Services

 

Estate Planning

Estate planning is the process of establishing a plan for the management and distribution of your assets upon your death, as well as a plan for the handling of health care and finance decisions when you are unable to handle them yourself.

Important benefits of estate planning:

  • Providing for your minor children
  • Avoidance of probate costs and lengthy delays
  • Substantial tax savings

Non-monetary benefits are peace of mind knowing that you are prepared should you be hospitalized or incapacitated, as well as promotion of harmony among the family members through open communication. We create a personalized and comprehensive estate plan tailored to your unique needs.

Probate

Probate is a court process wherein the decedent’s assets are distributed according to the terms of the will or the California Probate Code. We assist clients in administering the decedent’s estate and probate proceedings. Activities include organizing financial and personal affairs of the estate, accounting for the assets of the estate, transferring the assets to beneficiaries, and probate court filings.

Trust Administration

After a person with a revocable living trust passes away, steps must be taken to carry out the terms of the trust. This process typically involves working with the successor trustee to identify the assets that are held in the trust, marshaling the assets, and distributing the assets to the intended beneficiaries and/or to trusts for their benefit. We assist clients with the trust administration for both short and long term duration.