San Marino, CA Estate Planning Lawyer

If you know that an estate plan is something you should take the time to create in order to protect your hard-earned wealth, don’t let uncertainty or apprehension keep you from taking this important step toward your future. It’s okay if you don’t know exactly what you should have or what you need, because our skilled San Marino estate planning lawyer can help you figure it out!

Our lead attorney, William Hayes, takes the time to get to know you, your family, your financial situation, and your overarching goals to ensure that your estate plan aligns with those factors. He has over 40 years of experience and is seasoned in the estate and probate laws of California. We are dedicated to helping gain confidence in your estate planning tools, so that you can feel confident in your future! Call today to schedule your free initial consultation and learn more about how The Hayes Firm can guide you through each step of the process.

What Are The Steps Involved In Planning Your Estate?

Creating an estate plan involves several steps which work to organize your assets, plan for their distribution after your passing, and also make a plan for the chance that you become incapacitated.

To organize your assets, you’ll need to compile a list of all your finances (such as bank accounts, retirement funds, etc.), property, and other belongings. Our knowledgeable San Marino estate planning lawyer can then help you draft a will and create a trust (or combination of several trusts) that ensures a smooth and orderly distribution of those assets to your intended heirs.

Other tools, like power of attorney and a living will, protect you in the event that a tragedy leaves you incapacitated and unable to speak for yourself. You will be able to address both your preferences for medical treatment and care, as well as appoint a trusted individual to handle your financial and personal affairs while you’re unable to. Finally, guardianship designations allow you to appoint a trusted individual who should care for your minor children if you are incapacitated or pass away unexpectedly.

How Complex Is The Estate Planning Process?

While the estate planning process can be difficult for some people because they have to think far into the future, it can also be hard for some to have to think about their own demise. That’s normal! However, being uncomfortable for a little while is worth saving your family from an immense amount of legal stress. You should also find comfort in knowing that you will remain in control of the wealth that you worked hard to build throughout your life.

If you did not have an estate plan, your loved ones would likely experience chaos in the wake of your passing as they attempted to do what they think you would have wanted without being fully certain. Estate planning is a proactive and charitable choice that allows you to secure your legacy and leave behind a roadmap for those you love most to follow, and our lead San Marino estate planning lawyer can help make the process as smooth as possible.

Why Choose Our San Marino Estate Planning Lawyer?

At Hayes Law Firm, our priorities will always be helping you achieve your legal goals through a personal and empowering level of service. We strive to ensure that you always feel supported and listened to when you interact with our staff. Other advantages of working with our attentive San Marino estate planning lawyer include free unlimited telephone support, free client seminars, free regular Legacy and Estate Plan checkups, and more! Call today to schedule your free initial consultation and discover your next steps.