• (925) 750-7795
  • 5890 Stoneridge Drive, Suite 105,
    Pleasanton, CA 94588

We can help you set up your estate. Having your estate in order gives you and your family peace of mind that you are prepared for the future.

Let me help you set up your:

  • Will – Everyone should have a Will. A Will lets you decide who should get your assets and personal property after you die. Having a well-drafted Will in place can prevent family in-fighting over your estate. A Will is a legal document that defines how your estate should be distributed after your death. It makes clear who should get a share of your assets and what each person’s share should be. You can also use your Will to make gifts of specific sentimental or valuable items to specific family members or friends. In a Will, you will appoint an Executor, who is responsible for making sure that your estate is divided according to your wishes. 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) should be. 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 your 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.
  • Power of Attorney – 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. A Power of Attorney is a legal document that delegates the authority to manage your finances to another person, in the event that you are incapacitated. The person or persons you designate will have access to your financial accounts to keep paying your bills, pay for healthcare or assisted living, and keep your financial life on track when you cannot manage it yourself. And, best of all, when drafting the Power of Attorney, you can give your agent as much or as little power over your finances as you feel comfortable giving, knowing that the Power will not even apply unless you become incapacitated. Set up a Power of Attorney and know that your finances will be looked after, even when you can’t look after them yourself.
  • Advance Medical Directive/Living Will – 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.
  • Revocable Trusts – 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. These fees are set by California law, but can range from a couple thousand to tens of thousands of dollars, depending on how much your estate is worth. By contrast, a trust only requires a flat fee to get it set up, after which you can administer it yourself during your lifetime. The revocable trust works like this: you and your spouse transfer your property (your home, your bank accounts etc.) and sign the paperwork to create the trust, making you the Settlors of the trust. You and your spouse are also the Trustees, who administer the trust for the benefit of the Beneficiaries. But these beneficiaries are you and your spouse, as well. By serving in all three capacities, you retain control of your family’s finances, with very little change in your day-to-day management of them. And, don’t even have to do extra tax forms; you report the trust income on your personal 1040 form! Setting up a trust is easy. I create the 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.