WHAT IS A SENIOR ESTATE PLAN?

Simply put, a way to protect what matters

California Senior Estate Plan

Protect What Matters Today


If you were ever arrested in California – even if you were not guilty – you may have an arrest record for the rest of your life unless you get that record sealed.

Blended families are those families where one or both of the partners have had a prior marriage or children from a prior relationship. Modern families are typically blended families and pose unique estate planning challenges. Spouses often want to ensure that both children from the present and prior marriage are equally protected. This can mean creating a Trust with a greater degree of control upon the death of the first spouse.

A blended family’s estate plan will require a Revocable Living Trust with terms granting a greater degree of control, Two separate Pour Over Wills, Powers of Attorney, and Advanced Health Care Directives.

South Coast Estate Plans, is a division of the Law Firm of Shea M. Randall. We are experienced California estate planning attorneys who can design a plan for your current place in life. We understand your desire to have a confidential advocate and are here to assist you.

Contact our office at (949) 471-0136 to speak with an estate planning lawyer today.

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.

    California Criminal Record Expungements

    Need assistance?
    Call (949) 471-0136 for a free consultation.

     

    ESTATE PLANNING NEEDS EXPLAINED

    Speak with an attorney today or request a free consultation below.


    Living Trust


    A Living Trust is the heart of an estate plan. For someone who is not legally trained, it is easiest to think of it as a personal corporation and is considered a separate legal entity from you as a person. It is created by someone (called the “Grantor,” or “Trustor”) for the benefit of someone else (the Beneficiary), and is then overseen by another person (called the “Trustee”). These three persons can be separate persons, or the same person. You can specify the Trust terms such as how funds are to be managed, what funds are given to whom, and more. Since it is a legal entity, it will survive death when you pass and will therefore not need to go through Probate. A blended family may want to consider a Trust with terms that provide a greater degree of control upon the death of the first spouse.


    Pour-over Will


    A “Pour-Over” Will is one that directs that the property subject to it goes to (is “poured over” into) a Trust. Once the property is “poured into” the Trust, the Trust document then controls who receives it.

    California Senior Estate Plan

    Protect What Matters


    Whether your earnings, business interests, or loved ones. Feel confident that what matters to you is protected today.

    Blended families may want to create two separate Pour-Over Wills that are mutual (not joint), which essentially means that they have mirror provisions. The Wills may also have a specific and detailed Simultaneous Death Provision, in the event both spouses die, e.g., a car crash.

    Ancillary Documents


    The ancillary documents are the Power of Attorney and Advanced Health Care Directive.

    A Power of Attorney gives someone you choose (typically a spouse or other loved one) the power to make legal decisions on your behalf should you no longer be able to make those types of decisions yourself because of mental incapacity from age, disease, or an accident.

    An Advanced Health Care Directive does two important things: it directs healthcare provides on how you want to be treated if you’re incapacitated or if you’re on life support. It also provides a release from a federal law known as HIPPA that protects your health information. Without a release, loved ones may be denied health information to make an informed decision.

     

    WHY DO I NEED AN ESTATE PLAN?


    Simply put, it’s a confidential way to protect what matters to you

    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.

    Read the frequently asked questions below to learn more.

    California Senior Estate Plan

    Avoid Probate


    Your family is vulnerable if you don’t have a plan in place for when you die or are left unable to make decisions for yourself. Protect those you love by creating a plan today.


    FREQUENTLY ASKED QUESTIONS


    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.
      California Criminal Record Expungements

      Need assistance?
      Call (949) 471-0136 for a free consultation.

       

      HOW DO I GET STARTED?

      Once you hire us, South Coast Estate Plans handles everything for you.


      California Senior Estate Plan

      Shea M. Randall

      Founding Attorney

      When you contact our office you will be in direct contact with our founding attorney, Mr. Shea M. Randall. Mr. Randall provides outstanding one-on-one communication with clients to ensure all of your legal needs are met.

      South Coast Estate Plans, is a division of the Law Firm of Shea M. Randall. 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.

      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. Plan ahead and take control today.

      Contact our office at (949) 471-0136 to speak with an estate planning lawyer today or fill out the request form below and one of our attorneys will contact you within 24-48 business hours.

      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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