What is Estate Planning?

Before you actually start to prepare your Estate Planning Documents, you need to learn about the different documents involved and how each document fits in with your overall estate goals.

California Estate Planning is the process of considering the following:

How to avoid probate

How your assets will be managed for your benefit if you are unable to do so

When certain assets will be transferred to others, either during your lifetime, at your death, or sometime after your death

Who will receive your assets

It is recommended to have an estate plan if:

You are the parent of a minor or a disabled child

You have property that you care about

You care about your health care treatment and financial decisions

There are several estate planning documents used to protect your estate, those include, but are not limited to:

Revocable Living Trust

Last Will and Testament

Certification of Trust

Durable Power of Attorney

Advance Health Directive

HIPPA Waiver

Final disposition Instructions

Our Estate Planning Services

Our estate planning package is tailored to each individual’s needs & includes the following services:

In-home visits in Spanish, English and/or Catalan

Preparation of preliminary draft of estate planning documents for review

Execution of In-home final meeting with witnessing and notarization completed all at once

Recording of deeds with the County where property is located

Beautiful leather binder with a table of contents and labels for better organization

Weekends and evening visits

Emergency document preparation services available for same-day signing

CONTACT US

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Get help with your California legal documents now.

DISCLAIMER: The 258 is a Registered Legal Document Assistant’s Office. We are not attorneys and cannot select legal forms. The information presented on our web site is general, factual, published information obtained from court provided self-help legal public publications, legal statutes or other sources believed to be accurate and reliable. This information should not be considered legal advice, as it is general in nature. It is always recommended to seek legal advise from an attorney before filing legal proceedings. Many attorneys offer free consultations.

The 258 Professional Services, Inc. Reg. LDA #164 & 190, San Diego County