We make it easy.
Maybe you’ve put off Estate Planning because it’s so complicated.
We understand that it can be overwhelming, so we make the process simple with less stress.
What Is Estate Planning?
People get concerned when they start looking into Estate Plans, because they seem so big and complicated with many moving parts. In this Estate Planning video, we’ve broken down what each part of an Estate Plan is and what it does for you. Just hit the play button.
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Have questions?
Have you protected what you’ve worked so hard for?
Does your family know what your wishes are?
Do you want to be in control of your own medical decisions?
Estate Planning in California
Nobody wants to think about setting their legal affairs in order, yet it is very important. It doesn’t matter how old you are or what your financial situation is. We know that life can change in a flash. Are you ready for the change?
You’ve worked hard for what you have, but you can’t take it with you. You want to pass on your property to create a foundation for generational wealth.
Our job is to develop a plan that insures your wishes are followed and your property is distributed to your intended family members without Court supervision.
We make it yours.
Maybe you feel that planning for the future is only for the well-off or wealthy.
Estate Planning is for everyone, no matter your age or financial status. It’s customized to your needs.
We come to you.
Maybe you can’t leave your home, or you just can’t get to our office.
We make Estate Planning easy and almost effortless with our mobile services.
Estate Planning
Plan for your future by having your needs analyzed in-depth. Get a custom, rock-solid estate plan that:
- Meets your goals
- Protects your family
- Avoids Probate or costly litigation.
- Has a plan for long-term care.
Last Will and Testament
A Last Will and Testament becomes effective when the testator dies. Make your wishes known: your Last Will and Testament is a legal document that states your last wishes. A will does not prevent Probate.
Trusts
In the eyes of the law, a Trust is a separate legal entity. Because a Trust does not die, Probate is not required to transfer title of property. This keeps the process private, without court approval.
Creating a trust can avoid Probate, saving your loved ones stress, time, and money.
Powers of Attorney
A General Durable Power of Attorney covers financial affairs. A Durable Power of Attorney for Healthcare allows your representative to make health care decisions if you are unable to do so.
Probate
Following the death of a loved one, the family may need to file a Probate Petition to transfer title of property. We have the extensive experience to ease you through the Probate process.