An estate plan is not just about gifts of property. It’s a way of making sure that your loved ones are protected; that the next generation receives the education and training to succeed; that those with special needs are properly cared for; and that your goals are accomplished while saving on administrative fees, court fees, and taxes. We believe everyone needs an estate plan and we are happy to meet with you, evaluate your needs, and find the plan best suited to your family. In particular, we can help you with:
Wills
Trusts
Administration of Trust After Death of One or Both Creators of Trust
Powers of Attorney (Financial)
Advance Health Care Directives
Obtaining Property of Trust Held by Another Dispute Among Trustees
Transferring Property into Trust, Before or After Death of Creator(s) of Trust
Probate Administration
Probate of Will
Probate Without a Will
Probate Litigation
Obtaining Possession of Property of the Estate Held by Another Person (Probate Code Section 850 Petition)
Everyone should at least have a Will, Power of Attorney and Health Care Directive. Many will want a more elaborate estate plan and we are able to provide whichever plan fits your needs best.
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