Power of Attorney
Implementing a power of attorney for important financial decisions will help protect your interests in the face of unexpected events, such as mental or physical incapacity, whether short or long term. The Durable Power of Attorney for Finances will allow your chosen agent to make financial decisions on your behalf if you become incapacitated or are unable for any reason to manage your financial affairs.
Pleasanton Estate Planning Law Office
Our attorneys can draft the Durable Power of Attorney for Finances document for you. This will allow any agent, usually a family member, trusted friend, or advisor you nominate, to do things such as:
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manage your bank accounts
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pay your bills
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deal with government agencies
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file your taxes
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ensure that your medical premiums are paid and up to date
When you have a living trust, these powers are also given to the trustee to make decisions for you if you are incapacitated. Protecting your interests in the face of unexpected events is what a successful estate plan must accomplish.
Successor Trustee
Becoming a Successor Trustee is an important decision and one not to be taken lightly. If you have already made the important decision to take on the responsibility for being a Successor Trustee or have been asked by a family member or friend to become one know that handling an estate is a tremendous responsibility, time-consuming, and involves a lot of tasks. Our office will help guide you through this process.
Estate Administration
We have helped many people deal with probate and estate administration matters, from very simple and straightforward estates to extremely complex ones. When working with someone who seeks to serve as Executor or Administrator of an estate, we help get them appointed and then provide them with guidance regarding how to proceed. When working with someone who is an heir or a beneficiary, we help them understand their rights and options and assist them in communicating with the Executor or Administrator.
Probate
Probate is the process by which a deceased person’s Will is formally recognized as valid by the applicable Probate Court. The Probate Courts themselves advise people to retain a good probate lawyer’s services whenever they delve into estate matters. The best way to be sure that the deceased’s wishes will be carried out to the letter and that beneficiaries will receive what is due them promptly and without excessive taxation is to engage the services of a qualified California probate law firm.
We pride ourselves in providing comprehensive legal advice. We work to ensure that you understand your options and the pros and cons of each option. Do you have questions regarding probate or estate administration in California? We are ready to help. Contact us with your probate or estate questions today.