Estate Planning Documents
Revocable Living Trust
A Revocable Living Trust is generally the most important document in an estate plan. It is designed to help:
Manage and transfer your assets according to your wishes upon your passing
Avoid the time, cost, and stress associated with probate, which in California can take up to 2 years, and cost approximately 8-10% of the estate’s gross value before debts are paid
Reduce the risk of family conflict, confusion, or court involvement
Maintain the privacy of your estate and your final wishes
Maintain the privacy of your estate and final wishes
While living, you have full control of your Trust and any decisions made regarding your assets and beneficiaries. Upon your passing, a Successor Trustee, that you choose, will assume control and distribute your assets according to your wishes.
A Pour Over Will acts as a backup to your Trust. Any assets that were not transferred into your Trust during your lifetime may be directed into your Trust upon your passing and distributed according to your Trust instructions.
Pour Over Will
These documents allow you to appoint someone to make medical decisions on your behalf if you are unable to do so yourself. It also communicates your healthcare preferences and end of life wishes.
Medical Health Directive
If you become incapacitated, this document allows a trusted person you choose to handle financial and legal matters on your behalf. This may include signing documents, managing accounts, and handling other non-medical decisions.
Power of Attorney
An imperative document to ensure the decision of who takes care of your minor children is determined by you and NOT the state. If left to the state, your children may be in state custody while the decision is being made, and they could end up with a person you would not approve or prefer.
Nomination of Guardians
Our Simple 4 Step Process
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Step 1: Complimentary Consultation
15-30 min no pressure call with our attorney to answer any questions you may have and determine if you want to move forward.
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Step 2: Fill out Online Worksheet
We will send you an online worksheet to fill out with questions to review in Step 3.
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Step 3: Strategy Meeting
About a 2 hour meeting with our attorney to review your worksheet and review questions so we can draft your estate planning documents
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Step 4: Document Signing
We will meet to get your plan signed and notarized!