SAN FRANCISCO ESTATE PLANNING LAWYERS

 

A meticulously designed Estate Plan establishes a sturdy framework for the future, securing your family in the event of your passing or incapacity, and granting authority to your chosen representative to handle financial or health-related matters on your behalf when necessary. Our customized estate plan approach aims to understand your unique circumstances and goals, creating a plan to transfer your assets, knowledge, and values to your beneficiaries effectively.

A standard Estate plan typically includes an Active Trust, Last Will, Enduring Financial Proxy, and Health Care Instructions. Whether you’re beginning your first inheritance plan or updating an existing one, our methodology ensures confidence that your intentions will be honored. For Estate Planning in San Francisco, contact us today at 415-753-6200.

 FAQ about Estate Planning

 

An Estate Plan protects your family, your assets, and provides peace of mind. Taking action now ensures that your assets will be utilized according to your wishes.

 

 

An Estate Plan safeguards and maintains your assets if you die or become incapacitated. We recommend every inheritance plan include the following documents:

 

A legal entity created by a trust document that assumes ownership of some or all of your assets. You or another person you choose can manage the trust during your lifetime.

 

A legal declaration outlining how you want your property distributed after death.

 

 

This document grants another person authority over your finances, remaining valid until your passing or revocation.

 

A document detailing your wishes regarding healthcare in the event of incapacity. It informs your health care team and loved ones about your preferred treatments or who should make decisions on your behalf.

 

 

A well-crafted Estate Plan protects your family and assets if you die or become incapacitated, helping to avoid probate.

 

 

An Estate Plan allows control over how your property and assets are distributed after death and ensures your wishes are followed during incapacity. It helps avoid costly court processes and legal complexities.

 

An inheritance planning attorney assists in creating a comprehensive strategy for managing and distributing your assets and understands the legal aspects involved, ensuring proper execution. For assistance with inheritance planning in San Francisco, contact Bassin Law.