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Estate Planning Attorney in Newport Beach
Managing an estate is never easy and it can be even more difficult for your loved ones during what is already a very stressful and emotional time in their lives. Having a comprehensive estate plan in place can go a long way towards easing that burden. To ensure that you have a solid plan in place your best choice is to work with an estate planning attorney. That way you can be sure that your property passes smoothly to your designated beneficiaries and you can help them to avoid the added stress of probate.
If you are searching for an estate planning attorney in Newport Beach, you’ve come to the right place. Lawyer in Blue Jeans is a law practice that specializes in estate planning, that’s all we do! We are llicensed to serve all of California and offer virtual consultations.
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The estate planning process can present many potential complications but a skilled estate planning attorney can make things easier on you and help you navigate through it all. With a comprehensive estate plan in place, you can be assured that your assets will transfer smoothly to your heirs according to your specific instructions. Not only can this allow for the easy distribution of your estate without the hassle of probate court but it can also help to ensure that your finances and health care are properly managed should you become incapacitated.
Working with a skilled estate planning attorney is always important but it can be particularly crucial if you own a business, own property or have minor children, all of which can complicate matters even further. With a comprehensive estate plan in place you can be sure that everything is going according to your wishes if should you become incapacitated or that your estate is handled properly after your death. You can also ease the burden on your loved ones by helping them to avoid the potentially lengthy and difficult Probate process.
When preparing your comprehensive Estate Planning package, we will provide you with:
A Customized Revocable Living Trust
With a revocable living trust you can specify exactly how the assets in your estate are to be distributed. By leaving specific instructions in your revocable living trust you can ensure that the beneficiaries you name will receive what you intend for them. You can also set out specific directives for managing your assets should you become incapacitated for any reason.
A “Pour-Over” Will
A standard will is set up to handle any assets contained in your trust, but in certain circumstances there may be other assets that are not titled in the trust that also need to be dealt with. A pour-over will can do just that by directing 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
A durable power of attorney is a particularly important part of your estate plan as it directs a specific person that you name to act on your behalf if you should ever become incapacitated. This person you entrust with durable power of attorney can then control any personal or financial matters and provide protection for you and your estate.
An Advance Health Care Directive
An advance health care directive is also known as a living will. This legal document is used in the event that you should become incapacitated. It specifies your personal wishes and details what actions should be taken in regards to your health care if you are unable to communicate for any reason. An advance health care directive lets you name a health care agent and allows 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 helps to maintain your privacy. It 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 without disclosing any of the personal information in your trust.
Schedule of Assets
A schedule of assets is a table of contents containing 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 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 to discuss your legal needs or