California Estate Planning and Protection

The Best California Estate Planning keeps you and your loved ones out of court and out of conflict

First, congratulations on even looking at this California Estate Planning page. Many of us don’t want to think about this stuff because we don’t want to face our mortality and/or we don’t think we have enough assets to actually qualify as an “estate” (that’s part of why I prefer to think of it as “Legal Life Planning & Protection”).

Legal Life Planning & Protection means thinking through the tough questions, making the tough decisions, and getting all the legal documents in order so that your wishes are carried out in the event of your temporary or permanent incapacity and also after your death.

Ask yourself these questions:

  1. Who do I trust to make healthcare (and even life and death) decisions for me? Is that who the State of California would choose for me?
  2. Who do I trust to handle my financial affairs if I’m unable to do so?
  3. If I died right now, what would happen to my home, my possessions, and other assets? Who would take care of wrapping up my financial affairs? Who would “get my stuff?” Would there be conflict between family members? Would those closest to me, but not legally related, be left out in the cold?
  4. If I died today, would my loved ones have the time and money to go through a lengthy court process (i.e., probate) before they could even touch any of my assets (typically well over one year in California)?
  5. And if you have children and something happened to you in this very instant, ask: What would happen to my children? Who would take care of them right now and in the future? Would they be provided for? Would they be raised the way I/we want them to be?
  6. I have a will. Isn’t that all I need to take care of me and my family? (maybe, but probably not)
  7. I did my Estate Planning a few years ago. Aren’t I set? (maybe, life and the law changes, so let's make sure)

The State of California has a default plan for you and has its own answers to these (and more) questions about your possible incapacity and your death. If you don’t have all the legal documents properly drafted and in place to address your specific life circumstances, these decisions will be taken out of your hands.

Again, I know that these issues, especially our own mortality are difficult to contemplate.

I would be honored to serve as your counselor-at-law and California Estate Planning attorney. Together, we can address these issues and help you protect yourself and your loved ones by making the best decisions and getting the right plan in place for your specific circumstances. Note: if you're outside of the San Francisco Bay Area, we can still work together; contact me for details.

Planning your estate

Book Your Appointment Today

To better serve you, all consultations are by appointment only. Call me directly at (510) 495-0445 to set up your Legal Life Planning and Protection Session, or use my Contact page to get in touch with me.

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