Through estate planning, you can protect your relatives even when you’re no longer around. Do you want to develop the right strategy to pass on your assets, knowledge, and values to your loved ones? Talking to a professional is the best way to go!
At Von Rock Law, we have an expert team ready to help our clients in Danville, CA, create the perfect plan to protect their loved one’s well-being. We know each case is unique; therefore, we offer customized solutions adapted to each person’s needs.
Whether you want to tell your story, safeguard your wealth to transfer it to your relatives after your passing, or authorize the person/institution you trust most to make medical and financial decisions on your behalf, we’re here to help you!
Our experienced family law attorneys will carefully listen to your requirements, consider your goals, and analyze your situation to create an effective strategy that helps preserve your legacy and protect your loved ones.
We offer the right tools and assistance to develop a comprehensive plan to pass on your precious assets, valuables, and knowledge to your relatives while protecting them.
If you need help creating a new strategy or want to update your existing one, an estate planning attorney in Danville, CA, can be your best ally. Get in touch with us today!
With a well-designed estate plan, preserve your wealth, pass on your legacy, and protect the people you love most, even after you’re gone.
Our mission is to help you meet that goal. Therefore, we make your estate planning process more straightforward than you can imagine and ensure it isn’t subject to probate.
These are the legal documents available when choosing to work with us:
With this document, your most significant belongings are under the control of a trust throughout your life.
Our team can help write a legal document outlining your wishes concerning assets and property after death.
We can also help you authorize a trusted person and organization to make legal and financial decisions if a disability or death prevents you from doing it yourself.
Finally, you can determine who can make medical decisions on your behalf if you cannot do so due to a disability or severe condition with this document.
At Von Rock Law, we’re committed to our client’s satisfaction and offer solutions for each case. Regardless of your wealth’s size or how many beneficiaries you have, there are different options you can consider!
Our custom estate plan allows you to determine who will manage the trust and how to allocate your wealth after your death.
This improved custom estate plan is ideal for those who need sophisticated solutions or have substantial assets surpassing the tax threshold. It also works for people facing citizenship, blended families, and multiple real estate holdings issues.
With this plan, college-aged students and legal-aged people can find solutions to their minimal estate planning needs and grant legal authorization to their parents to act on their behalf.
Are you ready to start your estate planning process and protect your legacy? Don’t hesitate to contact us!
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.