Estate Planning & Probate

Probate

Probate court addresses the assets of an individual’s estate when they pass away. It is a long and slow process, but can be a necessary one. One of the primary goals of estate planning (wills, trusts, etc.) is to avoid probate. Not only does the creation of such instruments save time for the next generation inheriting such assets, but the costs and attorneys fees associated with probate are better avoided where possible.

However, there are certain situations where probate is unavoidable, and our firm is experienced, well-versed in probate procedures, and dedicating to making the process as smooth and quick as possible for our clients.

Wills / Testament

A will or testament is a legal document by which a person, the testator, expresses his or her wishes as to how his or her property is to be distributed at death, and names one or more persons, the executor, to manage the estate until its final distribution. The Last Will and Testament is undoubtedly the most well-known estate planning tool. In California, a will is a document that you can create to provide instructions on the distribution of your assets and property at the time of your death. When drafted in a legally sound manner and implemented in conjunction with a living trust, this document can provide invaluable assistance to your loved ones when determining your final affairs.

Living Trust

In addition to drafting a will, creating a living trust is another key aspect of a comprehensive estate plan. While a will can determine how you wish to have your estate distributed upon your passing, a living trust simplifies this process and can help your family avoid expensive and complex probate proceedings.