Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes.
WHAT’S IN A CALIFORNIA ESTATE PLAN, AND WHY DO I NEED ONE?
Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes.
Creating a comprehensive estate plan in California, including a living trust, powers of attorney, and other essential documents, is crucial for protecting assets and ensuring desired outcomes for individuals and their families.
📚 Core estate planning documents include a living trust, powers of attorney, living will, and other specialized documents.
📚 Without proper planning, families may have to go through expensive and stressful probate court proceedings.
📚 Incapacity without a plan can cause issues with healthcare decisions and financial management.
📚 Adults need to create estate plans while alive and competent.
📚 Knowledgeable California estate planning lawyers consider state laws, taxes, and family situations.
📚 Components of estate plans address property distribution wishes, healthcare preferences, minor children, etc.
📚 Consultation services like All In One Document Preparer provide personalized guidance on estate plans and trust administration.
📚 Proper planning protects generational wealth and ensures clients’ wishes are effectively carried out.
Working with All in One Document Preparer: The Process
Most of our clients tell us that the process was easier than they thought it would be, and that’s always our goal. We have dedicated teams for each practice area, so that not only are we constantly increasing our expertise, but we also create one-on-one relationships with our clients.
Most of our services begin with a meeting in our offices to review the process, responsibilities and costs. Our team is available throughout the process for questions and support. We prepare the legal documents, and where necessary, we notarize and file the documents with the Superior Court or the County Recorder’s office.
Best of all, we charge one flat fee for each of our services. Sometimes we’ll ask you to reimburse us for an advanced expense like a FedEx overnight charge, but there are no add-on charges for copying, phone calls or miscellaneous expenses. No surprises.