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Estate Planning Attorney El Cajon
Planning for your death now can help to ensure that your property passes smoothly to your designated beneficiaries and help you avoid Probate. The most responsible way to handle your affairs is with an estate planning attorney. If you are searching for an estate planning attorney for El Cajon, you’ve come to the right place. Lawyer in Blue Jeans is a law practice that specializes in estate planning, based in San Diego. Don’t make the mistake of assuming that all you need is a Will. A Will alone does not let you avoid Probate!
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With an estate planning attorney in El Cajon you’ll be able to breathe easier knowing you’ve got expert guidance to help you through the complicated estate planning process. If you own property or have minor children, a Comprehensive Estate Plan that includes a Living Trust is particularly important, but it’s a good idea in any situation. A Comprehensive Plan lets you provide detailed instructions for the transfer of your assets to your heirs on your death. This can make things much easier on them by allowing them to avoid Probate Court after your death, or it can ensure the management of your finances and health care if you become incapacitated, allowing you to avoid court involvement and excessive expenses.
In El Cajon there are ways for you to proceed with estate planning without an attorney but having an estate planning attorney is still highly recommended. A skilled lawyer will be familiar with the process of formulating a properly funded Comprehensive Estate Plan and can help you eliminate all of the fees and hassles of Probate. Having an attorney can also help if for any reason you should become incapacitated by preventing court interference and advising you on providing nominations for a guardianship of your minor children.
When preparing your comprehensive Estate Planning package, we will provide you with:
A Customized Revocable Living Trust
A Revocable Living Trust is a set of specific instructions that govern the disposition of your estate after you die. With a Revocable Living Trust your property would be sure to go to the beneficiaries you named in your trust and it can also contain instructions for the management of your assets should you become incapacitated.
A “Pour-Over” Will
A “Pour-Over” Will is used in conjunction with a trust and ensures 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 your specified representative to act on your behalf should you become incapacitated. The individual who has the Durable Power of Attorney controls any personal or financial matters on behalf of you and your estate, ensuring that your estate is well protected.
An Advance Health Care Directive
An Advance Health Care Directive is also known as a living will and is one of the most important parts of your Estate Planning package. This document specifies your personal wishes regarding health care and details what actions should be taken if you become incapacitated. With an Advance Health Care Directive you can name a health care agent who would have access to all of your medical records and make any necessary decisions regarding your medical care.
Certification of Trust
A Certification of Trust is vital for maintaining your privacy. It is a document that your legal 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 on behalf of the trust without disclosing your personal information to preserve your privacy.
Schedule of Assets
A Schedule of Assets provides a comprehensive listing of the assets in your trust and any specifically designated assets that are not typically retitled into the name of the trust. It also serves as a statement of your intent regarding all of your assets.
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 El Cajon to discuss your legal needs or