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Probate:
When a person dies with or without a Will, and their assets
exceed $100,000, a formal Probate Administration is required.
Whether you are involved with a small uncomplicated and straightforward
estate, or an involved, complex estate, our firm has the knowledge
and experience to guide you through the Probate process efficiently
and painlessly. Our office has represented hundreds of executors
and administrators in administering estates, as well as representing
devisees, creditors, and other interested family members involved
in the probate process. The legal fee for a probate administration
is based on the value of the estate and can be very accurately
estimated for you on your first visit. Our office provides a
free consultation for estate administrations.
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Will
Contests/Probate and Trust Litigation: Are you
a beneficiary of a Will or a Trust? Do you believe you may not
be receiving the share of an estate to which you are entitled
because of outside influence? Is someone administering an estate
in an unfair manner at your expense? Our firm has represented
beneficiaries, successor trustees, creditors and disinherited
family members to resolve similar issues and achieve favorable
results. Our philosophy is to start with the least litigious
path, such as informal mediation, to achieve an acceptable result,
slowly increasing the intensity to include hard-nosed litigation
all the way through Trial, if doing it the "easy way"
doesn't work.
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Wills/Trusts
and Estate Planning: Do you have a Will or Living
Trust? Are you concerned about what will happen to your estate
after you pass away? Who will raise your kids? Who will raise
your kids? We have assisted thousands of clients in establishing
a plan to provide for the orderly transfer of assets on death.
Proper planning for the benefit of your loved ones, brings "peace
of mind." From the complex Trust to the simple Will, we
can answer all of your questions, address your concerns and
recommend the best possible estate plan for your particular
needs. All of our estate planning packages include: Revocable
Trusts, Durable Powers of Attorney for Property Management,
Advanced Health Care Directives, pour over Wills, HIPAA waivers,
Community Property Agreements (if desired) and many more documents
to establish and implement your particular estate plan. Our
flat rates for Trust packages include all copying costs, notary
services and the preparation and filing of one piece of California
real property. We can provide price quotes for estate planning
packages over the phone.
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Guardianship/Conservatorship:
If a catastrophic injury to a loved one, or the onset of dementia
has caused the need to take control of his or her finances or
health care decision making, a Conservatorship may be necessary.
Our office is very experienced in assisting clients through
the formal and procedure-intensive conservatorship Court process.
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Trust
Administration: Has a loved one died leaving a
Trust to be administered? Are you a successor trustee or a beneficiary
who has questions regarding what needs to be done to distribute
Trust assets on death? Our office has assisted surviving spouses
and successor trustees in the administration of all types of
trusts, from the most complex to the simple trust administration.
We also represent beneficiaries concerning their beneficial
interest in a Trust. We can quote you a flat fee for all administration
services.
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