Trusts, Estates, Administration, Probate

Providing a targeted estate plan for each individual no matter their situation.

Believe it or not, younger and younger people are getting estate plans because it really doesn’t matter where you currently are in your life or how much in assets you currently have. A thorough estate plan allows you to create a map of how you want your current situation handled and can direct others to carry out your wishes in case you become incapacitated and how you would address your family or loved ones after your death

Avoiding the California Probate Process

The goal is for you to make the decisions about your lifetime concerns and your wishes to take care of your family after you pass and not have a court decide who will manage your finances and decide who makes your health care decisions. In California, the probate process can be expensive, open to the public and ultimately a judge will decide how your assets are handled and distributed to your family.

To avoid the probate process, you should have a Revocable Living Trust which includes a durable power of attorney, advanced health care directives and a living willthat addresses who can make your health care decisions if you are unable to make such on your own.

Not All Estate Plans Are Created Equally

The reality is that standard and simple estate plan will not address all of your specific needs, wants and goals for you and your family. I can assist you in creating an estate plan that suits your unique needs and I will be there during the process to guide you and answer all of your questions and through the estate administration when the time comes.

What is a California estate plan?

An estate plan is not just a legal set of documents, but a comprehensive plan put in place to ensure a person’s wishes regarding their property, personal and financial care, and family are honored when they die or become incapacitated and cannot make those decisions on their own.

An estate plan can include:

Circumstances inevitably change as time goes by due to marriage, divorce, children, illness, and retirement. Estate planning is an ongoing process that is not a one-time event and should evolve as the client evolves. My goal as an estate planner is to guide and advise you as you move through the milestones of life.