I work closely with my clients to design and implement a comprehensive estate plan that accomplishes their goals and objectives. Even if you have a modest estate, your a will or trust is your last opportunity to communicate with your loved ones and without a will, California law may direct who gets your property. We offer a variety of services, including:
The typical estate plan for a modest estate includes a trust, will, health care directive and power of attorney. I also handle the transfer and designation of your varying assets into the trust, whether through deed, assignment, or transfer.
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