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Last Will and Testament Lawyer in San Francisco
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Protect Your Legacy, Ensure Your Family’s Future!

Navigating estate planning complexities can be challenging, but at CPT Law, we’re committed to simplifying the process. Our team specializes in developing extensive estate plans, including Last Will and Testaments. We offer services customized to your unique needs and circumstances.

Our client-focused approach ensures that your final wishes will be documented and legally sound. We guarantee a seamless transition of your assets to your chosen beneficiaries. In San Francisco, CPT Law is ready to support you in this pivotal undertaking.

Why Opt For A Last Will And Testament?

A Last Will and Testament, commonly known as a “will,” is a legally binding document. This tool properly outlines your preferences for estate allocation, serving several vital purposes:

Asset Distribution

This document specifies how your property, financial assets, and personal belongings should be distributed among your chosen beneficiaries.

Guardian Designation

If you have minor children, the will allows you to designate a guardian for their care in the event of your passing.

Executor Appointment

This document lets you nominate an executor to ensure your wishes are carried out according to the terms of your will.

Debt Settlement

Last Will and Testament addresses the settlement of outstanding debts, ensuring your estate’s financial obligations are met.

Peace of Mind

By crafting a will, you’ll enjoy peace of mind that your loved ones will be cared for. It’ll let you handle your legacy as you desire.

Our San Francisco Last Will And Testament Services

We understand the importance of creating a properly structured and legally sound Last Will and Testament. And our dedicated team of legal professionals in San Francisco is here to guide you. We offer a wide range of services to meet your unique needs: 

Consultation And Assessment

Begin by understanding your circumstances and objectives, assessing your assets, family dynamics, and specific requests for your will.

Drafting And Will Review

Our expert attorneys draft your will in compliance with California’s legal requirements, reviewing all elements to prevent ambiguity or potential legal challenges.

Executor & Guardian Selection

Guide in nominating an executor and guardian for your children, aiding informed decisions for robust documentation.

Your Will’s Customization

Tailor your will to your unique situation, considering complex financial assets, charitable contributions, or special requests for asset distribution.

Expert Legal Guidance

Offer expert advice to ensure your Last Will and Testament fully reflect your intentions and adhere to all legal standards.

Why Choose CPT Law For Last Will And Testament?

Selecting the right partner for your Last Will and Testament is crucial. This is where CPT Law comes in, and we are pleased to stand to be your trusted ally in San Francisco. Here are the reasons why you should choose us:

Years of Experience

Our seasoned legal professionals specialize in estate planning, ensuring your Last Will and Testament is skillfully crafted and legally sound.

Tailored Approach

Accepting the reality of unique circumstances, our experts offer tailor-made solutions to meet your specific needs and objectives.

Legal Compliance

We are well-versed with San Francisco’s legal requirements. So, we ensure your will adheres to all applicable laws and regulations of California.

Extensive Guidance

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

Client-Centered Service

Our team prioritizes clear communication and is dedicated to providing you with the best possible experience throughout the process.

Let’s Craft Your Last Will And Testament Today!

Your Last Will and Testament is more than a legal document; it reflects your values, love, and care for your family. Crafting a will with CPT Law in San Francisco ensures 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. Our lawyers make 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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