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:
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.
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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