Southern California Estate Planning Services

Expert estate planning, but without the stress.

We don’t think you should have to stress when getting your estate plan put together. There is a lot to work through and decide on, but we promise to make the process as painless as possible.

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IN OFFICE, IN HOME, OR ONLINE

At your request, we can make accommodations to come to your home or office at no additional cost. Make it even easier on yourself.

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Get advanced insight. We’ll advise on what most people do with their assets, and let you know what the best way forward is for your unique situation. Get clarity and assurance in your choices.

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When it comes time to sit down and draw up an estate plan, it can feel pretty overwhelming. Many people do not even know where they should begin. This is why it is important to have a Southern California estate planning lawyer helping you with this process. Not only do you want to make sure that you address every aspect of your estate and make sure your wishes are honored when you are no longer here, but it is also critical to make sure all of this is done while following the laws of the state of California.

The following are some tips to help get you started with the process.

Assets

In order to decide how you want your assets distributed upon your death, you have to know exactly what all of those assets are. We suggest that you make an inventory of all of your assets. Not only should this list include the obvious assets, such as bank accounts and real estate, but you should also include other items you have that are valuable. This can include family heirlooms, jewelry, artwork, collections, and more.

Knowing the exact value of your estate will also help your Southern California estate planning lawyer formulate the best estate plan for your situation in order to minimize the impact of estate taxes and other expenses that can end up eating up your hard-earned assets instead of those assets being passed to your loved ones.

Trusts

While many people realize they should have a will as part of their estate plan, they may not understand just how valuable having trusts set up are. Revocable trusts are often used to help avoid tax consequences, as well as keep the assets that are in the trust out of the probate process.

For people who have special needs children, a special needs trust can help ensure that your child will be taken care of when you are no longer here, without interfering with any disability benefits they may be entitled to.

Long-Term Care

Another important aspect of estate planning is protecting your assets in the event you should become incapacitated or need to be placed in a nursing home. Medical and nursing home expenses can quickly eat up all of the assets a person has worked their whole life saving, leaving nothing for their loved ones when they pass.

An estate planning lawyer can help set up your estate plan so it includes an incapacity planning component that will protect your assets. Your attorney can also draft a health care proxy and other needed documents that will empower a person you choose to make medical treatment decisions if you are incapacitated and unable to do so.

If you would like to learn more about putting together your estate plan, contact Holborn Law to meet with a Southern California estate planning lawyer and find out what your legal options may be.

Why Should You Create an Estate Plan?

Holding your property in a living trust is the best way to ensure your family won’t need to go through probate. Without it, they will be subject to a time-consuming and expensive probate process.

  • Choose Where Your Assets Go – and who is responsible for distributing them
  • Make Important Healthcare Decisions – your estate plan includes your wishes should you become incapacitated
  • Avoid Probate– save months of time and a significant amount of money
A trust is a contract that usually sets forth who will manage one’s assets. What kind of trust is right for you? We can help you decide.

Decide who will get your assets, and on what terms. Determine who will take care of young children and who will administer your estate.

Protect your children’s rights and privileges in areas such as maintaining residence, choosing school, choosing religion and moral beliefs, and making financial decisions.

Choose who can make financial choices for you or act in your place if you become incapacitated.

Make clear your wishes for life support, organ donation, and who has access to your medial records.

$1500

  • Revocable/Living Trust
  • Will
  • Guardianship of Minor Children (if needed)
  • Durable Power of Attorney
  • Advance Healthcare Directive
  • Deeds (First Two Properties Included)

$2000

  • Revocable/Living Trust
  • Will
  • Guardianship of Minor Children (if needed)
  • Durable Power of Attorney
  • Advance Healthcare Directive
  • Deeds (First Two Properties Included)
Schedule Free Consultation

We understand how frustrating Estate Planning Can Be

Estate planning can be intimidating. Not only are you forced to think about what happens when you die, but you also have to make potentially family altering decisions.

We’ve helped hundreds of people just like you create a comprehensive estate plan with little to no stress.

About Holborn Law
Holborn Law

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    “Ms. Targhibi is very caring and attentive to her client’s needs. She was very sensitive to my situation and was willing to meet us in hospital due to my mother’s situation. She is very professional and managed to create my needed documents in a very timely manner especially given that I needed them much quicker due to my mom’s situation. I definitely recommend to her to everyone.

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    Great lawyers! I had a great experience with Holborn Law. The lawyers were very professional and knowledgeable. They were always available to meet with me and explained everything in detail. Thanks to their services I felt secure throughout the difficult process they helped me with. If you’re looking for a great lawyer, look no further!”

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    Ema Solarova, Holborn Law Client