365367

Marla Mundheim

The Mundheim Firm, PLLC

Areas of Focus:

Licensed States: Texas

What to expect from Marla Mundheim

A 15- minute introductory call to understand your goals and needs. 
2-Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Marla Mundheim

Welcome to The M Firm! I have been practicing in Estate Planning for over 25 years, and I love serving the community in this way. This practice offers our firm so many ways to help clients navigate tough decisions and prepare for those two inevitable things: Death and Taxes. We serve families across the State but are based here in North Texas. I became a Personal Family Lawyer in 2018, because I was looking for new ways to connect with and educate the public about making important legal and financial decisions affecting their loved ones.

Our office focuses on family protection and values-based planning, whatever those words mean to each client. We help businesses, individuals, married couples, unmarried couples, families with young children, and couples with grown children. We want to help our clients pass along not only their tangible assets and financial wealth but also those intangible wealth matters that are important to them.

I graduated from Oklahoma City University School of Law on the faculty honor roll in 1996, earning the Excellence for the Future Award in Wills and Estates from the Center of Computer Assisted Legal Instruction (CALI). I was Research Editor for the Law Review, and was recognized for outstanding academic achievement by being selected as a member of Phi Delta Phi Legal Fraternity, Hand Inn (an honors chapter). After graduation, I worked for a small firm where I was able to glean extensive experience in a variety of areas before concentrating on Estate Planning and Probate. I became a partner in that firm after three years. I served as a Municipal Court Judge for two cities and was later the Guardianship Auditor for Probate Court Number Two in Tarrant County. I have been named a “Top Attorney,” in Estate Planning and Probate by my peers in the “Fort Worth, Texas,” publication, and I am a graduate of the Elder Law College.

I founded The M Firm in 2012, where my husband later joined me to add his transactional real estate practice to what we offer. We live in Colleyville and have two outstanding kids of our own. I am a member of the Real Estate, Probate, and Trust Law section of the State Bar, as well as the Tarrant County Probate Bar, the Tarrant County Bar, and the Probate and Trust section of the Dallas Bar. We are active in the community, are members of Compass Christian Church, and participate in volunteer programs such as GRACE’s Feed our Kids and Christmas Cottage, Destination Imagination, and Heart of Alamo Community Service.

We would love to assist you with making the right decisions to protect your loved ones.


 

The Personal Family Lawyer Promise

What makes PFL lawyers different?

Asset 1how you hire

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

Asset 1@3x

How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.

Asset 1what we protect

What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.

Asset 1transparency

What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.

Asset 1DElivery

How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.

Asset 1work

How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.

Contact Marla Mundheim

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365367

Marla Mundheim

The Mundheim Firm, PLLC