SANTA ROSA ESTATE PLANNING LAWYERS

Practice Areas

Experienced Estate Planning Lawyers Serving Santa Rosa.

Living in Santa Rosa

The largest city in California’s Wine Country, Santa Rosa is also one of the five most populous cities in the entire Bay Area with more than 175,000 people. Despite its large population and busy streets, Santa Rosa is known for its welcoming small-city vibe with an abundance of quaint shops and beautiful neighborhoods.

Santa Rosa’s climate is often compared to the Mediterranean for its combination of extremely hot afternoons, wafting sea breezes, and nighttime temperatures that can drop below freezing. Plus, it has scenic views of woodlands and mountaintops that create perfect day-trip adventures for nature lovers.

Some of the city’s biggest employers are in the wine industry, health care, electronics, and medical devices. The cost of living in Santa Rosa is quite high, with a total cost of living that’s about 75% above the national average and a median home cost at about 125% above average.

Contact Us for estate planning in Santa Rosa

At Bassin law we truly care about the people of Santa Rosa and California. Our Estate planning attorneys are here to help you! We believe you should be able to rest and recover while we handle the legal details.

Estate Planning in Santa Rosa

A well-crafted estate plan creates a robust framework for the future, safeguarding your family in case of your passing or incapacitation, and empowering your chosen representative to manage financial or health-related matters on your behalf when necessary. Our personalized estate planning approach aims to comprehend your specific circumstances and aspirations, developing a strategy to transfer your assets, knowledge, and principles to your beneficiaries in the most effective manner. A standard estate plan typically encompasses a Living Trust, Will, Power of Attorney, and Healthcare Directives. If you’re initiating your first estate plan or revising an existing one, our planning methodology ensures confidence that your intentions will be honored. If you need Estate Planning in Santa Rosa call today at 415-753-5245.

Estate Planning FAQ

Do I need an estate plan?

Unfortunately, death is unavoidable. You will need an estate plan to protect not only your family and assets, but also your peace of mind. You can be assured that your assets will be properly managed when you are gone.

What is an estate plan?

An estate plan created Bassin law helps protect and preserve your assets if you die or become incapacitated. It usually contains the following legal documents:

1. A Living Trust

A legal document that places some or all of your assets in the control of a trust during your lifetime

2. A Will

A legal declaration of a person’s wishes regarding the disposal of their property or estate after death

3. A Durable Power of Attorney

A durable power of attorney is a document by which a person grants another person power over their finances. A durable power of attorney remains in effect until the death of the principal or until the principal revokes the document.

4. Advanced Health Care Directive

An Advanced health care Directive is a legal document that details your wishes regarding your healthcare in the event you are unable to. An advance directive lets your health care team and loved ones know what kind of health care you want, or who you want to make decisions for you when you can’t.

Why do I need an Estate Plan?

A properly drafted estate plan ensures your family and assets are protected in the case you die or become incapacitated and helps your estate avoid being subject to probate.

How important is estate planning?

An Estate plan allows you to control how your property and other assets will be distributed in the event of your death and ensure your wishes are followed if you are incapacitated. Estate planning can help you avoid a costly probate and other legal complications.

Why do I need an estate planning attorney?

An estate planning attorney can help you create a comprehensive plan for managing and distributing your assets after your death and understand the legal issues involved in estate planning while ensuring that your plan is properly executed. For help with estate planning in Santa Rosa Contact Bassin law.

Estate Plan Review and Amendement in Santa Rosa.

We can review your current estate plan if you are planning to restate and amend it. Generally, we will redraft estate plans for you if you are seeking to make changes. Call 415-753-5245 to see how we can help you.

“St. Francis Winery and Vineyard, Santa Rosa, California, USA (6259353954)” by Jim G from Silicon Valley, CA, USA is licensed under CC BY 2.0.

What if I’m Not Sure I need an Estate plan?

Everyone needs an estate Plan! We can help determine what plan is right for you. From simple wills and trusts to complex high value estates we have packages for all kinds of families with all kinds of assets. If you are uncertain what estate plan is right for you Contact us Today and we will help you figure out what is right for you! Call 415-753-5245.

Contact Us in for Estate planning in Santa Rosa

At Bassin law we truly care about the people of Santa Rosa and California. Our Estate planning Lawyers are here to help you! We believe you should be able to rest and recover while we handle the legal details.

What is the median Home price in Santa Rosa, CA?

In 2024, the median listing home price in Santa Rosa, CA was $849K, flat year-over-year. The median listing home price per square foot was $482. The median home sold price was $741K.

Who is subject to probate in California?

In California, estates over $184,500 (after April 2022) or $166,250 (before April 2022) require probate.

How can estate planning help Marin County residents avoid probate?

With a median home value of 850K most homeowners in Santa Rosa will be automatically subject to probate if they fail to take action and made an estate plan. Due to the countys proximity to a major job centers like like San Francisco, San Jose, and Oakland and Santa Rosauniquely beutiful natural landscape. Santa Rosa home to all kinds of recreation from it proxity to Napa Valley and Clear Lake. Santa Rosa has high rated public schools which makes it highly desirable for bay area residens looking to relocate. The santa Rosa real estate market and property values are likely to continue to rise in the long term.

An experience estate planning lawyer knows certain real estate can even be excluded from your estate up to 750k of its value, an experienced Estate planning attorney can help you take advantage of this law. The attorneys at Bassin law can help you avoid probate complications due to the value of your home exceeding the current probate threshold. By planning ahead and drafting an estate plan Santa Rosa estate planning lawyers at the Bassin law firm can help you avoid probate.