Reviewed by a licensed lawyer

A will and estate plan for New Mexico.

Built to New Mexico's rules, in plain words. Start free, then pay one setup fee with your first year included.

Reviewed by a licensed lawyer on October 29, 2026.

Your New Mexico documents

  • Will

    Says who gets what, who is in charge, and who would raise young children.

  • Financial power of attorney

    Names who handles your money if you can't.

  • Advance health care directive

    Names who speaks for you about care, and what care you want.

  • Revocable living trust

    Holds your things and passes them on, often without court.

    In the Complete plan

  • Pour-over will

    Catches anything you left out of your trust.

    In the Complete plan

How signing works in New Mexico

Signing your will

  1. Gather two adult witnesses. Pick people who get nothing under your will.
  2. Sign your will while both witnesses watch.
  3. Each witness signs while you and the other witness watch.
  4. If you like, sign a short sworn form with a notary. It helps the court accept your will later.
  5. Keep the original somewhere safe.

New Mexico does not allow electronic wills. You print your will and sign it in ink.

Remote online notarization where New Mexico allows it, never for wills.

How to sign your advance health care directive
  1. Gather two adult witnesses. It is best to pick people who are not your agent.
  2. Sign and date your advance health care directive while both witnesses watch.
  3. Each witness signs while you watch.
  4. Keep the original somewhere safe. Share a copy with your doctor.
How to sign your financial power of attorney
  1. Choose how you will sign. You can meet a notary in person or online.
  2. Sign your power of attorney in front of the notary.
  3. For online signing, the notary will check who you are.
  4. Keep the original somewhere safe.
How to sign your revocable living trust
  1. Sign your trust in front of a notary.
  2. The notary signs and stamps it.
  3. Keep the original somewhere safe.

We give you a printed signing checklist for each document.

Taxes and court fees in New Mexico

As of 2026, the federal estate tax exemption is $15 million per person. Confirm with your accountant.

What it costs

  • Essential: $199 setup, then $49 a year.
  • Complete: $499 setup, then $99 a year.
  • Concierge: $1,495 setup, then $249 a year.

One setup fee. Your first year is included. 30-day money-back guarantee on estate setup fees.

A lawyer can review your plan for a flat fee. The lawyer gives the advice.

Own a business in New Mexico?

Take the 5-minute check. See an estimated value range, your best path, and the one gap that caps your price.

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Questions?

Questions about New Mexico? A real person can help.

Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.