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Estate Planning Attorney Oceanside
The process of planning for the end of your life can be emotional and fill you with anxiety. It’s not a pleasant thing to think about but it is necessary and having a comprehensive estate plan can help to make things so much easier on you and your loved ones. With an experienced estate planning attorney you can formulate a plan that puts everything in order, helping to avoid the added stress of probate. A will alone can’t give you this assurance…the only way to guarantee that your estate avoids probate is with a carefully constructed, comprehensive estate plan.
If you are searching for an estate planning attorney in Oceanside, 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! Set up your free estate planning consultation today, just fill out the form to the right to get started.
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With a comprehensive estate plan in place, you can also allow your heirs tA skilled attorney can help guide you through the estate planning process, allowing you to breathe easier knowing that all of your specific needs are being met and any eventuality is accounted for. A well constructed comprehensive plan contains detailed instructions for the transfer of your assets to your heirs at the time of your death and includes a living trust to cover the distribution of property or the assigning of guardianship for any minor children. This is the only way that you can specifically designate a representative for your estate so that the estate can avoid unnecessary court involvement and excessive fees and costs. The representative you choose will also be directed to manage your finances and health care if you become incapacitated.
An attorney will have the necessary knowledge to help formulate a plan that distributes your estate smoothly and eliminates all of the fees, hassles, and courtroom drama of probate. This can be a particular concern should you become incapacitated and are unable to make decisions for yourself or if you need to provide for guardianship of your minor children. This is when having expert legal representation is especially important and we’re ready to provide those services for you.
When preparing your comprehensive Estate Planning package, we will provide you with:
A Customized Revocable Living Trust
You want to be sure that your estate is properly disposed at the time of your death. That’s why you need a customized revocable living trust, a legal document that provides specific instructions and ensures that your property goes to the beneficiaries named in your trust according to your wishes. Likewise, a living trust can include specific instructions for the management of your assets in the event that you become incapacitated.
A “Pour-Over” Will
As the name suggests, a pour-over will is a special type of will designed to handle any assets not covered in your traditional will. Used in conjunction with a trust, a pour-over will 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
Your estate plan isn’t just about distributing your assets when you die. One of the most important features of your plan is the ability to lay out specific instructions for handling your affairs if you should become incapacitated. A durable power of attorney allows you to name a specific person to control any personal or financial matters on your behalf and protect your estate should you become incapacitated.
An Advance Health Care Directive
Also known as a living will, an advance health care directive can literally be a matter of life or death. This document specifies your personal wishes and details what actions should be taken in regards to your health care if you become incapacitated. It also lets you choose a specific person who would have access to all of your medical records and be able to make any necessary decisions regarding your health care.
Certification of Trust
Privacy can be a particular concern when laying out an estate plan and a certification of trust is specifically concerned with maintaining your privacy. This is a legal document that your designated representative can present to banks, credit unions and other financial institutions as proof that they have permission to act on your behalf. Since the certificate of trust allows your representative to act for you without disclosing the personal information contained in your trust it goes a long way toward protecting your privacy.
Schedule of Assets
Before your assets can be properly distributed they have to be listed in detail. A Schedule of Assets provides this detailed list of all the assets that have been transferred into your trust as well as 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 held 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 Oceanside to discuss your legal needs or