Taking The Confusion And Stress Out Of Estate Planning
For decades, we have worked with individuals and families to provide them the peace of mind that comes with knowing that the estate that they have worked so hard to attain will be handed down to their chosen loved ones. Planning for the finances and care of your loved ones after you’re gone is something that few want to think about, but avoiding it could have devastating effects. If you die without a will or trust, your potential heirs (as defined by California law) will have to go to “Probate Court” to navigate who gets your house, your bank accounts, your retirement accounts and possibly the guardianship of your minor children.
We take the intimidation out of estate planning and make sure that we create a plan that is right for you.
Building A Plan Tailored To Your Needs
No two families are alike, and no two sets of assets are alike. For some people, a simple will is all that is needed, but others require a complex set of interrelated documents. When we meet, we will do a comprehensive inventory of all of your financial accounts and possessions to determine what kind of planning documents make the most sense for you. We will also talk about your family, your health care choices and how to protect assets if you become incapacitated later in life.
Estate planning documents we can prepare for you include:
- Wills and pour-over wills
- Revocable/living trusts
- Irrevocable trusts
- Financial powers of attorney
- Advance health care directives
Remember that estate planning is more than just creating documents; it is making decisions about the future to make sure your loved ones are taken care of.
Navigating The California Probate Process
California has a complex set of probate laws that can be intimidating even to people who have been through the process before. We help surviving family members work through probate in an efficient and stress-free manner by:
- Creating an inventory of assets
- Identifying and contacting heirs
- Filing appropriate paperwork with the court
- Dealing with estate tax
- Assisting with the distribution of assets
We will be by your side every step of the way, keeping you informed and making sure the process goes smoothly.