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An estate plan protects you, your family, and your assets. It can avoid court fees, attorney fees, the time consuming process of going through the legal process of probate, and unnecessary tax liabilities. Everyone should have the following documents in their estate plan:

 

Will(s):

A Will is a document that states what property or other assets you wish to leave to your family, friends or a charity after your death.

Pour-over will(s):

A Pour-over will pours your assets into a trust which avoids the costly and time consuming legal process called probate.
 
If you do not sign a Will before your death, then California law dictates who will receive your property and other assets after your death, under “intestate succession”.
 

Living Trusts:

A Trust is an entity created to hold your property and other assets for the benefit of certain persons or entities, with a Trustee managing the Trust. In many “living trusts” the creator of the Trust (Trustor, Settlor) names himself/herself as the original Trustee who will manage the Trust until his/her death when it is taken over by a successor Trustee.
 

Durable Power(s) of Attorney:

A Durable Power of Attorney allows you to give a family member or friend the right to sign documents on your behalf if you are unable to do so.
 

Advanced Health Care Directive (“Living Will”):

An Advance Health Care Directive lets you give instructions about your future health care. It also lets you name someone to make decisions for you if you are unable to make your own decisions.
 

Please call me to design your estate plan.