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Estate Planning Attorney La Jolla
Responsible estate planning can help you avoid probate. You want to ensure that your property passes smoothly to your designated beneficiaries when you die and the best way to do that is with an estate planning attorney. If you are searching for an estate planning attorney in La Jolla, 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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An estate planning attorney has the knowledge and expertise to help you navigate what can be a complicated process. Having a Comprehensive Estate Plan that includes a Living Trust is especially important if you own real property or have minor children. With a Comprehensive Plan in place, you can provide detailed instructions for the transfer of your assets to your heirs on your death. Not only can this help to avoid probate court it can also ensure the management of your finances and health care if you become incapacitated without unnecessary court involvement and excessive fees and costs.
While the California courts offer a range of legal forms and self-help steps that would allow you to proceed without an attorney, having one is still highly recommended. A skilled attorney who is familiar with the process of formulating a properly funded Comprehensive Estate Plan can help you to eliminate all of the fees, hassles, and courtroom drama associated with Probate. Having the proper legal representation can also be invaluable if you should become incapacitated, as it can prevent court interference and provide 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 basically a way of providing specific instructions for the disposition of your estate after you die. That way your property would go to the beneficiaries named in your trust according to your wishes. You can also use a revocable trust to set out instructions for the management of your assets should you become incapacitated.
A “Pour-Over” Will
This is a special type of will that is used in conjunction with a trust. According to a Pour-Over Will, 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 special instruction that allows a person you specify to act on your behalf should you become incapacitated. The individual with Durable Power of Attorney can control any personal or financial matters so that you and your estate are well protected.
An Advance Health Care Directive
Also known as living will, an Advance Health Care Directive may be the most important legal document in your Estate Planning package. This is a document that specifies your personal wishes and details what actions should be taken in regards to your health should you become incapacitated. An Advance Health Care Directive names a 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
A Certification of Trust can easily be overlooked but it is vital in terms of maintaining your privacy. This legal document can be presented to banks, credit unions and other financial institutions by your designated representative as proof that they have permission to act on your behalf. With a Certification of Trust, you can have peace of mind knowing that your representative can act on behalf of the trust while keeping your personal information included in the trust private.
Schedule of Assets
A Schedule of Assets is basically a table of contents, providing a comprehensive listing of the assets that have been transferred into your trust and any specifically designated assets that are not typically retitled into the name of the trust. It’s a basic but very important document that 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 one of our experienced La Jolla estate planning lawyers to discuss your legal needs or