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Estate Planning Attorney Del Mar
There’s no denying that planning for your death can be an emotional and anxiety filled process. Nobody likes to think about it, but having a Comprehensive Estate Plan is so important for you and your loved ones. Fortunately, you don’t have to handle all the planning yourself. An experienced estate planning attorney can help you to put everything in order so that your estate can avoid the headache of Probate. A Will alone can’t assure you of avoiding Probate…it is essential to have a well thought out and carefully crafted comprehensive Estate Plan. If you are searching for an estate planning attorney in Del, 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.
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Estate Planning can seem overwhelming, but it doesn’t have to be. A skilled attorney can help guide you through the process and provide expert advice to ensure that you have a plan that fits all of your specific needs and covers any eventuality. A Comprehensive Plan will contain detailed instructions for the transfer of your assets to your heirs on your death and if it includes a Living Trust it can also help with managing the distribution of property or setting up guardianship for minor children. Through your Comprehensive Plan you can designate a representative for your estate to help avoid unnecessary court involvement and excessive fees and costs while managing your finances and health care if you become incapacitated.
You always have the option to put together a Comprehensive Estate Plan on your own, but having an estate planning attorney in Del Mar is really a much better choice. With a skilled attorney working on your behalf, you can be assured of eliminating all of the fees, hassles, and courtroom drama of Probate. Avoiding court interference is particularly important should you become incapacitated or need to provide nominations for guardianship of your minor children. In times like those, having proper legal representation is even more crucial and that’s precisely what we can do for you.
When preparing your comprehensive Estate Planning package, we will provide you with:
A Customized Revocable Living Trust
The last thing you want when you die is to have any questions about the disposition of your estate. With a Customized Revocable Living Trust you can provide specific instructions and ensure that your property goes to the beneficiaries named in your trust according to your particular wishes. A Living Trust can also include instructions for the management of your assets in the event that you become incapacitated, giving you even more peace of mind.
A “Pour-Over” Will
A Pour-Over Will is a special type of will used in conjunction with a trust 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 allows you to name a person of your choosing to control any personal or financial matters on your behalf should you become incapacitated. A Durable Power of Attorney can help to ensure that you and your estate are well protected.
An Advance Health Care Directive
An Advance Health Care Directive is also known as a living will and this vital legal document specifies your personal wishes and details what actions should be taken in regards to your health care in the event you become incapacitated. It also specifies an agent specified by you who would have access to all of your medical records and be able to make any necessary decisions regarding your health care.
Certification of Trust
When it comes to handling an estate, for many people privacy is a primary concern. A Certification of Trust is a legal document that addresses this concern directly. The Certification of Trust can be presented by your designated representative to banks, credit unions and other financial institutions as proof that they have permission to act on your behalf without disclosing the personal information contained in your trust. This provides your estate with an extra layer of protection that can be reassuring.
Schedule of Assets
In order for your assets to be properly distributed they must first be accounted for and listed in detail. You do this with a Schedule of Assets, which lists all of the assets that have been transferred into your trust and also catalogs any specifically designated assets that are not typically retitled into the name of the trust. At the same time, the Schedule of Assets serves as a statement of your intent regarding the assets held in your trust.
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 in Del Mar to discuss your legal needs or