If you've recently married, divorced, had a child, inherited money, purchased a home, or experienced another major life change, now is the perfect time to create or revisit your will to make sure it reflects your current circumstances. Planning and providing for you and for your family's future in the event of your death is one of the most important actions you can take in your lifetime.
Without this plan, your assets may not be distributed according to your wishes. While not always an easy task, a qualified estate planning attorney can help guide you through the process. I find that estate planning is very rewarding. It is a pleasure to meet with new clients, learn about their families, and help them put together a plan that accomplishes all of their goals and desires.
Without this plan, your assets may not be distributed according to your wishes. While not always an easy task, a qualified estate planning attorney can help guide you through the process. I find that estate planning is very rewarding. It is a pleasure to meet with new clients, learn about their families, and help them put together a plan that accomplishes all of their goals and desires.
Services
About
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My practice specializes in various areas of estate planning law, including wills, trusts, probate, powers of attorney, special needs trust, and trust administration. I have extensive experience with estate planning and am committed to providing quality and dependable service to my clients by helping them and their families prepare for and feel secure during times of difficulty.
Faq
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A "Trust Package" consists of a Living Trust, Pour Over Will, General Durable Power of Attorney, Advance Health Care Directive, HIPAA release, Certification of Trust, Funding Instructions, drafting and recording of one Deed to transfer real property into the trust and few other miscellaneous instructional documents.
Trust Worksheet
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Simply contact my office for a free consultation at (916) 485-2593. Please fill it out as best you can. However, you may not be prepared to answer all of the questions in the worksheet. This is perfectly fine because we will go over the worksheet in greater detail at the consultation. In addition to our FAQ page, I have included some addition information below that may help to answer questions that you have.
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