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Estate Planning Attorney Helping You Preserve Your Assets for Future Generations

What is estate planning?

At Invictus Law, P.C., our estate planning lawyers help individuals throughout Orange County, California — including Irvine, Orange and Santa Ana — and Riverside and San Bernardino counties, preserve their hard-earned assets for future generations. An estate plan is a set of documents that articulate your desires if you become incapacitated and unable to make your own healthcare and financial decisions. An estate plan also distributes your property and assets after you pass on. Estate plans can minimize tax consequences and burdens on your heirs.

What is involved in estate planning?

Estate planning typically involves some hard thinking and an inventorying of your assets. You can always update your estate plan at any time. An estate planning attorney from our Orange County or San Bernardino County office guides you through an intake process to understand:

  • Your financial goals
  • Your assets and their value
  • Who can manage your assets
  • Who can make your healthcare decisions
  • Who can manage your personal affairs
  • Who can care for your minor children
  • Whom you want to designate to execute and probate your will
  • To whom and how you want to distribute your estate’s assets while you are living and after you pass

This information is kept completely confidential. We develop a set of recommendations for your estate plan. Typically, these include wills, trusts, powers of attorney and advance healthcare directives.

Wills dictate to whom and how your assets are to be distributed after your death. We craft legally sound wills to protect your estate executor and beneficiaries against future disputes.

Trusts can be established while you are living and through your will. Your financial goals will most likely dictate our recommendations. There are many trusts that could be part of your estate plan. These include living or revocable trusts, irrevocable trusts and special needs trusts.

Who needs estate planning?

Many people believe estate planning is for senior citizens. But it’s in the best interests of an individual of any age to consider having a legally valid estate plan in place. In this way, asset protection is assured in case of your death or if an untimely accident renders you incapable of making decisions about your own healthcare or personal affairs. We develop plans for all sizes and types of estates.

When there’s no estate plan in place and you become incapacitated, a judge appoints someone to make decisions for you. And without a will in place, California state law dictates the distribution of your assets, no matter what your personal wishes might have been.

What is estate administration?

Estate administration is the process through which a decedent’s estate is distributed. The designated executor, if one has been named, must file the will with the probate court in the county in which the decedent lived. He or she also notifies beneficiaries, inventories the assets, gets the home appraised if one needs to be sold, and reviews and pays creditor claims from the estate account.

Put your wishes in writing with a legally valid estate plan

Invictus Law, P.C. helps you craft tailored estate plans to meet your specific financial goals. Call us at (949) 287-5711 or contact us online to set up your free initial consultation and learn about your options. We have two convenient office locations in Santa Ana and Ontario, California. Se habla Español.

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