Design your estate plan with South Coast Estate Plans, a trusted California law firm.
Free Attorney Consultation.
You heard us. A real attorney and the consultation is free.
- All estate plans and documents designed 100% by California licensed attorneys.
- Affordable, flat fees for all services.
- Simple and convenient estate planning approach.
- Expedited process available.
Protect what matters.
Protect what you love by creating an estate plan today.
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Rob
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Shea M. Randall
Founding Attorney
Begin Your Estate Plan Today
The term ‘estate planning’ can be confusing, but doesn’t need to be.
An ‘estate’ is simply the totality of what you own; this includes your house, but also your bank and retirement accounts, life insurance policies, and more. ‘Estate planning’ then, is the area of law that helps you create a plan for what to do with your estate were you to become unable to make decisions for yourself, your loved ones, (otherwise known as ‘incapacitated’), or upon your death.
Having an estate plan can be the difference between saving thousands of dollars in unnecessary legal fees or undergoing a very expensive and public legal process with no guarantee of results.
This is because without an estate plan, your estate will likely be subject to probate.
Probate is the court process where the estate of a deceased person is administered. It typically takes a year or more and is a matter of public record. Even more so, the fee for a probate attorney is a percentage of what the estate is worth. A probate attorney is entitled to the first 4% of an estate valued at $100,000, 3% on the next $100,000 and so on.
A simple estate plan can save you and your loved ones all of this. It’s simply not worth the risk.
HOW DOES THE PROCESS WORK?
Once you hire us, South Coast Estate Plans handles everything for you
Assess your values
It’s important to know what’s important to you: your values, your goals, and your dreams. For example: how do you want your wealth divided if you die (among your children, or, if no children, among your nephews and nieces?) Do you want anything going to a charity you care about? And so on.
Consider your life-stage
Our needs change as life changes. This is why we believe it is easiest to begin where you’re currently at in life. We suggest the following broad life-stages: single adult, married couple, blended family, or senior.
Design your plan
Once you have a good sense of your needs and values, we would like to meet to begin designing your plan. We will ask you to fill out a questionnaire to help us get a sense of your current financial situation. With this we can begin; there is typically also a need for us to follow-up and ask clarifying questions.
We believe that underlying the creation of an estate plan are profound human concerns: a desire to protect those we love and safeguard our legacy when we’re gone. A good estate plan should reflect these concerns and your unique wishes.
Once initial payment is made, Founding Attorney Mr. Shea M. Randall will begin immediately by meeting with you to begin assessing your values: helping you determine what is important to you and clarifying any life-stage needs. After this initial consultation, our team will begin drafting your plan. Throughout the entire process you will have direct access to Founding Attorney Mr. Randall. South Coast Estate Plans goal of transparency and access to your attorney is what sets our law firm apart from the rest.
At South Coast Estate Plans, we are a full service, client-focused law firm that specializes in designing sophisticated California Wills, Revocable Living Trusts, Powers of Attorney, Advanced Health Care Directives, and More.
Need assistance?
Call (949) 471-0136 for a free 30-minute consultation.
HOW DOI GET STARTED?
We make it easy.
At South Coast Estate Plans, we use technology to your advantage. Signing up is easy! Call now for a free consultation or fill out the contact us form and one of our attorneys will contact you within 24-48 business hours. No wait, no hassle.
Free Attorney Consultation.
Free Review of Your Existing Estate Plan.
You heard us. A real attorney and the consultation is free.
Protect What Matters.
- All estate plans and documents designed 100% by California licensed attorneys.
- Affordable, flat fees for all services.
- Simple and convenient estate planning approach.
- Expedited process available.
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