You can’t take your wealth with you when you pass on, so planning for your family’s future when you’re gone is essential. Your family member or representative will be responsible for administering your estate with the help of a reliable probate attorney.
The truth is that estate administration is a complex task, so having a trusted legal representative on hand will make the process much easier. You can ensure your family has the help they need as they deal with the grief of loss and pick up the pieces after you’re gone.
At Von Rock Law, we are committed to providing reliable trust administration. Contact us today to learn more or schedule a free consultation with a probate attorney in San Rafael, CA!
Probate is the term for administrating an estate once a person passes away. The decedent’s assets are gathered and used to settle any outstanding debts from their estate before being distributed amongst beneficiaries.
This is generally done in probate court. However, with the help of a probate attorney in San Rafael, CA, the matter can be handled outside of court through trust administration.
Trust administration offers many benefits. Let’s take a look at some of them.
Unfortunately, probate court proceedings can take a long time. It can take up to two years in California, meaning beneficiaries will have to do without financial support for a long time.
Your will and other financial details may become publicly available when your estate is handled in probate court. When you choose trust administration, you can keep your financial information private.
When you hire an attorney to assist with your trust administration, you can reduce the likelihood of your will being contested. This will also lengthen the time it takes to administer your estate.
Court proceedings can be costly. You will typically have to spend more on court costs than attorney fees, leaving more money for your beneficiaries.
When you pass away, your family will struggle with your loss. The last thing you want is for them to attend lengthy court proceedings. By hiring a trusted attorney, you can make the process a lot less stressful.
We pride ourselves on offering quality services. Von Rock Law can help with tasks like:
Handling an estate without help can be challenging. To ensure that your family has the support they need or to request assistance with trust administration for yourself, you can contact a probate attorney in San Rafael, CA.
Call Von Rock Law today to book a free consultation 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.