Request a Free Consultation
Call 916-891-6202
Or fill out the short form below.
- 100% Privacy Guaranteed
Empower Yourself with an Estate Plan
There is a myth that estate planning is uncomfortable or depressing, but it’s actually empowering. After meeting with on of our Estate planning attorneys, you’ll realize that estate planning allows you to control your future while protecting the people you love. Your estate attorney will help you clarify roles, distribute assets, and limit taxes. The attorney can also help you get a plan in place if you become incapacitated.
The firm is devoted to helping you with your estate plan, so you can enjoy your golden years.
Estate Planning Checklist
Our estate planning lawyers will customize your California estate plan based on your situation. Regardless of your situation, you need to:
- Choose a healthcare agent and define medical directives.
- Appoint a financial agent to act on your behalf if you become incapacitated.
- Create an itemized list of your estate’s assets.
- Name your estate’s beneficiaries.
- Determine how to distribute your estate.
Free Consultation with a Sacramento Estate Planning Attorney
We welcome your questions and want to understand your situation and goals to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Since time is often critical to ensure the best result, contact us to schedule a free, confidential consultation.
Our estate lawyers are available to meet with you at our three Northern California locations including Fair Oaks, Sacramento and San Fransisco.
CLIENT TESTIMONIALS
Why Choose California Probate and Trust, PC?
Free Consultation
Flat-Fee Billing
100% Satisfaction Guarantee
Electronic Document Storage
VIP Administrative Assistant
Empathetic and Knowledgeable
Family Legacy Strategy Sessions
Free Calls for Life
See What Our Clients Are Saying on Google
Heidi O’Haver
Heidi O'Haver
Dana Beards
Dana Beards
Charlotte Silva
Charlotte Silva
James Chapman
James Chapman
Choose Who Will Make Your Decisions
What will happen if you become incapacitated and can no longer make decisions? Someone will have to step in and make decisions for you. It might be your spouse, but what if he or she is also incapacitated or there is another legal issue? Without an estate plan, the government can take over. Fortunately, an estate attorney can ensure that won’t happen. Your attorney can create a healthcare directive and power of attorney, so you can choose who will be in charge if you’re incapacitated. These documents will even give you control over how the decisions are made. You want to live and die with dignity, and that’s possible with help from an estate lawyer.
Do You Need A Will Or Trust?
Are you looking for an “estate planning attorney near me” to create a will or trust, but you aren’t sure which is the right choice? Your estate lawyer will help you determine which document allows you to reach your goals. First, you must understand the qualities of each. Wills determine how property is distributed after death. They must go through probate and can be contested. A living trust is private and doesn’t go through probate. The document can go into effect when the creator becomes incapacitated, and it is also used to distribute property upon death. Due to the complexity of both documents, you should consult with an estate planning attorney before choosing one.
What Happens If You Don’t Have An Estate Plan?
If you pass away without a will or trust, the court will distribute your property based on the Laws of Intestacy Succession. The law determines the order your assets are distributed to your descendants. If the court is unable to locate any surviving relatives, the property will be transferred to the state of California. Instead of leaving it up to the courts, you can take control of your estate with help from an attorney. Your California estate planning attorney will ensure that your property is distributed based on your wishes.
Avoid Probate With An Estate Plan
Probate is long, stressful, and expensive. Probate lasts around a year, even if no one contests the validity of the will. If there are legal challenges, the process can take longer, and your descendants won’t receive the property until it’s over. An estate lawyer from California Probate and Trust, PC can go over options to avoid probate. Options include gifting your assets, creating a living trust, or owning joint property.
Questions or Schedule An Appointment? Click to Call
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.
219 Reviews
Contact Information
Our Address:
9701 Fair Oaks Boulevard, Fair Oaks, CA 95628
Call: (916)-269-3158
1851 Heritage Ln Suite 128, Sacramento, CA 95815
Call: (916) 943-7699
77 Geary St 5th Floor Suite 13, San Francisco, CA 94108
Call: (415) 888-9110
Business Hours
- Monday: 9:00 AM to 5:00 PM
- Tuesday: 9:00 AM to 5:00 PM
- Wednesday: 9:00 AM to 5:00 PM
- Thursday: 9:00 AM to 5:00 PM
- Friday: 9:00 AM to 5:00 PM
- Saturday: Closed
- Sunday: Closed
CPT is committed to making our website accessible to everyone and to delivering a universally accessible user experience. As we strive to not only meet this goal but strive to surpass the requirement detailed in the Americans with Disabilities Act, we realize that all areas of our website are not yet fully accessible. Our ongoing efforts to make improvements include rolling out new and updated features.
© 2023 California Probate and Trust, PC. All Rights Reserved.