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Last Will and Testament Lawyer in Folsom
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Protect Your Legacy, Ensure Your Family’s Future

Dealing with estate planning in Folsom is intricate. But at CPT Law, we strive to simplify the process for you. Our adept team specializes in developing comprehensive estate plans, including Last Will and Testament. We offer services tailored to your needs and circumstances.

Embracing a client-centric approach, you can rely on us to meticulously document your final wishes, ensuring their legal validity. CPT Law in Folsom is here to assist you in this important endeavor. We facilitate a seamless transition of your assets to your chosen beneficiaries.

Why Opt For A Last Will and Testament?

A Last Will and Testament, commonly known as a “will,” is a legally binding document. This potential document plays a pivotal role in estate planning. It serves several crucial purposes, including:

Asset Distribution

A will clearly outline the allocation of your property, financial assets, and personal belongings among your selected beneficiaries.

Guardian Designation

This document allows you to designate a guardian for the care of minor children in the event of your passing.

Executor Appointment

In this document, you can permit the nomination of an executor. It’ll ensure the execution of your wishes according to the terms of your will. 

Debt Settlement

Your will clearly addresses the settlement of outstanding debts, ensuring your estate’s financial obligations are met. 

Peace of Mind

Crafting a will provides peace of mind, assuring your loved ones will be cared for and your legacy handled according to your wishes. 

Our Last Will And Testament Services In Folsom

A well-structured and legally sound Last Will and Testament is pretty crucial. That’s why our dedicated team of legal professionals in Folsom offers a comprehensive range of services. We ensure that our lawyers meet your unique needs. Here is what we offer:

Consultation And Assessment

As part of our service, we understand your circumstances and assess assets, family dynamics, and specific requests for your will. 

Drafting And Review

Our expert attorneys draft your will in compliance with California’s legal requirements, ensuring clarity and preventing potential challenges. 

Executor & Guardian Selection

We provide you guidance in nominating an executor and guardian for your children, facilitating you to make informed decisions. 

Will Customization

Our team helps you tailor your will to your unique situation, addressing your financial assets or special requests for asset distribution.

Expert Legal Guidance

At CPT Law, you’ll receive advice from our legal team. We ensure your Last Will and Testament reflect your intentions and comply with all legal standards. 

Why Choose CPT Law For Last Will And Testament?

Selecting the right partner for your Last Will and Testament is crucial. And CPT Law stands out as your trusted ally in Folsom for these compelling reasons:

Years of Experience

Our experienced legal professionals specialize in estate planning, ensuring skillful crafting of legally sound Last Will and Testaments.

Personalized Approach

Recognizing unique circumstances, we offer tailor-made solutions to meet your specific needs and objectives. 

Legal Compliance

Well-versed in California’s legal requirements, ensuring adherence to all applicable laws and regulations. 

Extensive Guidance

Beyond drafting your will, we offer guidance on selecting executors, guardians, and other critical decisions to protect your legacy.

Client-Centered Service

Prioritizing clear communication, we are dedicated to providing you with the best possible experience throughout the process. 

Ready To Take The First Step? Contact Us Now! 

Your Last Will and Testament is more than a legal document; it reflects your values, love, and care for your family. Craft your will with CPT Law in Folsom to ensure your legacy is preserved and your loved ones are cared for. 

Contact us today to schedule a consultation and create a Last Will and Testament, making the process as simple and stress-free as possible, allowing you to focus on what truly matters.

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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What Happens If You Don’t Have A Will?

If you pass away without a last will and testament in place, the probate court will follow the intestacy laws to distribute your property. Your property will go to your immediate family based on the laws. However, if you don’t have immediate family, your nieces and nephews will inherit your property. Sometimes, people don’t have living immediate family members or nieces or nephews. Then, the probate court will distribute the property to distant relatives, and if that is not possible, the state will get your property. Having a will prevents the state from seizing your property and ensures it goes to the family, friends, and charitable causes you care about the most.

Non-Probate Assets

Non-probate assets can skip probate and go directly to your beneficiaries. Non--probate assets include all assets that you hold in a trust, as well as the proceeds from insurance policies and retirement accounts. Payable on Death and Transfer on Death accounts also avoid probate. In addition, all property that you own jointly will bypass probate. For example, if you own a home with your spouse, it won’t have to go through probate when you pass away. Instead, your spouse will become the sole owner of the home. California Probate and Trust, PC will help you determine which assets will go through probate and which ones won’t when making your last will and testament.

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Revoking And Changing A Will

California law allows you to revoke or make changes to your will if you wish. If you want to revoke your will, you can cancel or destroy it. You also have the option of making a new will that contradicts the old will, or you can state that you are revoking your old will in your new will. If you prefer, you can change your existing will instead of revoking it and start over. R. Dustin McFarlane can make the changes on your behalf.

Are Oral Wills Valid?

Some people make oral or video wills, thinking that they are valid. The state only recognizes written wills, meaning wills that are handwritten or typed. After creating the will, you have to sign it. It also needs the signature of two witnesses. If you have only communicated your wishes with others, you must get it in writing, or you won’t have any control over how your property is distributed.

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