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Estate Planning Attorney San Marcos
Planning for the future isn’t something many people think about. If you’re like most people, you just don’t want to think about your death now, but having a comprehensive Estate Plan in place can help you and your beneficiaries in the long run by avoiding Probate. An estate planning attorney can help you handle your affairs by putting together a plan that allows your assets to transfer smoothly to your designated beneficiaries. Remember that a Will alone does not let you avoid probate. A Comprehensive Estate Plan is your best way of taking the uncertainty out of your future. If you are searching for an estate planning attorney in San Marco, 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
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Estate Planning can be a delicate and complicated process but it is essential to have a Comprehensive Plan in place in order to alleviate the burden on your heirs. A knowledgeable attorney can help you put together an Estate Plan that takes care of all the details so that your estate is handled exactly the way you want it to be. That’s particularly important if you own property or have minor children, but having a Comprehensive Estate Plan that includes a Living Trust is really a good idea no matter what your specific situation. With a Comprehensive Plan you can provide detailed instructions for the transfer of your assets at the time of your death, allowing your heirs to avoid Probate Court, and ensuring the management of your finances and health care if you become incapacitated.
In California, estate planning can be much easier with a skilled attorney working on your behalf. An estate planning attorney will be able to guide you through the difficult and emotional process of formulating a plan and putting all of your affairs in order. Since a Comprehensive Estate Plan can also cover your instructions for health care and decision making if you become incapacitated, it is an invaluable step for you to take. That way you can breathe easier knowing you’ll be well taken care of if you are incapacitated, 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
You want to be sure that your property goes to the beneficiaries you name in your trust and that is precisely what a Revocable Living Trust is meant to do. This is a set of specific instructions that govern the disposition of your estate or the management of your assets should you become incapacitated.
A “Pour-Over” Will
A “Pour-Over” Will is a legal document that is used in conjunction with a trust to ensure 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
A Durable Power of Attorney is one of the most important parts of your Comprehensive Estate Plan. With this document your specified representative is directed to act on your behalf should you become incapacitated and it lets them control any personal or financial matters on behalf of you and your estate.
An Advance Health Care Directive
Unfortunately, you can’t always know ahead of time when a health care emergency will occur. An Advance Health Care Directive, also known as a living will, gives you some protection in such cases by detailing your personal wishes regarding health care and what actions should be taken should you become incapacitated. The health care agent named in your Advance Health Care Directive 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 give you an extra measure of privacy, something that many people are understandably concerned about. Your legal representative can present the Certification of Trust to banks, credit unions and other financial institutions as proof that they are allowed to act on your behalf without disclosing your personal information. That way the business of your estate can remain private while the estate is properly managed.
Schedule of Assets
A Schedule of Assets is a comprehensive listing of the assets in your trust as well as any specifically designated assets that are not typically retitled into the name of the trust. Though it seems pretty straightforward, this is a crucial document as it also serves as a statement of your intent regarding all of your assets.
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 San Marcos to discuss your legal needs or