Serving all of California with offices in Irvine, Aliso Viejo and Fresno. Call us! Wills Trusts and Estate Administration
Serving all of California with offices in Irvine, Aliso Viejo and Fresno. Call us! Wills Trusts and Estate Administration
CA Wills and Trusts provides comprehensive estate planning solutions tailored to meet the needs of Californians with estates of any size. Our expert services include drafting wills, creating trusts, power of attorney documents, health care directives, living wills, and trust certification. We ensure that your assets are safeguarded, and your final wishes are honored with clarity and precision.
A well-planned estate with all necessary ancillary documents is essential for ensuring your assets are distributed as intended, unnecessary conservatorship, avoiding probate, reducing taxes, and preventing disputes. Key documents like a certification of trust, declaration of trust, durable power of attorney, advance healthcare directive, pour-over will, and HIPAA release work together to protect you in cases of incapacity and guarantee the seamless transfer of assets to beneficiaries. Proper funding of the trust is crucial to ensure the estate plan is fully effective, minimizing legal complications and safeguarding your estate for your loved ones. Wills Trusts and Probate.
An improperly planned estate can lead to severe consequences both during your lifetime and after your death. Without a valid estate plan, your assets may be distributed against your wishes, triggering lengthy probate, higher taxes, and potential family disputes. During your lifetime, the lack of a proper power of attorney or healthcare directive can force your loved ones into a costly and burdensome conservatorship process if you become incapacitated. These issues often only become apparent when it’s too late to fix them, making it crucial to ensure that your estate plan is comprehensive and correctly executed to avoid these risks and ensure your wishes are fulfilled.
Some services may qualify for low income discounts and others might incur additional fees based on the needs of the estate. Please schedule your free personal consultation for wills and estates individualized pricing.
Estates moderate in value, generally including a primary residence, retirement accounts and personal bank accounts. Distribution at passing is by right of representation, California Probate Code § 240.
Unmarried trust for one person, homeowner. Includes preparation of deed to fund primary residence to your newly established trust. Includes recording fees.
Legally married and/or register domestic partners, homeowners. Includes preparation of deed to fund primary residence to your newly established trust. Includes recording fees.
Estates moderate in value, generally including a primary residence and a rental property, retirement account and personal bank accounts. Distribution at passing is by right of representation, California Probate Code § 240.
Unmarried trust for one person, homeowner. Includes preparation of deed to fund primary residence and additional California property to your newly established trust. Includes recording fees and $75 Building Homes and Jobs Act (SB 2) fees.
Legally married and/or register domestic partners, homeowners. Includes preparation of deed to fund primary residence to your newly established trust. Includes recording fees. Includes recording fees and $75 Building Homes and Jobs Act (SB 2) fees.
Non-per stirpes distribution. (Typically refers to a method of distributing an estate that is based on a per capita.)
Estates moderate in value, generally do not include real property. Distribution at passing is by right of representation, California Probate Code § 240.
Unmarried will, general durable power of attorney, California HIPAA release, healthcare directive, living will for one person.
All fees are based on a flat fee basis. All services require 50% at commencement and final payment of 50% on delivery.
We love our customers, so feel free to give us a call.
2070 Business Center Drive, Ste 140, Irvine, California 92612, United States
Today | Closed |
Closed all major holidays.
We love our customers, so feel free to give us a call.
65 Enterprise, Ste 400, Aliso Viejo, California 92656, United States
Today | Closed |
Closed all major holidays.
We love our customers, so feel free to give us a call.
7171 North Millbrook Avenue, Fresno, California 93720, United States
Today | Closed |
Closed all major holidays.
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