• (925) 480-7850
  • 5890 Stoneridge Drive, Suite 105,
    Pleasanton, CA 94588

Having an estate plan in place is the kindest possible thing you can do for your loved ones. By creating a comprehensive estate plan for you, we help you plan for your family’s future and give you peace of mind that they will be taken care of.

At minimum, everyone should have a Will, Financial Power of Attorney and Advance Healthcare Directive in place.

Having a well-drafted Will in place can prevent family in-fighting over your estate. We can help you prepare a document that makes clear who should get a share of your assets and what each person’s share should be and help you make sure that sentimental or valuable items go to the best person.
If you have children under the age of 18, in the Will you will also outline your wishes as to who should be guardian of the person (who your children will live with) and guardian of the property (who should control their finances until they are legal adults). Although the California courts must make the actual guardian appointment, making your preference clear in a Will shows the court who you want to care for your children.

If you don’t have a Will set up at the moment of you death, then you die intestate. This can create delays in processing your estate, preventing your family from accessing much-needed estate funds. Without a Will, your estate will be divided by the courts under a standard formula for who “should” inherit, rather than who you want to inherit. Make your wishes clear and make sure that you decide how your property should be distributed.

If you are incapacitated, who is going to pay your bills? Pay for your medical care? Manage your assets? A Power of Attorney lets you name someone to take care of your life when you can’t. Set up a Power of Attorney and know that your finances will be looked after, even when you can’t look after them yourself.
An Advance Medical Directive is a legal document delegating the power to make health care decisions for you, when you are unable to make them yourself, to another person(s) of your choosing. In the Advance Directive, you can also give your agent guidance by making your wishes about end of life choices clear. This Directive can cover, among other topics: removal of life support, the choice to provide artificial nutrition and hydration, pain management/alleviation, organ donation choices and post-death burial arrangements. You can also use an Advance Directive to designate a primary physician to make sure that your choice of a doctor who you can trust is respected. An Advance Medical Directive is an absolute necessity in today’s medical climate. Help your loved ones navigate a difficult time by making your healthcare wishes clear.

For many California families, a revocable trust protects their property so that more property goes to their children and loved ones and not to lawyers and the court.

An inter vivos or revocable trust is one of the building blocks of a successful estate plan. A trust is a legal instrument through which you can structure your estate to avoid the lengthy, expensive and public Probate process. Setting up a revocable trust lets you continue to use your property during your lifetime, but allows your heirs to inherit your property immediately upon your death, by designating them as successor beneficiaries, with no delay while your estate goes through probate. Your estate is protected from probate fees, charged by the executor and any probate attorney you hire to guide you through the process.

Let us create your trust instrument and guide you through the process of transferring your property to the trust, to make sure that you are properly set up and ready to go. Then, once it’s established, you can administer your family’s trust as trustee without the need for further expensive legal help. Contact us to set up a consultation to discuss your estate planning needs.