Estate Planning

Estate Plan Creation

 
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We believe in personalized service for every client.

Our approach is educational and proactive – we first determine each client’s individual goals and then tailor their plan to best fulfill their values.

list of estate planning services provided

  • Revocable Living Trust

  • Pour Over Will

  • Durable Financial Power of Attorney

  • Durable Health Care Power of Attorney

  • Estate Portfolio Overview

  • Estate Portfolio Funding Instructions

  • Letter of Instruction

  • Document Transferring Assets into Survivor's Trust (A-B Trust)

  • Quitclaim & Grant Deeds

  • Affidavits

  • Preliminary Change of Ownership Form

  • Assignment of Deed of Trust or Promissory Note

  • Community Property Agreement

  • Schedule A

  • Funding Instructions to Banks, Financial Institutions & Brokerage Houses

  • Medi-Cal/Public Benefits Planning language

  • Special Needs Trust (SNT)

  • County Assessor Negotiations

longevity

We are well-versed and stay up-to-date in the ever-changing trust and estate laws that can have a profound effect on our clients’ financial futures. We also want to keep up-to-date with our clients’ ever-changing personal family changes. Therefore, with each of our estate plans we include a no-charge 4 year review to ensure that as our clients’ lives change, so does their estate plan and ensure that all our clients’ assets are held properly for maximum protection.

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Life Stages

We represent families throughout varying stages of life:

  • Traditional two parent families or single parents wishing to provide for and protect their children and themselves;

  • Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;

  • Blended families negotiating the challenges of creating new relationships with varying expectations;

  • High net worth families seeking strategies for minimizing estate and income taxes;

  • Family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership;

  • Estate executors and beneficiaries navigating the court process of probate administration;

  • Family members carrying out the legacy left behind through trust administration;

  • Executors, trustees and beneficiaries seeking to resolve conflicts, and families and individuals raising whole people; &

  • Special Needs Planning with Special Needs Trusts to supplement government benefits.


free consultation

These are some of the services provided through the Bethel Law Corporation. Contact us or call us as 909-307-6282 for further details or clarification on any of the items listed above or to set an appointment for a free consultation.