review or update their wills and trust agreements in Albuquerque?

    In Albuquerque, individuals are advised to evaluate their wills and trust agreements approximately every four to five years, regardless of whether they believe significant changes have occurred. Nonetheless, certain life events, such as marriage, divorce, family death, childbirth, and significant health changes, necessitate immediate adjustments. This routine keeps a person's estate documentation current, ensuring that their assets will be handled as they wish.

  • Are there any estate taxes that Albuquerque residents need to be aware of?

    While the state itself imposes no estate tax, Albuquerque residents should note that a federal estate tax could apply if their estate surpasses certain thresholds. As of 2022, an estate must be worth more than $12.06 million to be subject to this tax. In 2023, this exemption limit will rise to $12.92 million. Therefore, substantial estates may still incur federal taxation obligations.

  • Does Albuquerque levy an inheritance tax on assets received from a deceased individual?

    No inheritance tax is imposed in Albuquerque. However, residents who inherit assets from someone living in a state that does enforce an inheritance tax may be liable for these charges. The amount owed is usually based on the value of the inherited assets and the relationship to the deceased. Notably, surviving spouses are typically exempt, and smaller inheritances may also be exempt in some states.

  • In Albuquerque, what steps does an individual need to take to transfer ownership of a jointly held property following the death of the co-owner?

    In Albuquerque, if an individual loses a co-owner of a jointly held property, they must provide proof of the co-owner's death and submit specific documents. For real estate, they need to file an affidavit at the county recorder's office describing the property, confirming joint tenancy, citing prior deed information, and detailing the deceased owner's name and date of death. A certified death certificate copy is also required. Other assets might necessitate different processes.

  • What are the measures one can take in Albuquerque to protect elderly individuals from financial exploitation?

    If one suspects elder financial abuse in Albuquerque, it's urgent to report to New Mexico Adult Protective Services or local police. To avert exploitation risks, one could establish a durable financial power of attorney with stipulations for regular accounting audits by a trusted third party. Another safeguard is an irrevocable living trust, limiting alterations that could potentially benefit an abuser.