Valencia Estate Planning Serving the Santa Clarita Valley
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Proper estate planning is critical. Let us prepare your Will, Revocable Trust, and Power of Attorney.
Receive a free, no-obligation consultation today by filling out the form on the left side of this page, or by calling (877) 875-6958.
We handle estate planning in the following areas: Santa Clarita, Valencia, Newhall, Canyon Country, Saugus, Castaic, the Santa Clarita Valley, the San Fernando Valley, Los Angeles, and the San Gabriel Valley.
Valencia Estate Planning - Acquire peace of mind!
Through our Valencia estate planning services, you can determine:
- How and by whom your assets will be managed for your benefit during your lifetime if you ever become unable to manage them yourself.
- When and under what circumstances it makes sense to distribute your assets during your lifetime.
- How and to whom your assets will be distributed after your death.
- How and by whom your personal care will be managed and how health care decisions will be made during your lifetime if you become unable to care for yourself.
Please note: We do NOT handle probate matters or trust administration / litigitation.
Proper Valencia and Santa Clarita estate planning is much more than simply creating a Will. It is a system designed to assist and protect you and your assets during and after your lifetime. Everyone can benefit from Valencia estate planning, regardless of the size of your estate. If your estate is small, you may want to focus on who will receive your assets after your death and who should manage your estate. If your estate is large, you can preserve your assets and reduce the amount of taxes that are paid.
Regardless of your estate size, if you fail to act now to create a proper Valencia estate plan, then a default set of laws called "intestate succession" will apply after your death and your assets will be distributed to your heirs if you have any, otherwise the state of California will receive your assets.
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A typical Valencia estate planning packing will include some or all of the following:
- A Will
- A Living Revocable Trust
- A Power of Attorney for Healthcare
- A Power of Attorney for Asset Management
- Supporting letters and documents for the above
Proper estate planning makes a huge difference in terms of probate avoidance, taxes, asset management, and caring for your minor children.
It is important to discuss with your lawyer on what Valencia estate planning documents you decide to create, how you determine to hold title to your assets (as separate property, joint tenancy, community property, etc.), and how you decide to distribute and manage your assets during and after your lifetime.
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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 Valencia 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 proper estate planning.