Your family doesn’t have to suffer any financial setbacks after your death with a professionally drafted estate plan. We will help with everything from business and personal financial planning to health and retirement.
At Von Rock Law, we are dedicated to assisting the residents of Napa, CA, to secure their assets and ensure that the people they love will be cared for after they pass away. Contact us today for more information!
A professionally drafted will helps secure your assets and reduce some of the stress of estate planning.
The truth is that a single typo or missing signature can change an estate plan. Working with a professional estate planning attorney will ensure your assets are passed on as you intended without error or mistakes.
With the help of an attorney, you can navigate the legal process without undue stress and ensure that your legacy lives on as you intended!
When planning for the unforeseeable future, you can count on Von Rock Law for reliable legal counsel. Here are some of the ways we can help:
Working with a professional estate planning attorney in Napa, CA, will ensure that your decisions are legally enforceable and compliant with state and federal laws. We’ll also help you navigate tax laws to determine the most tax-effective way to administer your estate.
Every situation is different, so it’s crucial to have a tailor-made plan that best meets your needs.
We can also help someone with power of attorney over your estate navigate the probate court process. In reality, you can avoid probate court with proper estate planning. However, this will primarily depend on the kind of assets in your estate and how they can be transferred legally.
If there is a dispute, a will dispute may ensue. There are often disagreements in this type of probate court case regarding the validity of the will, the capacity of the testator, and how reliable the representative is.
At Von Rock Law, we are fully prepared to take these matters to court if required, ensuring that your wishes are honored when you are no longer around.
Your decisions aren’t set in stone until your passing, so if you want to amend an existing estate plan, we can help you reach your goals!
Finding an estate planning attorney that you can count on is essential. When you hire Von Rock Law, you can rest assured that you will have someone in your corner, working for your best interests.
Schedule a free, no-obligation consultation today to learn more about our services!
In short, yes. Death is unavoidable. An estate plan protects not only your family and assets, but will also give you peace of mind that your assets will be properly managed when you are gone.
An estate plan created by Von Rock Law is a solution to protecting and preserving your estate in the case that you die or become incapacitated. It contains the following legal documents:
A legal document that places some or all of your assets in the control of a trust during your lifetime
A legal declaration of a person’s wishes regarding the disposal of their property or estate after death
A durable power of attorney refers to a power of attorney which typically remains in effect until the death of the principal or until the document is revoked. A durable power of attorney, the durability of which must be explicitly stated, remains valid even in the event the principal is unable to make personal decisions due to incapacity.
A legal document that explains how you want medical decisions about you to be made if you cannot make the decisions yourself. An advance directive lets your health care team and loved ones know what kind of health care you want, or who you want to make decisions for you when you can’t.
An estate plan not only ensures your family and assets are protected in the case you die or become incapacitated, but it also helps your estate avoid being subjected to probate, a long and costly process.
Our Custom Estate Plan is a comprehensive trust-based estate plan which is appropriate for most estates including those with minor children or other minor beneficiaries, for those requiring protections for beneficiaries and for blended families. This estate plan works toward eliminating probate court proceedings, appointing successors to manage the Trust after your death, and directs the distribution of your assets.
One 30 minute consultation meeting by telephone, video conference or in person
Revocable Living Trust
Certification of Living Trust
Last Will & Testament **
Durable Power of Attorney **
Advanced Health Care Directive **
Authorization of Release of Medical Records (“HIPAA”) **
Assignment of Personal Property **
Personal Property Memorandum **
Trust Transfer Deed (one property)
Recording Deed with county recorder
One opportunity to request edits to above documents with respect to client-provided information
Recording fees included
Preliminary Change of Ownership Report
Final signing meeting
Complete instructions regarding plan
Notary fees included
Personalized estate planning binder with all original documents
Digital PDF copies of your entire plan
Additional Deeds with ancillary documents and recording fees begin at $1000 for California properties and for out of state US properties, subject to confirmation of non-California recording fees.
Up to five hours with our staff for emails, phone calls, zooms or in person meetings to address your questions regarding the maintenance of your estate plan, funding, coordination with agents, potential amendments, family meetings or other ongoing trust maintenance concerns.
A 5% discount on billable matters for which you may further retain us, such as drafting additional plan documents and amendments, or for another practice area.
Deluxe custom estate plans are appropriate for individuals with substantial assets and sophisticated planning needs, and who require estate tax planning features for estates exceeding the estate tax threshold of $12,060,000 for individuals or $24,120,000 in community property for married couples. These plans include all of the offerings of the Custom Estate plan, but will also address such circumstances such as complicated blended families, citizenship issues, multiple real estate holdings, multiple beneficiary designations, integrated special needs trusts, or otherwise more sophisticated distribution plans.
We are offer a college care plan that will allow parents to still be able to act for their 18+ children for medical, financial and legal purposes, and to distribute the child’s assets should the child pre-decease the parent. This plan includes a Durable Power of Attorney, Advance Health Care Directive, HIPAA and Simple Will which identifies not more than two beneficiaries with outright inheritance. Further, this plan includes a generic FERPA Consent Form that will authorize parents to communicate with a college regarding the student’s classes, transcripts, grades and more. Many educational institutions will have their own forms for this Consent which may be required, but if not, our standard form should be accepted.
This plan includes a 30 minute consultation and the cost of online notary fees arranged by this office. Digital and paper copies of the plan documents will be provided.
Estate Plan revisions are provided on an hourly basis and estimates of the projected cost are provided to the client before work commences. Simple revisions to Estate Plans are often in the 2 – 3 hour range, with more complex revisions taking longer, bearing in mind that each circumstance is unique.
PLEASE NOTE – We will not amend plans that we did not draft. We will prepare re-statements of Trusts and new documents for planning documents we did not generate.