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Estate Planning Attorney in Irvine
Planning for the end of life is never easy and if you’re like most people you don’t even want to think about it. But you can make things easier on yourself and your beneficiaries by having a comprehensive estate plan. Working with an estate planning attorney can make a big difference by putting together a plan that allows for the smooth transfer of your assets to your designated beneficiaries. It’s important to remember that a will alone does not let you avoid probate. You need a comprehensive estate plan to ensure that your affairs are handled properly without the hassle of undergoing the probate process.
If you are searching for an estate planning attorney in Irvine, 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!
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Having a comprehensive estate plan in place can help to alleviate the burden on your loved ones during an extremely emotional and stressful time. That’s particularly important if you own property or have minor children, but it’s really a good idea no matter what your specific situation. A comprehensive estate plan can include detailed instructions for the transfer of your assets at the time of your death or ensure the management of your finances and health care if you should become incapacitated, allowing your heirs to avoid probate court.
In Irvine it can help to have a skilled attorney working on your behalf. An estate planning attorney in Irvine will be able to guide you through the process of formulating a plan and putting your affairs in order, hopefully easing the emotional burden of the situation. A comprehensive estate plan can also include specific instructions for your health care and decision making if you become incapacitated, allowing you to breathe easier knowing that you’ll be well taken care of in your time of illness. You’ll also have the reassurance that your estate will be properly distributed at the time of your death and that your minor children will be protected by the guardians you choose.
When preparing your comprehensive Estate Planning package, we will provide you with:
A Customized Revocable Living Trust
A customized revocable living trust ensures that your property goes to the beneficiaries you name in your trust. It contains a set of specific instructions for the disposition of your estate or the management of your assets in the event that you become incapacitated.
A “Pour-Over” Will
A “pour-over” will is used in conjunction with a trust to ensure that any assets not titled in the trust are directed into it at the time of your death.
A Durable Power of Attorney for Personal and Financial Matters
One of the most important purposes of a comprehensive estate plan is making sure that your personal and financial matters are handled according to your wishes and that’s where a durable power of attorney comes in. The durable power of attorney allows your specified representative to act on your behalf should you become incapacitated and lets them control any personal or financial matters on behalf of you and your estate.
An Advance Health Care Directive
Health care emergencies can strike at a moment’s notice so it’s important to be prepared ahead of time to cover any eventuality. An advance health care directive, also known as a living will, provides some measure of protection in such cases by documenting your personal wishes regarding health care and specifying what actions should be taken should you become incapacitated. A health care agent is named in your advance health care directive and that individual would then have access to all of your medical records and have your permission to make any necessary decisions regarding your medical care.
Certification of Trust
Privacy is an important concern for many people when they put together a comprehensive estate plan that may include a great deal of personal information. A certification of trust can provide for your privacy as it can be presented to banks, credit unions and other financial institutions by your chosen representative as proof that they are allowed to act on your behalf without disclosing your personal information.
Schedule of Assets
As 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, a schedule of assets is particularly important. This legal document also serves as a statement of your intent regarding all of your assets so you can be sure everything is being handled the way you want it to be.
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 Irvine to discuss your legal needs or