Business Details
8 Years
experience
Your Trusted Partner for Estate Planning Solutions in Twin Falls
At Twin Falls Estate Planning, we specialize in securing your future through comprehensive estate planning, wills, and probate law services. With over a decade of experience serving Southern Idaho, our team is dedicated to protecting your personal and business assets according to your wishes. We simplify complex legal challenges, offering tailored solutions that minimize court involvement and lengthy probate processes. Led by David M. Taylor, our team combines deep legal expertise with a commitment to education and transparency, ensuring your legal journey is smooth and informed.We craft personalized estate plans, provide clear pricing, and offer ongoing support to adapt to lifes changes. Our process begins with a personalized consultation, followed by customized planning solutions, ultimately delivering peace of mind knowing your assets and wishes are secure. We are more than a law firmwe are your partners in planning for the future.
Services
Estate Planning
Probate Services
Business Planning
Elder Law
Trust Administration
Wills
Trusts
Healthcare Directives
Power of Attorney
Kids Protection Plan
Details
- Year established: 2018
Highlights and features
- Over a decade of experience in Southern Idaho's estate law landscape
- Personalized estate plans tailored to individual client circumstances
- Transparent pricing with no hidden fees or unexpected costs
- Ongoing support to update plans as clients' lives evolve
- Proven expertise in avoiding prolonged probate court involvement
What people say
Great staff
Knowledgeable team
Smooth process
Highly recommended
Compassionate service
Services
Estate Planning
Our estate planning services create comprehensive strategies to protect your assets and ensure your wishes are honored. We specialize in wills, trusts, and healthcare directives that adapt to life changes. Clients benefit from clear documentation that prevents family disputes and streamlines asset distribution while minimizing tax implications and probate requirements.
Probate Services
We guide personal representatives through Idaho's probate process with expert legal support. Our services include estate inventory management, debt settlement, and asset distribution according to wills or state law. We help clients navigate formal and informal probate proceedings while avoiding common pitfalls that delay estate closure.
Trust Administration
Our trust administration services ensure proper execution of living trusts while avoiding probate court involvement. We assist trustees with beneficiary notifications, asset inventory, tax compliance, and proper distribution. We also provide successor trustee services and resolve trust-related disputes to maintain the grantor's original intentions.
Elder Law
We specialize in Medicaid planning and special needs trusts to protect seniors' assets while maintaining eligibility for long-term care benefits. Our services include creating asset protection strategies, establishing special needs trusts, and navigating complex government program requirements to ensure dignified care solutions for aging clients.
Business Planning
Our business planning services cover entity formation, succession planning, and operational documentation. We create buy-sell agreements, partnership arrangements, and employee contracts that protect business interests. Clients receive strategic guidance for mergers, acquisitions, and continuity planning to ensure long-term organizational stability.
People
David M. Taylor
Attorney / Managing Member
With over a decade of Idaho legal experience, David specializes in estate planning and probate law. He graduated from Concordia University School of Law and actively contributes to community organizations like the Boys & Girls Club of Magic Valley. His practice focuses on creating customized estate solutions that protect families' futures.
Matt Wolfe
Attorney
A former Army National Guard intelligence analyst, Matt brings unique perspective to estate planning. He earned his Juris Doctor from Concordia University and LL.M. in Taxation from Boston University. His background includes externships with Idaho's Fourth Judicial District Court and the U.S. Attorneys Office for the District of Idaho.
Kellie Taylor
Chief Financial Officer
Kellie manages office operations with extensive finance and customer service experience. A Twin Falls native, she ensures smooth day-to-day functioning while maintaining client-focused service standards. Her background includes banking industry expertise and business management experience.
Gabby Nolasco
Client Services Specialist
Gabby provides bilingual client support with five years of legal industry experience. A Magic Valley resident, she specializes in client relations and estate planning documentation. Her background includes law office management and personalized client assistance in estate matters.
Selina Gonzalez
Director of Operations
Selina oversees operational efficiency with prior experience in healthcare and youth development programs. A Buhl native, she brings six years of Boys & Girls Club leadership to her role. Her focus is maintaining high service standards across all client interactions.
Questions
What is Estate Planning and Why is it Important?
Estate planning arranges asset management and distribution during life and after death. It ensures your wishes are honored, minimizes family disputes, and reduces tax liabilities through wills, trusts, and healthcare directives.
What's the Difference Between a Will and a Trust?
Wills require probate court validation and distribute assets posthumously. Trusts avoid probate, offer tax advantages, and provide ongoing asset management during lifetime and after death through designated trustees.
What is Probate?
Probate validates wills and distributes estates through court supervision. Our services streamline Idaho's probate process by managing asset inventory, debt settlement, and legal compliance to minimize delays and costs.
Can I Change My Estate Plan Once It's Set Up?
Yes, we recommend regular reviews and updates for life changes like marriage, childbirth, or relocation. We help clients modify plans to maintain legal compliance and reflect current wishes.
Why Should I Use a Lawyer for Estate Planning?
Our attorneys provide customized solutions, ensure state law compliance, and address complex issues like special needs planning and business succession. Professional guidance prevents costly errors in DIY approaches.
