Orange County Estate Planning Lawyer

    Creating plans for the future is a comprehensive process. It includes measuring one’s assets, determining what you want to happen to those possessions, selecting your beneficiaries, and creating the correct legal documents. With the state’s strict rules and the confusing legal processes involved in presenting these documents to the court, it is understandable to feel a little overwhelmed. Fortunately, an Orange County Estate Planning Lawyer could help you. One of our dedicated trust and estates attorneys could take the lead to identify your goals, explain your options, and draft the necessary documents that form your estate plan.

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    Orange County <span>Estate Planning</span> Lawyer

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    Documents within Estate Planning

    Once an individual identifies their goals and beneficiaries, they can begin creating the documents that form an estate plan. For most people, this will include crafting a will. A will functions only after a person’s death to inform the probate court about the decedent’s wishes. Ensuring that a will contains the proper components under California Probate Code § 6110 is one way in which a lawyer could help.

    Modern future planning involves far more than having a will. It is also possible to transfer property to others through a trust. Unlike a will, a trust can go into effect at any time in the future. Additionally, forming a trust could bring significant tax benefits or allow for the care of a child or person with limited capacity.

    Estate planning could also involve a business succession plan. For company owners or those with substantial stock holdings, these plans could arrange for a transfer to an heir, instruct a board of directors, or mandate the sale of a company. An Orange County attorney could help someone determine what to include in their estate plan.

    Contact an Orange County County Estate Planning Attorney Today

    A comprehensive estate plan should leave no doubt as to your wishes for the future. This includes what will happen after your death but may also involve your company’s future as well as provide for the care of loved ones in the coming years. Forming a proper estate plan requires preparation. From day one, an Orange County Estate Planning Lawyer could identify your needs, locate your assets, explain your options, and draft the documents necessary to meet your goals. Reach out to a trust and estates attorney today to learn more.

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    Los Angeles Offices
    Covina Office

    800 S Barranca Ave #260,

    Covina, CA 91723

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    Rosemead Office

    3733 Rosemead Blvd., Ste. 201
    Rosemead, CA 91770

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    (626) 307-2800
    (By Appointment Only)
    Diamond Bar Office

    1930 S. Brea Canyon Rd. #120
    Diamond Bar,  CA 91765

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    (626) 307-2800
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    Orange County Office
    Tustin Office

    511 E 1st St., Suite H
    Tustin,  CA 92780

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    (626) 307-2800
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    Amity Law Group, LLP

    Amity Law Group, LLP