Estate planning is a must if you want the peace of mind of having your estate properly managed and distributed if you die or become incapacitated. An estate plan will be useless, however, if it isn’t done properly. The best way to ensure the validity and efficacy of your estate plan in Rancho Santa Fe is by hiring an experienced lawyer.
The San Diego estate planning attorneys at Avant Law Corporation have everything you need to effectively orchestrate the future of your life, business, asset base, and beneficiaries. We will help you protect your legacy and loved ones.
Contact us today for a free initial estate planning consultation – either remotely or at our conveniently located law office in La Jolla.
What Makes Avant Law Corporation Unique
- We have extensive experience as estate planning lawyers in California. Our team brings together over 200 years of combined legal experience. We have helped thousands of individuals craft personalized estate plans.
- Our estate planning attorneys in Rancho Santa Fe always pay impeccable attention to detail. When your legacy is on the line, every detail matters. We won’t miss any opportunities to meet and exceed your needs.
- We care about our clients. We take the time to get to know our clients and foster long-term relationships with them. If you can’t come to us for a free consultation, we will visit you anywhere at your convenience.
The Importance of Hiring a Rancho Santa Fe Estate Planning Lawyer for Your Estate Planning Journey
You deserve to be the one who decides the fate of all of your hard-earned assets. Your home, vehicles, properties, businesses, savings, collectibles, insurance plans – all of this should be within your control to sell, buy, or bestow on others. If you pass away or become incapacitated, however, your wishes may not be fulfilled if you don’t have a legally valid estate plan in place.
Hiring an estate planning lawyer in Rancho Santa Fe is the number one way to ensure that your desires are respected and upheld when you are no longer here to lend your voice. The right attorney will craft a reliable estate plan that navigates California’s myriad laws and legal requirements while also achieving your personal goals for the future of your estate.
What Is Estate Planning?
Estate planning refers to the preparation of documents and tasks that can serve to manage an individual’s assets in the event of physical or mental incapacitation or death. An estate plan consists of multiple legal documents that determine how an estate will be administered, as well as how an individual’s health care will be handled if incapacitated.
In general, an estate plan can include:
- Will
- Beneficiary designation
- Guardianship designation of minors
- Revocable or irrevocable living trusts
- Other types of trusts
- Power of attorney (POA)
- Advance health care directive
- HIPAA authorization
- Property deeds
Having an estate plan means much more than just creating a will. It is a package of multiple legal documents that cover every aspect of your future for total peace of mind. Most estate plans in California are set up with the help of an attorney experienced in estate law.
What to Expect From Estate Planning at Avant Law Corporation
At Avant Law Corporation, we offer comprehensive asset protection planning. Our estate planning services begin with a no-cost initial consultation, where we can discuss your unique goals, the details of your assets, and your family dynamics. Then, we will dive into the details of your plan and recommend specific documents and strategies suited to your individual needs.
We will draft the correct documents with care for your review and approval. You can always contact us to make changes or updates to your estate plan as needed. Our law firm is known for responsiveness – you will have direct communication with your attorney throughout the process. We like getting to know our clients so that we can adjust and optimize our services.
Estate Planning FAQs in Rancho Santa Fe
Do I need an estate plan if I don’t have a lot of assets?
Yes. Estate planning is not just for the ultra-wealthy. Nearly everyone has an “estate,” even if you just have a bank account or a few personal possessions. Anything you own, from furniture to a checking account, makes up your estate. What happens to your estate can be up to you if you are proactive and create a legally valid estate plan ahead of time.
Will an estate plan keep my estate out of probate?
Having an estate plan does not guarantee that your family and estate can completely avoid probate in California. All wills are subject to the probate process under state law.
However, an estate plan can ensure that your estate is managed and dispensed to loved ones according to your wishes rather than the will of the court. If probate is still required, an estate plan can keep it as short and simple as possible.
Can I update my estate plan?
Yes. You can and should update your estate plan regularly. Estate planning is an ongoing process where you continue to check in with your attorney at least every three to five years to make sure it is up to date. If you experience any major life changes, such as the birth of a new child or a change in finances, you should update your estate plan accordingly.
Do I need to hire a lawyer to create an estate plan in Rancho Santa Fe?
While hiring an attorney is optional for estate planning in Rancho Santa Fe, doing so can come with invaluable benefits. Your lawyer will ensure that every letter on every document is correct, giving you peace of mind about the validity of your document far into the future. A lawyer will also know strategies for putting your estate in the best position possible, such as limiting taxes.
Contact Us for a Free Estate Planning Consultation in Rancho Santa Fe
You’ve spent most of your life reaching your goals. Now that you have a legacy you can be proud of, protect it with a comprehensive estate plan. Contact the Rancho Santa Fe estate planning attorneys at Avant Law Corporation to discuss how we can help you build an estate plan you can feel good about now and far into the future.
Call us at (888) 619-2826 or simply contact us online, and we will get back to you within 24 hours.