Estate Planning Attorney
Empowering 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 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 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 available to meet with you at our three Northern California locations including Fair Oaks, Sacramento and San Fransisco.
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.