ESTATE LAW

Estate Law Consulting: 

Customized legal documentation to protect your interests and ensure your estate is handled according to your wishes.

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• Conservatorships – A legal process where the court appoints an individual (the conservator) to manage the personal and/or financial affairs of someone who is unable to do so themselves due to incapacity. This provides legal authority to make critical decisions for the conservatee’s wellbeing and protection.

• Healthcare Directive Preparation – Drafting advance healthcare directives to outline your medical treatment preferences and appoint a healthcare agent.

• Heggstad Petitions – Legal petitions used to transfer assets into a trust when they were not properly titled before the owner’s passing, helping to bypass probate.

• Inheritance Dispute Assistance – Document preparation services to help rightful heirs reclaim inheritance funds that may be wrongfully withheld, ensuring transparency and fair distribution of estate assets.

• Living Trust Creation – Establishing revocable or irrevocable trusts to help manage and distribute assets while avoiding probate, including preparation of a revocable living trust, certification of trust, pour-over will, durable power of attorney, healthcare directive, and an optional pet agreement.

• Pet Agreement Drafting – Creating legally binding agreements to ensure the care, ownership, and financial support of pets in the event of incapacity or death.

• Power of Attorney Documentation – Preparing legal documents that grant someone authority to make financial or legal decisions on your behalf.

• Special Needs Trusts – Specialized trusts designed to provide for a person with disabilities without disqualifying them from government benefits like SSI or Medi-Cal. These trusts help safeguard assets for long-term care while maintaining eligibility for essential public assistance programs.

• Wills Preparation – Drafting legally binding wills that outline how your assets will be distributed and who will manage your estate after your passing.