New Mexico Estate Planning Drafting Software
New Mexico is a community property state with no estate or inheritance tax. The state offers transfer on death deeds and community property with right of survivorship for simplified transfers between spouses.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $50,000
- Property System
- Community Property
Practice Snapshot for New Mexico Attorneys
Estate planning in New Mexico is shaped by community property rules. These rules make asset characterization and spousal rights central to drafting and funding decisions. There is no state estate tax. Small estate procedures are available for estates up to $50,000.
Local practitioners routinely navigate: Community property state, No state estate or inheritance tax, Transfer on Death Deed available, and Community property with right of survivorship option.
Common New Mexico filings and forms include: New Mexico Deeds, New Mexico Durable Power of Attorney, New Mexico Advance Health Care Directive, and Community Property Agreement. Key New Mexico statutory touchpoints include: New Mexico Community Property Laws, New Mexico Uniform Trust Code, and Transfer on Death Deed Act.
Key Considerations for New Mexico Attorneys
- —Community property state
- —No state estate or inheritance tax
- —Transfer on Death Deed available
- —Community property with right of survivorship option
New Mexico-Specific Documents
State-specific drafting language and formatting aligned with New Mexico statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —New Mexico Deeds
- —New Mexico Durable Power of Attorney
- —New Mexico Advance Health Care Directive
- —Community Property Agreement
New Mexico Estate Planning Laws
- —New Mexico Community Property Laws
- —New Mexico Uniform Trust Code
- —Transfer on Death Deed Act
What Statular Offers New Mexico Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
Get Started
Join New Mexico attorneys using Statular for estate planning document automation.
7 days free · No credit card
Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules