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Estate Planning Attorney Encinitas
Planning for the end of your life is never easy but with a skilled estate planning attorney you can ensure that your property passes smoothly to your designated beneficiaries. If you are searching for an estate planning attorney in Encinitas, 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.That can make a big difference in what is already a very emotionally charged time. Don’t add to the stress for your loved ones by assuming that a will is all you need to avoid Probate!
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Estate Planning can be a complicated process in the best of times but an experienced attorney can help you navigate through all of the potential complications you may encounter. With thorough knowledge and expertise, we can help you put together a Comprehensive Estate Plan that includes a Living Trust so that your assets can be smoothly transferred to your heirs according to your detailed instructions. This can not only allow your estate to avoid Probate Court but also ensure the management of your finances and health care if you become incapacitated so that you can avoid the unnecessary complication of court appearances, excessive fees and costs.
While having a Comprehensive Estate Plan is important in every case, it is particularly crucial if you own a business, own property or have minor children. In cases like these, a skilled estate planning attorney in Encinitas can be a real asset. An Estate Plan can ease some of the burden on your loved ones during what is already an emotional, stressful time. That way you can be sure that everything is going according to your wishes should you become incapacitated or after your death. Being able to avoid Probate is so important for you and your estate and that’s why the importance of proper Estate Planning can’t be emphasized enough.
When preparing your comprehensive Estate Planning package, we will provide you with:
A Customized Revocable Living Trust
A Revocable Living Trust let’s you specify exactly how the assets in your estate are to be distributed. With the instructions set out in your Revocable Living Trust you can be sure that everything goes to the beneficiaries named in your trust according to your wishes. A Revocable Trust can also contain specific instructions for the management of your assets should you become incapacitated.
A “Pour-Over” Will
Any assets contained in your trust would be handled through your Will, but sometimes there are other assets that are not titled in the trust and they need to be dealt with as well. A Pour-Over Will is a special type of will used in conjunction with a trust to direct any assets into the trust at the time of your death that were not already titled in the trust.
A Durable Power of Attorney for Personal and Financial Matters
Your Estate Plan can involve more than just the distribution of your assets after your death. A Durable Power of Attorney directs a specific person that you name to act on your behalf should you become incapacitated. This is an extremely important part of any Estate Plan as it allows for someone to control any personal or financial matters and provide protection for you and your estate.
An Advance Health Care Directive
An Advance Health Care Directive, also known as a living will, specifies your personal wishes and details what actions should be taken in regards to your health care in the event that you become incapacitated. With an Advance Health Care Directive you can name a health care agent and allow that person to 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 a legal document that can be presented to banks, credit unions and other financial institutions by the designated representative you name to prove that they have permission to act on your behalf. With a Certification of Trust in place, the representative you choose can act on your behalf while keeping the personal information in your trust private.
Schedule of Assets
A Schedule of Assets contains 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 may seem like a very routine document but is very important since it also serves as a statement of your intent regarding the assets you planned to hold 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 Encinitas to discuss your legal needs or