Kim will take the time to meet with you to determine what plan best meets your and your family’s needs. Below are some of the services Kim offers her clients.
Living Trusts and Pour-Over Wills
Living Trusts and Pour-Over Wills organize your assets and let you decide who receives your assets upon your death and under what conditions. Living Trusts and Pour-Over Wills help avoid probate, a lengthy and public court process.
Advance Health Care Directives
An Advance Health Care Directive specifies what actions may be taken for your health if you are no longer able to make decisions for yourself due to illness or incapacity. It designates an agent who is authorized to make health care decisions for you.
Durable Powers of Attorney
A Durable Power of Attorney is a reliable way to arrange for someone, your agent, to manage your finances if you become incapacitated or unable to make decisions for yourself.
Guardianship Statements are included in your Will. They appoint who will care for your minor children in the event that you cannot.
Probate is a court-supervised process that winds up a person’s legal and financial affairs after death. When an estate is probated, legal title of property from the estate of the person who has died is transferred to his or her beneficiaries. Probate may take at least eight months to resolve and fees are determined by the California Probate Code. Kim may assist you with this often-frustrating process.
Does your family member, friend, or neighbor appear to have trouble properly managing his or her personal needs like food, clothing, medical care, housing and physical health? How about his or her personal finances? A court may appoint a conservator of the person or the estate to help manage another’s financial and personal care. Kim can guide you through this complex court process.
CONTACT KIM TODAY ABOUT SPECIAL RATES FOR YOUR ESTATE PLANNING PACKAGE