Estate Planning

An Estate Plan, with a Living Trust, is the best way to pass your possessions and assets to your loved ones. A well planned estate will not only ensure that your wishes are carried out, it will also account for your needs, preserve the integrity of your estate, and shield your loved ones from the lengthy and complicated probate process.

An estate plan involves the preparation of a number of legal documents, not only trust and will(s), to protect your assets and wishes and to plan for the unthinkable. In order to ensure that your wishes are upheld, it is vital to prepare and file these documents properly—something that is best done with the guidance of an attorney.

Pricing on our estate planning services is based on flat rates for packages, and hourly billing on extensive Medi-Cal Planning, amendments to existing plans, restatements of trust documents, and extensive planning involving coordination with financial planners and other advisers. In our estate planning services, as in all of our practice areas, we strive to ensure transparency and fairness in billing.

Our Process

  1. Meeting & Understanding: We begin the estate planning process by meeting with our clients, to discuss the specifics of their plan and to ensure all questions are answered.
  2. Drafting: Our team will then draft the documents in your plan, provide you with drafts, and assist you in understanding them prior to finalizing anything.
  3. Finalizing: When you are ready to set your plan in motion, we will meet with you to sign the documents, and make sure that deeds are properly recorded and you have proper instruction to secure assets within the estate plan.

The full process typically takes two to four weeks, but depends on each client and situation. Our goal is for every client’s needs to be met, with a full understanding of their documents and the value and peace of mind they provide.

Our estate planning services are extensive, and we are able to prepare a plan to meet the wishes and needs of any client. We offer comprehensive plan packages tailored to fit a variety of needs and amendments to make changes to existing plans. We are also able to prepare extensive plans for tax planning and Medi-Cal Planning.

Estate Planning Documents

Living Trust

A Living Trust is an entity that may take ownership of your property while you are living and protect it after your passing. With a living trust, you can continue to benefit from the assets placed into a trust, and retain control of your assets as trustee(s). When the time comes, your trust will legally own your assets and your successor trustee will take control to execute your wishes; with a living trust your assets will be protected from the probate process.

Wills

A will is one of the most standard and well known of all estate planning tools, and as part of a full estate plan a will can help ensure that your wishes are met and your assets protected upon your death.

Powers of Attorney

Powers of attorney provide direction for the appointment of a proxy to make important financial and legal decisions for you should you ever become unable to do so yourself, due to physical or mental incapacity. The designation of your wishes for the person or persons who will take responsibility for your financial and legal decisions should you become incapable is a crucial piece of a full estate plan and any responsible plan.

Advance Health Care Directives

An advance health care directive is similar to the designation of power of attorney, but for medical purposes; it provides a way for you to direct medical care and health-related decisions should you become incapacitated, and to appoint an agent to make important decisions. This is not only an important way to protect yourself, but also to spare confusion or conflict among your family members should something tragic and unexpected take place.

Amendments

Amendments and Restatements make changes, minor and major, to your trust to reflect your wishes and any other changes which may be necessary. We can help you to rest assured that your written plan for your future and your estate accurately reflects your intentions. While pricing on whole packages is at a flat rate, amendments and restatements are typically billed hourly, but we always make sure our pricing is transparent and fair.

Personalized Legal Service
Estate Planning with BLG
2016-10-26T23:32:14+00:00
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Deciding to Set up an Estate Plan
Setting Up Estate Plan (Process)
Shane & Nancy Clients Review of Estate Plan
2016-10-20T23:25:32+00:00
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Contact Us for a Consultation

It is never too early to make your final wishes known and to protect your assets for your posterity. We are able to help no matter what your assets and estate look like. Our team of supportive, compassionate legal professionals will speak with you about the things and the people who matter most to you, and help you prepare a plan that will address all contingencies. We can provide you with true peace of mind, and also work with you to keep your estate plan revised and updated as your family grows, your physical assets change, or your wishes become adjusted.

Estate planning is not just about money, wealth, or physical assets: It is about caring for the people who matter most to you, even after you are gone; and, it is about leaving a legacy of which you can be proud. Our team is passionate about these matters, and always available to help you with your estate planning needs. Contact The Boutique Law Group today to learn more.

Contact Us