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Estate Planning Law Firm in Folsom
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Protecting Your Legacy Today, Securing Your Tomorrow!

Are you troubled by the uncertainties surrounding the destiny of your hard-earned assets? Are you worried about the welfare of your dear ones once you’re no longer present? What happens when decisions about your health or finances are beyond your control?

At CPT Law in Folsom, California, we know that these concerns lie at the core of estate planning. Consequently, we are committed to offering expert counsel and assistance at every stage of the process.

CPT Law Offers Tailored Estate Planning Solutions

As each person’s need is specific, so should every estate plan. Our highly adept estate planning attorney team in Folsom excels in devising personalized solutions. With these, we address your individual needs and worries.

We have over 15 years of collective experience in estate planning. We ensure you benefit from seasoned advice and support to fortify your assets and secure your family’s future.

Explore Our Inclusive Estate Planning Tools At CPT

A robust estate plan relies on a variety of legal instruments to safeguard your interests. In Folsom, our estate planning services encompass:

Last Will And Testament

Regardless of age, wealth, or family status, a last will and testament is considered a necessity. It empowers you to dictate the distribution of your assets, ensuring your wishes are honored. You can update it as your life unfolds.

Revocable Living Trust

This potent tool complements your last will and testament, facilitating the efficient and effective transfer of inheritances to your family. When funded and administered properly, a revocable living trust can be a cornerstone of your estate plan.

Power of Attorney

When a trust isn’t part of your plan, a power of attorney can manage your affairs while you’re alive and incapacitated. Unlike a will, which takes effect after your passing, a power of attorney is crucial for tasks like signing tax returns and liaising with institutions on your behalf.

Healthcare Directive

Plan for your end-of-life medical care with this tool. It enables you to outline your choices in a legal document when you cannot communicate them yourself. Unlike a typical healthcare POA, which designates a decision-maker if you cannot, this directive provides specific guidance.

Your Trusted Partner in Folsom Estate Planning

At CPT Law in Folsom, our dedicated team proudly serves as your partner in all estate planning matters. Our objective is to secure your future, protect your assets, and provide peace of mind for you and your loved ones.

We offer a comprehensive range of estate planning services in Folsom, including:

  • Strategies to safeguard your wealth and assets.
  • Crafting a legally sound last will and testament.
  • Establishing and customizing trusts for your specific goals.
  • Ensuring the well-being of your minor children.
  • Expert guidance through the probate process.
  • Minimizing estate tax burdens while preserving your legacy.
  • Implementing trusts with fixed terms and conditions.
  • Flexible trusts for modifications during your lifetime.

Why Opt For CPT Law’s Estate Planning Services?

Years of Experience

Our team possesses extensive estate planning experience, ensuring you receive the most effective guidance and strategies.

Comprehensive Services

From will drafting to trust administration, we offer a full spectrum of estate planning services to meet your needs.

Protection For Children

We underscore the importance of guardianship nominations to safeguard your minor children, providing peace of mind for your family’s future.

Cost-Effective Solutions

We aim to help you achieve your estate planning objectives cost-effectively, ensuring that your assets are preserved for your loved ones.

Local Area Expertise

We have a deep understanding of the Folsom community and its unique legal requirements, making us your trusted local estate planning partner.

Secure Your Legacy Today With CPT Law!

Your assets and loved ones deserve protection. Allow us to assist you in achieving peace of mind by securing your legacy and safeguarding your family’s future. Reach out to our Folsom estate planning attorneys at CPT Law Firm today. 

With our expertise and dedication, we will navigate you through the estate planning process. We provide the legal advice and strategies needed to attain the results you desire.

Why Choose California Probate and Trust, PC?

1 Free Consultation

Find out how our 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

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

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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.

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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.

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