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Estate Planning Law Firm in San Francisco
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Protect Your Legacy, And Secure Your Future!

Are you worried about the destiny of your hard-earned assets and the well-being of your loved ones after your death? What provisions are in place if you’re no longer able to make decisions regarding your health or finances? The answer is estate planning with CPT Law.

At CPT Law in San Francisco, we recognize that these concerns are pivotal to estate planning. So, we are here to offer expert guidance and support throughout the entire process.

Get Tailored Estate Planning Solutions From CPT Law

Just as every individual is unique, so is each estate plan. Our seasoned San Francisco estate planning attorney team specializes in formulating personalized solutions that address your specific needs and apprehensions. 

With over 15 years of combined experience in estate planning, we assure you of expert advice. Our team will provide support to protect your assets and ensure the future well-being of your family. 

Benefit From CPT Lsw’s Estate Planning Tools

A well-constructed estate plan relies on diverse legal tools to safeguard your interests. In San Francisco, our estate planning services include:

Last Will And Testament

Well, regardless of age, wealth, or family status, a last will and testament allows you to dictate how your assets are distributed, ensuring your wishes are honored. You can update your will as your life evolves.

Revocable Living Trust

This potent tool complements your last will and testament, facilitating the efficient and effective transfer of inheritances to your family. Properly funded and administered, 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. A will only takes effect after your passing, making a power of attorney crucial for tasks like signing tax returns and liaising with institutions on your behalf.

Healthcare Directive

Using this tool, you can outline your end-of-life medical care choices in a legal document when you are unable to communicate them. It differs from a typical healthcare power of attorney, which designates a decision-maker if you cannot.

Your Trusted Estate Planning Partner In San Francisco

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

At CPT Law in San Francisco, we offer a comprehensive range of estate planning services tailored to meet your unique needs, 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 Go For CPT Law’s Estate Planning Services?

Years of Experience

Our team boasts a wealth of 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.

Children Protection 

Emphasizing the importance of guardianship nominations to protect 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 your assets are preserved for your loved ones.

Local Area Expertise

We deeply understand the San Francisco 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 help you attain peace of mind by securing your legacy and safeguarding your family’s future. Contact our San Francisco estate planning attorneys at CPT Law Firm today.

With our expertise and dedication, we will guide you through the estate planning process. Our team will provide you with the legal advice and strategies needed to achieve 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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