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Wills

There are many advantages to using our firm as opposed to buying a commercially available "do-it-yourself" will or buying a form online that you fill out yourself. There are many subtleties when drafting wills that must be taken into consideration. If you draft your own will, you always have the question in the back of your mind whether or not it will be valid. By using our firm, you can have the peace of mind knowing a licensed attorney prepared your will.

The way it works is simple -- You contact us using the "Contact Us" form. We will supply you with a Will Questionnaire for you to complete and send back to us so that we can prepare your will for you. We will also send you an agreement that you must sign and return to us authorizing us to do the work for you and to act as your attorney in drafting your will. This agreement sets forth the terms of our representation of you in the preparation of your will. Drafting your will for you which normally takes one to two weeks.  During that time, you will submit payment by check or credit card.  Once we complete your will and receive payment, we will mail your will to you certified with return receipt.  Upon request, we can also email a copy of your will with instructions on how to sign it.

In sum, these are the steps to have us prepare your will for you:

Step 1.  Contact us and request our California Will service.

Step 2. We will email, fax, or mail a "Will Questionnaire" form to you.  You will need to fill this out as accurately as possible.

Step 3. We will also send you a standard agreement authorizing us to draft your will.

Step 4. You will complete and send back the Will Questionnaire and the signed agreement.

Step 5.  We will work to prepare your California will for you.  Standard turnaround times are 1 to 2 weeks from the time we receive your completed Will Questionnaire.

Step 6.  While we create your will, you should send us your payment.

Step 7.  Once your will is ready, and provided that we have received payment, we will mail your completed will to you along with instructions on how to sign it.  Upon request, we will email your will to you.

Living Trust

Let us create a living trust for you.  A living trust is a good way to avoid probate and gives you as the settlor and the trustee the ability to manage and control how your assets are used and distributed.  Oftentimes, individuals will create both a will and a living trust.  So long as the trust is "revocable," you can amend, cancel, or change the trust at any time.  A trust is a highly flexible and customizable document.

Overview

This practice area is focused on the individual and the family. Proper estate planning is crucial and needs to be an integral part of everyone's life. You should be the one to decide how your estate will be distributed. Without proper estate planning, your assets could go to people whom you do not want them to go to, or, in some cases, they could go to the state. Protect yourself, your family, and your loved ones by planning and setting up a proper estate plan. Proper planning now will provide you with ease of mind and will ensure your estate will be distributed according to your wishes.

Everyone should have a will, even those with little assets. A simple will is inexpensive to create and will provide you with peace of mind knowing that when you die, your assets will be distributed exactly as you want them to be. Do you want your assets to go to family? To friends? To an organization? Creating a will will define what happens to your assets after you die.

If you die without a will, you will die "intestate" and your estate will be distributed according to the laws of intestate succession. Your estate will then be distributed according to a default standard known as intestacy. These rules can get tricky and the people who you really want your assets to go to might not get anything. This is why it is crucial for everyone to have a will.

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