California

Estate Planning Attorney

California Probate and Trust, PC empowers clients with strategic estate plans

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 an Estate planning attorney at California Probate and Trust, PC, 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

California Probate and Trust, PC customizes 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 Fair Oaks, CA 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 availagble to met with you at our three Northern California locations including Fair Oaks, Sacramento and San Fransisco.

Generational Family

WHY CHOOSE CALIFORNIA PROBATE AND TRUST, PC?

  1. Free Consultation – Find out how California Probate and Trust attorneys can help you create your estate plan (wills, trusts, power of attorney, Advanced Medical Directives) during your free consultation.
  2. Flat-Fee Billing – No hourly bills; no surprises. Simple and easy-to-understand estate planning services.
  3. 100% Satisfaction Guarantee – California Probate and Trust, PC is confident you’ll be pleased with our legal services. We are so confident that you will have a great experience that if you are dissatisfied, we will refund your money and donate $100 to the charity of your choice.
  4. Electronic Document Storage – We will provide free 12-month access to our online document storage.
  5. VIP Administrative Assistant - We are here to serve you. If you need copies or scans, let us know. If you need legal documents emailed to a title company or insurance agent, we are here to help. Just ask. And the best part - it’s FREE!
  6. Empathetic and Knowledgeable – Our team is passionate about helping Californians by providing compassionate legal counsel to guide them through life’s most difficult situations.
  7. Family Legacy Strategy Sessions – Save time and money with a 60-minute Family Legacy Strategy Session. During this session, you can talk with an estate planning attorney about your goals and your estate planning options.
  8. Free Calls for Life – Our team is always here to support and serve our clients. We answer calls, return messages and emails, and ensure you get the answers you need. This free service is part of the over-the-top service you deserve

Real Clients, Real Reviews

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.