Our Services
At Muñoz Estates & Trusts, we provide comprehensive estate planning and trust services designed to give you clarity, control, and peace of mind. Whether you’re preparing for the future, navigating the loss of a loved one, or managing a trust, we’re here to guide you with compassion and precision.
Every family is unique—and so is every estate plan. We take the time to understand your goals, protect what matters most, and create legal solutions that work for your life today and your legacy tomorrow. From foundational documents like wills and powers of attorney to complex trust administration and special needs planning, we offer the trusted guidance you need to move forward with confidence.
Last Will & Testament
A Last Will & Testament is the foundation of a well-crafted estate plan. It allows you to name beneficiaries, appoint guardians for minor children, and ensure your wishes are carried out after your passing. We work closely with you to draft a will that clearly reflects your intentions and protects your loved ones.
Trusts
Trusts offer flexible, powerful tools to manage your assets during life and after death, often with privacy and tax benefits. We create customized revocable and irrevocable trusts tailored to your goals—whether it’s avoiding probate, protecting assets, providing for a loved one with special needs, or minimizing estate taxes. Our team ensures your trust works hand-in-hand with your overall estate plan.
Blended Families
Estate planning for blended families involves unique considerations to ensure all loved ones are protected and your wishes are clearly honored. We work with you to create a customized estate plan that reflects your priorities and our goal is to preserve family harmony, protect your assets, and give you peace of mind that everyone you care about is provided for—on your terms.
Advance Health Care Directive
An Advance Health Care Directive allows you to designate someone you trust to make medical decisions on your behalf if you become unable to do so. We help you prepare for the unexpected by clearly outlining your medical preferences and selecting a trusted agent. This document offers peace of mind that your health care decisions will be honored.
Living Will
A Living Will outlines your wishes regarding life-sustaining treatment if you’re ever in a terminal condition or permanently unconscious. We help you articulate your values around end-of-life care, so your family and medical team know your preferences. This document ensures you remain in control of critical health decisions—even when you cannot speak for yourself.
Financial Power of Attorney
A Financial Power of Attorney grants someone you choose the authority to manage your financial affairs if you are incapacitated. We guide you through appointing a reliable agent to handle banking, bills, real estate, and other financial matters. Our goal is to ensure continuity and protection for your financial life during any period when you’re unable to manage it yourself.
Special Needs Planning
Special Needs Planning ensures that a loved one with a disability can receive care and financial support without losing access to important government benefits. We create special needs trusts and other planning tools to preserve eligibility for Medicaid and SSI while enhancing quality of life. Our approach supports both the individual and their family with long-term security and peace of mind.
Trust Administration
Trust administration is the process of managing and distributing assets held in a trust after the trust creator passes away or becomes incapacitated. We assist trustees with their legal and fiduciary responsibilities, from managing assets and keeping records to distributing funds and filing tax returns. Our goal is to ensure the trust is carried out smoothly, correctly, and in accordance with the law.
Probate
Probate is the legal process of administering a deceased person’s estate, including paying debts and distributing assets. We guide families through every step of the probate process with compassion and clarity. Whether the estate is simple or complex, we help minimize stress, avoid delays, and ensure everything is done in accordance with Maryland law.
Take the First step to peace of mind
