Use our client-centered, tech-savvy process to achieve your big goal in estate planning
The “How”
What are my steps?
The “What”
What type of plan suits my unique needs? And what do those acronyms mean?
Trust-Based Estate Plan
Most likely your best choice if you own real property, have substantial bank savings (combining spouse’s figure if married), or have inherited a large sum, among other scenarios.
Living Trust
The most popular device to lawfully bypass probate, a post-death (avoidable) court procedure notorious for its high cost, case backlog, and unwanted publicity (of the decedent’s family)
Transfer Deed
A necessary instrument for all homeowners
Pour-Over Will
A safety net to ensure that trust terms rule over all your assets
General Durable Power of Attorney (GDPOA)
Commonly known as Durable Power of Attorney for Finances, GDPOA empowers you to choose who you trust the most to take care of you through managing your finances when you can no longer do so yourself
Advance Health Care Directive (AHCD)
Commonly known as Durable Power of Attorney for Health Care, AHCD allows you to name your trust ones to communicate effectively with healthcare workers about your dos and don’ts in times of stress and emergency. To that end, documents include:
Living Will; and
HIPAA Release (for people you trust to obtain your medical info)
Guardianship Nominations
Designed for families with minor children. If you skip this step and later become incapacitated, the state of California (and a probate judge who doesn’t know you) may make the selection of the legal guardian for your children.
Will-Based Estate Plan
Possibly your best fit if you rent rather than own a real property (And we will talk about what to watch out for regarding your bank accounts of sorts).
Last Will and Testament
General Durable Power of Attorney (GDPOA)
Commonly known as Durable Power of Attorney for Finances, GDPOA empowers you to choose who you trust the most to take care of you through managing your finances when you can no longer do so yourself
Advance Health Care Directive (AHCD)
Commonly known as Durable Power of Attorney for Health Care, AHCD allows you to name your trust ones to communicate effectively with healthcare workers about your dos and don’ts in times of stress and emergency. To that end, documents include:
Living Will; and
HIPAA Release (for people you trust to obtain your medical info)
Guardianship Nominations
Designed for families with minor children. If you skip this step and later become incapacitated, the state of California (and a probate judge who doesn’t know you) may make the selection of the legal guardian for your children.
