An estate plan is a comprehensive set of legal documents and strategies. This plan helps manage a person’s assets and personal matters while they are alive. It also works if they become unable to make decisions or after they pass away.
The main goal of estate planning is to make sure a person’s wishes are followed. Ensures the smooth transfer of wealth to the intended beneficiaries, keeps their legacy safe and provide peace of mind for themselves and their loved ones.
Key components often include:
- Last Will and Testament to direct asset distribution and name guardians for minor children.
- Trusts to manage assets and potentially avoid the lengthy court process of probate.
- Advance Health Care Directives and Durable Power of Attorney for Finances.
Good estate planning helps reduce taxes, legal issues, and they must comply with California law to be valid. You can designate who will care for your minor children by including guardianship instructions in your will or trust.
Services We Provide
with Estate Planning
All Work Together
1. Advance Health Care Directive
a legal document that allows you to appoint a trust person to make decisions.
2. Deeds
In estate planning, Deeds play a key role.
3. Durable Power of Attorney
A legal document that allows you to appoint a trusted person to your affairs.
4. Living Trust
The primary function of a Living Trust in estate planning is to avoid probate.
5. Trust Administration
Trust Administration is the private process of managing and distributing trust assets.
6. Wills
A Will is a legal document. It explains how you want your assets to be shared after you die.