FAQ

  1. Do I need a a Will, Trust, or Estate Plan?

    There are a variety of legal documents that you can use to determine what happens to your estate when you die or become incapacitated. Some may prevent a probate proceedings, and some may save inheritance taxes. But, each person’s goals are different. The type of document that we would recommend for you is something we can only determine after we have had a chance to discuss your own individual situation with you.

  2. What would happen if I die without an Estate Plan?

    This is an easy question to ask, but a hard one to answer without knowing more. The answer depends on the value of your estate, how you are holding the title to your assets, whether you are married, whether you have children, and other factors. We prefer to do an initial consultation before making any recommendations for our clients for just this reason.

  3. Does a trust prevent probate?

    In general yes, however, if a dispute arises over the trust it will most likely be tried in the Probate Department of the Superior Court. There is no guarantee that a trust will save money if litigation occurs.

  4. How much do you charge?

    We are competitively priced, but prefer to quote a price after we know exactly what you need.
    Since we also do litigation, we know that well written documents can save money later, so if you are simply shopping for the lowest priced estate plan, you may ultimately end up spending more.

Links

For pamphlets from the California State Bar, use the links below, or stop by our office.

It's Your Will, Have it Your Way

My experience as a Probate Examiner and my years as a Probate Attorney, have convinced me that an experienced litigator is the best person to write your estate documents.  Only someone who has defended estate plans in court truly knows the value of a well written estate plan.