Doing an Estate Plan now, regardless of age or amount of assets you have, will not only save you money in the long run, but also provide for your family and keep your assets out of probate court. Whether you are single, just starting a family, putting your children through college, or spoiling your grand-kids, the purpose of setting up an Estate Plan is so that your financial and philanthropic goals are met even after you're gone.

Your Estate Plan is a very important tool that shows your family and loved ones that you care for their peace of mind and well being. It also lets them know you have your affairs in order.  

If properly set up, an Estate Plan sets forth where you want your assets to go, who is left in charge, protects your assets, and gives your agent the power to represent you the way you want to be represented.   Great help for current and future financial planning. It lets you see where you are now so you can plan on where you want to be in the future.  

Essential if you have children. It lets you decide who will take care of your children and what kind of values you want them to have.  

Estate Plans put you in complete control of your assets so a third party cannot alter your decisions.

Trust- A trust is not a separate legal entity, it is you, and you are in control. A trust includes instructions for your trustee and beneficiaries. The trustee manages the assets that are in the trust. Many people choose to be their own trustee and continue to manage their affairs.  

Last Will and Testament- Everyone needs a Will, which is a “pour over” Will, and pours all of your assets into your trust.  

Certification of Trust- This document is used to assist you in transferring your assets into your trust.  

Assignment of Property to Trust- Assigns all of your property to your trust.  

Durable Power of Attorney for Asset Management- This document is only valid as long as you are alive. An agent is appointed by you to assist you with your assets and act on your behalf in the event that you are unable to act for yourself in cases like incapacity, hospitalization, or travel outside of the area.  

Durable Power of Attorney for Health Care- In this document an agent is appointed by you to make health care decisions on your behalf if you are not able to.  

If you own property or live in California send us an email by clicking on the Contact Us page and fill out the brief form. Be sure to leave us a point of contact such as phone number or email address so that we may contact you to discuss your needs and set up a consultation. Consultations are complimentary. We will set up a mutually convenient time to meet at our office or discuss your needs over the phone. Complimentary Consultations are 30 to 45 minutes.