Trust Administration and Probate

Let us help you honor the gift
left to you by a loved one.

Probate Attorney Danville, CA

Probate takes place during a painful and overwhelming period. Attorneys specializing in this law should help their clients as they go through stressful and emotional circumstances.

Since this process often involves such sensitive matters, compassion, and empathy are essential. Lawyers must have certain attributes, such as understanding and integrity, to provide excellent services and valuable support.

At Von Rock Law, we understand that probate involves several financial and legal issues but is also a very personal process. Our team knows the related laws and has worked hard to cultivate key values.

If you’re in Danville, CA, and need a knowledgeable but compassionate and empathetic probate attorney, contact us and get a free consultation today!

What Is Probate Law?

Probate is a legal proceeding that occurs after a person passes away. It’s handled by authorized attorneys who must analyze, manage, and transfer the deceased person’s estate.

This process authenticates the deceased individual’s will, if there is one, confirming who has the authority to manage their properties and belongings. Additionally, it involves paying off debts that people might have before they die. After this step, authorized attorneys must distribute the remaining assets among nominated beneficiaries.

Do You Need a Probate Lawyer?

Probate is a complex, sensitive, and time-consuming process. However, you can make it easier for your loved ones by authorizing a probate attorney to handle and transfer your assets after you’re gone.

A court will distribute your estate if you don’t authorize a probate lawyer to handle your money and belongings. However, you don’t want your loved ones to live this experience while they still mourn their loss.

Luckily, working with a probate lawyer now means that you’ll have someone trustworthy handling your estate’s legal and financial aspects after you pass away, ensuring the process is straightforward for your loved ones.

Von Rock Law Can Help Your Family During This Tough Time

Is authorizing a probate attorney in Danville, CA, a good idea to protect your loved ones after you’re gone? These are the benefits that Von Rock Law’s team can offer you:

1. Save Time

Letting probate courts settle estates often means the process will take longer. Usually, there are long waiting lists of cases that should be handled. Unfortunately, this lengthy waiting period can affect your assets’ value.

However, if you hire a probate lawyer from our firm, an expert will settle all legal and financial issues as soon as possible. We value your family’s time!

2. Avoid a Will Contest

Family disputes after the death of a loved one aren’t rare, but they’re always challenging to manage. Sometimes, relatives contest the will because they disagree with the deceased person’s wishes.

However, authorizing a probate lawyer to handle your assets and ensure your wishes are respected when you aren’t around can help you lessen or avoid unnecessary conflicts.

3. Reduce Court Costs

Going to a probate court involves expenses that often pile up. If unexpected issues arise and lead to other proceedings, these costs can be even higher.

However, people who hire a probate attorney to handle their assets after death usually save a lot. The lawyer’s fee covers the entire process in a one-time payment and is more affordable than court costs.

Contact Von Rock Law Today and Get a Free Consultation!

Hiring a probate attorney in Danville, CA, will help you leave your assets organized and give you the peace of mind you deserve. Von Rock Law’s team can lend you a hand! We understand you want to protect your family and go the extra mile to meet that goal.

Contact us today, get a free consultation, and find the answers to all your questions about probate law!

Estate Planning FAQ

Do I need an estate plan?

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.

What is an estate plan?

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:

Living Trust

A legal document that places some or all of your assets in the control of a trust during your lifetime

Will

A legal declaration of a person’s wishes regarding the disposal of their property or estate after death

Durable Power of Attorney

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.

Advanced Health Care Directive

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.

Why do I need an Estate Plan?

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. 

How important is estate planning?

Estate planning allows you to control how your property and other assets will be distributed after your death, and can also help ensure that your wishes are carried out if you become incapacitated. Estate planning can help you avoid probate and other legal complications, while providing peace of mind for you and your loved ones.

Why do I need an estate planning attorney?

An estate planning attorney can help you create a comprehensive plan for managing and distributing your assets after your death and understand the legal issues involved in estate planning while ensuring that your plan is properly executed.

What is estate planning law?

Estate planning law deals with the management and disposition of a person’s assets after death. This includes creating legal documents, such as a will and trust, to specify how your property will be distributed and who will manage your affairs.

Custom Estate Plans, Flat-fee pricing

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.

Custom Estate Plan

for most estates
Individual
$5400
Married
$5900
** 2 documents, 1 for each partner

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.

Estate Planning+

Subscription Add-On
$1500 Annually
Five FREE Maintenance Billable Hours

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.

Exclusive Invitations
Invitations to programs of interest regarding estate planning, wealth management, elder care, trust administration and a wealth of related trust and estate matters.
Discount on Future Billable Hours

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 Plan

For Estates exceeding the estate tax threshold
Individual
$6950
Married
$7450

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.

College Care Plan $1750

Ideal plan for college aged students or any adult aged 18 or over with minimal estate planning considerations.

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 Review and Revision

A la carte revisions without our Estate Planning+ Subscription

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.

Tell us your story

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Words from our clients

Many of us know that we should have a current and comprehensive plan when it comes to personal Estate Planning and Management, but often we have not had time to consult a lawyer, update our plan, or find ourselves in an emergency situation, where preparing an estate plan can no longer wait. Regardless of which category you may find yourself, Von Rock Law can help. Deidre and Nora offer top-notch legal expertise. Their legal acumen, ability to actively listen to your goals, evaluate your needs, and provide a clear and concise overview of your legal options is exceptional. This hands on, personalized approach allows them to prepare an estate plan that is customized to your needs. When you meet with Deidre and Nora, you have their undivided attention, they are prepared, they are upfront (and accurate) about the scope of work involved, and perhaps most importantly, they are interested and mindful of you, your life, and your time.

Sasha C.