Estate planning in san diego

Estate Planning

Having an Estate Plan will allow your family to avoid Probate upon your death. Probate is
often a long, expensive, and time-consuming process, but with a valid Trust, Probate can
typically be avoided. An Estate Plan guarantees that your assets will be left to whom you
choose, not to those designated by the court. It allows funds to be kept in trust and
managed for your children and grandchildren, and also provides a plan for your incapacity
if you become unable to manage your own affairs.

A complete Estate Plan includes a Revocable Living Trust, Will, Durable Power of
Attorney, Advance Health Care Directive, instructions on how to fund the trust, and other
documents. For our clients who have family members with disabilities, we recommend
establishing a Third Party Special Needs Trust in conjunction with their other estate plan

For more information about our Estate Planning services or to make an appointment to
speak with an attorney, please call our office at (858) 689-0613 or connect with us through
our contact form.

* The information presented on this website is general in nature and does not constitute
legal advice. You should consult an attorney for advice on your specific situation