Estate Planning, Wills, and Trusts
Planning for your estate
We assist clients with their estate planning needs including wills, trusts and related documents with a focus on avoiding probate and ensuring that the estate is distributed in accordance with the client’s desires. For those estates where a probate proceeding is required, we assist the heirs and estate representatives is ensuring that the estate administration goes as quickly and smoothly as it can.
What is a will?
A will is a document which determines how your assets are distributed. Wills must be administered through the complexities of the probate court. For this reason, they are generally disfavored and primarily used as a backup plan when property is left out of a trust.
What is a trust?
A trust is a document that creates an estate while you are still living. Assets can be put into the estate, you decide who administers the estate, and probate court is avoided.
What happens if you do not have a will or a trust?
When someone dies without a will or trust, their estate is distributed according to a priority scheme in the Probate Code. Like wills, intestate estate must be administered through the probate court.