A Law Firm that Puts YOUr needs first
What is an Estate Plan and WHERE DO I START?
An estate plan covers four main areas. An Advance Health Care Directive
and a Durable Power of Attorney while you are alive, and Wills and Trusts
when you have passed.
The Advance Health Care Directive is a document of your medical wishes
should you become incapacitated, and includes your HIPAA, CMIA and possibly
POLST documents. Everyone over the age of 18 should have one, as no one
can make medical decisions over another adult person without one. The
Durable Power of Attorney gives an Executor the power to make financial
decisions for you such as sell property, pay bills, and HEMS decisions:
Health, Education, Maintenance and Support.
To avoid probate and exhorbitant fees, we recommend that in addition to
a Will, you also establish a trust which will best define your wishes.
A lot of people feel they won't need a trust because they don't have anything
to put in it but the truth is that you probably have more than you think
and establishing a trust will avoid court for your family which is the
default route in California. The costs for court start at $10k versus
having a trust established and not going to court at all.
What to do next? Simply fill out the form on the right and we can begin
to set up a free phone consultation to discuss your unique situation and
concerns. It is that simple.
Your Needs First
Our comprehensive service means your estate plan will be updated as dictated
by changing life circumstances. We understand you are busy, therefore,
we follow up with you periodically to make sure that your plan is up-to-date
and reflects your current situation. Because of our expertise in guardianships,
probate and trust administration, our comprehensive service also means that your
estate planning documents are prepared to avoid foreseeable issues. The
result? More harmonious families and happy, life-long clients.
Half of what we do is practice law. The other half is offer compassionate
therapy. These are the things that inspire and motivate us day-in and day-out.