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Estate Planning Attorney Orange County
Nobody likes to think about planning for their death, but the fact is a skilled estate planning attorney can help spare you and your loved ones a lot of headaches during what is already a very emotional time. There is enough stress to handle when it comes to settling your affairs, so don’t add to it by assuming a will is all you need. A will alone can’t help you avoid probate…you need a thorough and carefully constructed estate plan in order to assure that your final wishes are carried out without the added complication of going through the probate process.
If you are searching for an estate planning attorney in Orange, you’ve come to the right place. Lawyer in Blue Jeans is a law practice that specializes in estate planning, and licensed to serve all of California. It’s all we do!
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The estate planning process can be very complicated, which is why you should never try to handle the entire thing by yourself. The knowledge and expertise of an estate planning attorney can be an invaluable asset for you and your heirs. Together, you and your attorney can formulate a comprehensive estate plan that includes a living trust so that your wishes can be followed and your assets transferred smoothly if you become incapacitated or at the time of your death. That way you can avoid the unnecessary complication of court appearances, excessive fees and costs that are all a part of the probate process.
Of course having a comprehensive estate plan is important in every case to help avoid probate, but it is particularly important if you own a business, property or have minor children. In these cases a skilled estate planning attorney in Orange County can make all the difference. You want to be sure that when the time comes, everything is handled according to your wishes. A well constructed estate plan can ensure that happens and ease the burden on your loved ones in what is an emotionally charged time.
When preparing your comprehensive Estate Planning package, we will provide you with:
A Customized Revocable Living Trust
A revocable living trust is your way of protecting your assets and ensuring that they are distributed according to your wishes at the time of your death. This way you can specify exactly who your beneficiaries are and leave specific directions for distributing your assets to them. Should you become incapacitated for any reason a revocable trust can also specify how your assets should be managed.
A “Pour-Over” Will
A “pour-over” will is a legal document that is used in conjunction with a trust to direct any assets not already titled in the trust into it at the time of your death. This is a safety net of sorts, allowing for the management of any assets that aren’t specified in your standard will.
A Durable Power of Attorney for Personal and Financial Matters
A durable power of attorney can be a vital part of your comprehensive estate plan as it specifically deals with handling your affairs should you become incapacitated. According to the durable power of attorney a person that you name is empowered to act on your behalf and can control any personal or financial matters and provide protection for you and your estate.
An Advance Health Care Directive
Another safeguard in times of illness or incapacity, an advance health care directive specifies your personal wishes and details what actions should be taken in regards to your health care. With an advance health care directive, also known as a living will, 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, which can give you tremendous peace of mind.
Certification of Trust
This is a legal document that can be presented to banks, credit unions and other financial institutions by your designated representative to prove that they have your permission to act on your behalf. A certification of trust is particularly important as it allows your representative to act on your behalf while keeping the personal information in your trust private.
Schedule of Assets
A comprehensive listing of the assets in your trust, a schedule of assets also specifically designates assets that are not typically retitled into the name of the trust. More than a simple list, the schedule of assets 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 Orange County to discuss your legal needs or