Wills & Trusts

We prepare revocable “living” trusts so that your home and other assets can be administered and distributed upon your death without the need for court involvement (probate).

Living trusts also allow your “Successor Trustee” to manage your trust assets for your benefit if you become unable to do so.

We also prepare wills, including “pourover wills” which you sign when you sign your trust, and stand alone wills for those who do not need or want to sign a trust

Nominations of Guardian

We prepare nominations of guardian in which parents of minor children can name the person or persons they wish to take care of their children in the event of their deaths or inability to act.

Advanced Health Care Directive

An Advance Health Care Directive (previously known as a durable power of attorney for healthcare) is a written document in which you appoint one or more agents to make health care decisions for you if you can’t.

The Advanced Health Care Directive contains instructions and wishes concerning health care as well as the disposition of your remains on death.

Many clients do not wish heroic efforts used to keep them alive if there is no hope of recovery; this is the primary document for stating that wish.

The Advanced Health Care Directive was previously known as a Durable Power of Attorney For Health Care, and also referred to as "AHCD"

Special Needs Trusts

We prepare “special needs trusts” to help provide for your children with disabilities while also protecting their entitlement to public benefits.

Durable Power of Attorney for Asset Management

We prepare powers of attorney in which you can appoint one or more attorney(s)-in-fact to manage your assets for your benefit if you become incapacitated.

Such powers of attorney can allow your attorney-in-fact to act for you immediately, or only if you become incapacitated (“springing power of attorney”).

Medi-Cal Planning

We prepare supplemental powers of attorneys to help qualify you for Medi-Cal if the need arises, and to help protect your estate from Medi-Cal recovery after your death.

Find out how we can help you plan for your future!

Call, or email us to get started!