The law states that all people have the right to say what happens to their property. Estate planning is a way to give these rights a concrete legal impact. For many people, estate planning will involve drafting a will that declares their wishes for after their death. For others, it can include creating a trust to transfer property at a date in the future. The trust and estates process can also make provisions for the future of a company or contemplate a future illness or injury.

Whatever your goals and wishes are, a Tustin estate planning lawyer may be able to help. Our experienced team of legal professionals could work with you to explain the purpose of estate planning, listen to your needs, and draft the documents that will have the intended legal effect.

What Are the Benefits of Creating an Estate Plan?

For many people, estate planning can be as simple as having an up-to-date will that determines what will happen to their property after they die. The need to create an estate plan becomes far more essential when a person buys real estate, starts a business, or has children.

If a person dies and does not have a will, the probate court will apply the state’s intestacy statute. According to California Probate Code §6401 & 6402, in these situations, the probate court will automatically distribute a decedent’s estate between a surviving spouse and any children. The purpose of having a will is to override this statute and dictate who may receive which assets.

An estate plan can also provide benefits for the immediate future. Placing property in a trust can ensure its proper distribution at any time in the future. A Tustin estate planning attorney could help someone create a plan that provides greater control over the future.

Working with People to Identify Their Estate Planning Goals

In general, an estate plan functions as a way to retain control over certain assets. Yet, every estate plan is unique. As a result, the first way in which a lawyer in Tustin could help with the estate planning process is by identifying the property that may be included in these plans.

Every estate plan should contemplate what will happen to every asset. As a result, the first step is often identifying and locating this property, especially when people have non-liquid assets such as life insurance policies or pensions. It is also vital to ensure that an estate plan receives proper administration. This can involve nominating a competent executor to serve as a personal representative during probate or naming a trustee to oversee the proper distribution of assets. A trust and estates attorney could help parties to properly select these individuals or organizations.

Finally, an estate planning lawyer could explain the laws that govern these documents and ensure that they meet the required regulations. This may include obtaining the proper signatures and notary seals.

Contact a Tustin Estate Planning Attorney Today

Having a proper estate plan is part of preparing for the inevitable. A Tustin estate planning lawyer is ready to assist with this process. Our trusted team could identify your goals, locate all assets, suggest effective legal documents, and draft these plans so they meet legal regulations and your goals. Reach out to our trust and estates attorneys today to schedule an initial consultation.

Client Review

Title: Very Competent and Professional
N/A Amity Law Group, LLP 800 S Barranca Ave ,260 Covina CA 91723 Phone:
Description: Amity Law Group is a small law firm of relatively young lawyers who provide very competent professional legal services at reasonable prices. After interviewing three other law firms I found Amity to be a breath of fresh air. I could tell immediately that they had dealt with cases similar to mine in the past and that they knew the best way to proceed in order to obtain a successful outcome. Their no nonsense confident demeanor led me to immediately initiate a retainer agreement with them and at that very first meeting turn over all the documents I had gathered over the past year in support of my case. The case, in very short order, was successfully ajudicated in court leaving me with a great sense of relief. There are some legal matters that don't require professisonal legal representation. There are others that can only be handled successfully by an licensed professional lawyer like Cindy Nguyen of Amity Law Group. I am so glad after my long search that I found Cindy and entrusted my case to her.

Rating: ★★★★★

5 / 5 stars
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Amity Law Group, LLP

Amity Law Group, LLP