ESTATE PLANNING WITH WILLS & TRUSTS
Not just for the rich and famous – comprehensive estate planning protects you, your family, and your assets after your incapacity or death, and can keep your heirs and beneficiaries out of court. A well-thought-out estate plan ensures that your own instructions for your medical care, personal and business affairs, guardianship of minor children, and management and distribution of your assets will be carried out according to your wishes, and not left to the State of California or for others to decide.
Wills and Trusts are the foundation of every estate plan. These are often supplemented with additional formal documents that round out your plan, including a Powers of Attorney, Health Care Directive (which combines a Living Will with a Health Care Proxy or Power of Attorney), a Nomination of Guardian for your minor children, a Children's Trust (or sub-trust), or maybe a Special Needs or Charitable Trust. Your plan may include burial and disposition instructions, and can include even more specialized instructions beyond all of these.
If you're ready to get started, click HERE. We strive to make the process simple and convenient for you. We'll take the time to listen and learn about your family and situation, your needs and your wishes. We'll explain the various options available to you, and guide you through the process of choosing and building your plan. If you're not quite ready, please browse our site and all of the information it contains. You can click the subjects in the sidebar to the right (in your computer browser) or down below (on your phone or smart device) to learn more.
WE'RE READY TO HELP
California Will & Trust is here and prepared to assist you when you need us. We'll help you take control of your future and put together that Will or Living Trust estate plan you've been meaning to create. We'll stand by your side and guide you through the Probate process or administering a trust if your loved one or friend has passed away. And we'll help you face the challenges of a family law matter. You can either get started online using the links on this website, or you can call us at (707) 207-4500 or (925) 465-2500.