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Estate Planning
Our firm focuses on estate planning issues, from the basic Advance Health Care Directive for the kids headed off to college, to assisting in the creation of a plan to transfer estates to the next generation. Our estate attorneys help protect you and what you have, and develop plans to protect your heirs for generations to come.
Our Goal
We know that finding the right estate attorney to represent you and your loved ones is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget. We have represented 1000’s of clients from our offices in Fair Oaks, Sacramento and San Francisco.
Why Choose an Estate Lawyer at California Probate and Trust, PC
Choosing the right estate attorney to represent you or your loved ones can feel like an overwhelming task. At California Probate and Trust, PC, we offer FREE estate planning consultation to help assess your needs and determine the best solution for your situation. Our skilled team will take the time to walk you through every stage of the process. Our mission is to help you guide your legacy to the next generation by developing personalized healthcare and financial management plans and implementing other safeguards that will protect your estate while you are alive and after you’ve passed away.
There is a myth that estate planning is uncomfortable or depressing, but it’s actually empowering. Your estate attorney will help you clarify roles, distribute assets, and limit taxes.
A revocable trust is a document that allows you to choose how your assets are distributed upon death. You can retain control of the trust while you are alive and even make changes if you wish.
Probate is a long legal process, often lasting over a year. While some estates easily move through probate, others face tax disputes, questions about the will, financial problems, and heavy debt.
Do you want to maintain control of your assets while alive, provide for your loved ones upon death, and make the process as easy for your family as possible? A living trust might be the ideal estate planning document for you.
Making a last will and testament will give you control over how your estate is distributed. Beyond that, you can use your will to determine who will care for your minor children and so much more.
You have spent your lifetime gathering assets, and you want to ensure they go to your loved ones when you pass away. A trust attorney can help you create a list of your assets, transfer them to a trust, and set the trust’s terms.
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