With over 20 years of experience, we can assist you through the process of preparing your Trust, Will, Power of Attorney and Healthcare Directives. We consult with you to determine your individual family situation and assets, to work with you to prepare a plan that best fits your needs. We also work with you to implement this plan when the time comes, along with your loved ones, to carry out your wishes.
When a loved one has passed, we can help you through the process, whether there is a Trust to be administered or a Probate is needed. All estates need to have assets and debts determined, property managed and tax liability assessed before property can be distributed. This can be a complicated process and we are here to assist you.
When a loved one has passed, we can help you through the process, whether there is a Trust to be administered or a Probate is needed. All estates need to have assets and debts determined, property managed and tax liability assessed before property can be distributed. This can be a complicated process and we are here to assist you.
Services
In a will, someone is named as executor.
If there is no will, the Court will appoint an executor and the assets will be distributed according to California law.
The executor will file documents in the local Probate Court and prove the validity of the will.
Heirs and creditors will be notified of the death.
The executor finds and secures the assets of the estate.
The executor decides how the debt is managed, including selling property.
The Probate process usually takes nine to eighteen months.
Make the right decisions for your loved one's estate, while dealing with the emotions from the loss.
If there is no will, the Court will appoint an executor and the assets will be distributed according to California law.
The executor will file documents in the local Probate Court and prove the validity of the will.
Heirs and creditors will be notified of the death.
The executor finds and secures the assets of the estate.
The executor decides how the debt is managed, including selling property.
The Probate process usually takes nine to eighteen months.
Make the right decisions for your loved one's estate, while dealing with the emotions from the loss.
Make certain that the right people inherit your possessions at the right time when you die.
Minimize taxes, legal fees, and court costs, too.
You pass on more in your estate than just valuables.
You pass on values.
You can also set up disability insurance and long-term care insurance in case of injury or illness.
Transfer a business after retirement, death, or disability.
Update your will throughout your life as your family situation changes and laws change.
As an ongoing process, your plan should be reviewed and updated as your family and financial situations change over time.
Minimize taxes, legal fees, and court costs, too.
You pass on more in your estate than just valuables.
You pass on values.
You can also set up disability insurance and long-term care insurance in case of injury or illness.
Transfer a business after retirement, death, or disability.
Update your will throughout your life as your family situation changes and laws change.
As an ongoing process, your plan should be reviewed and updated as your family and financial situations change over time.
One of the primary purposes of creating a Trust is to avoid Probate, but the Successor Trustee still must comply with the law as well as the terms of the trust.
The trustee must provide notice to heirs, determine the assets, debts and tax obligations of the trust, and report to the beneficiaries.
Even when the situation does not seem complicated, legal assistance is needed to comply with the law and make sure the trust is distributed properly.
We are experienced in assisting Trustees through the trust administration process while dealing with the grief of the loss of a loved one and the emotions involved in dealing with other family members.
The trustee must provide notice to heirs, determine the assets, debts and tax obligations of the trust, and report to the beneficiaries.
Even when the situation does not seem complicated, legal assistance is needed to comply with the law and make sure the trust is distributed properly.
We are experienced in assisting Trustees through the trust administration process while dealing with the grief of the loss of a loved one and the emotions involved in dealing with other family members.
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