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What Legal Assistance May We Provide?
Wills, Trusts, Power of Attorney documents, Revocable Trusts, Avoiding Probate, Protecting Children, Naming Guardians, Advance Health Care Directives, HIPAA Releases, Etc. We offer a complimentary 30 minute consultation if you have NO Legal documents in place currently and are considering an Estate Plan to protect you and your family.
For those who already have legal documents (prior Trust, Will, etc.), you may wish to have an "Estate Plan Review". We will provide a comprehensive in-office review of your current documents, review all assets (bank accounts, deeds, IRA's, life insurance, brokerage accounts, annuities, and all other assets) and determine if your assets are properly tied to your Trust ("funding"). We will answer your questions, make suggestions (if appropriate), and make sure your legal documents reflect your wishes. Our hourly fee applies to Estate Plan Review meetings.
Long Term Care Consultation: Elder Law / Life Care Planning
A loved one has a long term illness such as Alzheimer's or Dementia, or has difficulty managing their finances, care needs, medications, etc. Perhaps there have been hospitalizations, and the senior is having difficulty staying in their home without assistance. Or, maybe the senior is now facing expensive skilled nursing care due to a medical event, which threatens their financial security. A Long Term Care Consultation will help determine what care options should be explored, what benefits (Medi-Cal, Veterans Benefits, etc.) are available and how to achieve eligibility to help pay for expensive care, what legal documents are needed, whether the senior's affairs "are in order" for the difficult journey ahead (which may include incapacity), and many other issues.
If a loved one has passed away, there are many administrative tasks which must occur. The complexity of the administration depends on many factors: Whether the deceased person had a Will or a Trust, what was the nature of their assets (real estate, business interests, stocks and bonds, etc.). and the intended heirs. We are pleased to meet with the Trustee, Executor, or Personal Representative to discuss the After-Death process, and the important laws to follow.