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Estate Planning Attorney Anaheim
It’s never easy to consider planning for illness or death, but the more you can do to prepare now, the easier it will be on your loved ones when the time comes. With a comprehensive estate plan in place your estate will be better positioned to avoid the complicated probate process. A skilled estate planning attorney can help to put together a plan that follows your wishes and allows your assets to transfer smoothly to your designated beneficiaries. It’s important to remember that a will alone does not let your family avoid probate…only a comprehensive estate plan can give you that kind of reassurance.
If you are searching for an estate planning attorney in Anaheim, you’ve come to the right place. Lawyer in Blue Jeans is a law practice that specializes in estate planning, based in San Diego and licensed to serve all of California. Estate planning is all we do! Set up your free estate planning consultation today, just fill out the form to the right to get started.
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Putting together a comprehensive estate plan can be a complex process but it is essential in order to alleviate the burden on your loved ones. A knowledgeable estate planning attorney can guide you through that process and make sure that you have an estate plan that handles everything according to your specific wishes. That’s important in any situation, but particularly if you own property or have minor children. A comprehensive estate plan gives you the ability to lay out detailed instructions for the transfer of your assets at the time of your death and can help to ensure the management of your finances and health care in the event that you become incapacitated.
With a skilled estate planning attorney you’ll have the guidance you need to help ease your way through the difficult and emotional process of handling your affairs. Having that kind of expert advice, you’ll also be able to formulate a specific set of instructions for health care and decision making if you should become incapacitated. Not only can this type of planning protect your estate and ensure that your assets are properly distributed at the time of your death, but it can also let you provide for the care and protection of your minor children by specific guardians that you choose.
When preparing your comprehensive Estate Planning package, we will provide you with:
A Customized Revocable Living Trust
The primary goal of any estate plan is to assure that your property goes to the beneficiaries you name in your trust. This is the specific purpose of a revocable living trust, a set of instructions that govern the disposition of your estate or the management of your assets should you become incapacitated.
A “Pour-Over” Will
Used in conjunction with a trust, a “pour-over” will is a legal document designed to ensure that any assets not titled in the trust are directed into the trust upon your death.
A Durable Power of Attorney for Personal and Financial Matters
A durable power of attorney is a crucial part of your comprehensive estate plan as it focuses on handling your affairs should you become incapacitated. The individual you specify in the durable power of attorney is then able to act on your behalf should you become incapacitated and is directed to assume control of any personal or financial matters on behalf of you and your estate.
An Advance Health Care Directive
A health care emergency can occur at any time and an advance health care directive can help to protect your interests in these times of need. Also known as a living will, an advance health care directive details your personal wishes regarding health care and what actions should be taken on your behalf if you should ever become incapacitated. You can also name a specific health care agent who would have access to all of your medical records and be able to make any necessary decisions regarding your medical care.
Certification of Trust
For many people, ensuring the privacy of their estate is particularly important and that is the particular purpose of a certification of trust. This is a legal document that your designated representative can present to banks, credit unions and other financial institutions as proof that they are allowed to act on your behalf. With a certification of trust, your representative can act for you without disclosing your personal information, which keeps the business of your estate private.
Schedule of Assets
As a comprehensive listing of the assets in your trust as well as any specifically designated assets that are not typically retitled into the name of the trust, a schedule of assets is the basic building block of your estate plan. The schedule of assets also serves as a statement of your intent regarding all of your assets so there is no question of your wishes.
If you or someone you know is in need of the above-mentioned legal services, please call our office at (619) 683-2545 to schedule a free, no obligation, one-one-one consultation with an experienced estate planning attorney to discuss your legal needs or