Planning Services
Estate Planning
Estate Planning
Estate Planning is the process of making preemptive arrangements for the management of a person’s or family’s estate during life as well as its disposition on death through trusts, wills, health care and financial directives and other planning documents. Estate planning is recommended to all individuals as it provides peace-of-mind and a straightforward plan to give to loved ones charged with the handling of a person’s affairs upon one’s incapacity or death.
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Need help with Estate Planning? Schedule a Consult
Estate Planning
Conservatorships
A Conservatorship is a proceeding initiated and supervised through the court whereby a person appointed by the court, after a vetting process, assumes responsibility for the financial and/or personal interests of another.
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Need help with a conservatorship matter? Schedule a Consult
Estate Planning
Prenuptial Agreements
A Prenuptial Agreement (or "prenup") is a contract created between two individuals prior to marriage that establishes the financial and property rights of both parties in the event of a legal separation or divorce.
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Need help creating or reviewing a prenuptial agreement? Schedule a Consult
Administrative Services
Trust Administration
If and when an individual needs to act as trustee of a trust, there are a number of tasks assigned to the trustee that can be difficult to navigate. The trustee is in charge of administering the trust estate for the best interest of the trust beneficiaries and has a fiduciary duty of care and loyalty to all the beneficiaries. Duties include locating and liquidating trust assets, paying off creditors and distributing assets to the beneficiaries per the terms of the trust. All of these actions require strict adherence to California law in order to avoid potential liability for the trustee. The process can be challenging, but can be made much simpler with professional legal assistance.
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Need help with trust administration? Schedule a Consult
Probate
When a loved one passes away, probate is the process by which the court oversees the transfer of assets and liabilities of a decedent to his or her heirs. Even if a person has executed a will, a probate still needs to be opened in the county the decedent resided in or owns real property in. The court appoints a personal representative to administer the estate and the process includes many formal steps which must be taken under California law. The process typically takes at least nine to twelve months to complete but can sometimes take much longer if there are complications or litigation involved.
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Need help with the probate process? Schedule a Consult
Uncontested Divorce
Getting a divorce is not just a one step process even if both parties already have an agreement. A number of steps must be completed before a judge will sign off on a final divorce decree. In an uncontested divorce, the parties should reach an agreement or settlement of all issues including child custody and visitation, child support, spousal support, property division, etc... While less complex than a contested divorce, there are still many steps taken in an uncontested divorce which can be much simpler to navigate with professional legal assistance.
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