Von Rock Law’s team is here to help our clients in Oakland, CA, preserve their stories, including who they loved, how they lived, and the legacies they leave.
We know that your future peace of mind and your loved ones’ well-being can depend on effective estate planning. Our team of expert family law attorneys is here to give you a hand in setting up the right estate plan for your unique situation!
Our team in Oakland, CA, can help you customize the perfect estate plan, whether you want to protect your loved ones in the event of death or grant authorization to a trusted individual or organization to make important financial or medical decisions if a disability does not allow you to do so.
Through our personalized estate planning process, every step you take now can help you meet your future goals, even when you are no longer here. Our team will discuss your goals and analyze your situation to create an effective plan to transfer your wealth to your family members and protect them and their futures.
We give you all the tools you need to pass on your precious assets, wisdom, and values to your successors.
Whether you are looking to create your estate plan for the first time or need to update the one you already have, an estate planning attorney in Oakland, CA, can help you! Don’t hesitate to contact us! We make the process easy!
Our estate plan includes a last will, revocable living trust, durable power of attorney, and advanced directives to communicate your health care decisions. Our attorneys are experienced and help to provide a hassle-free and professional experience!
We help you put your precious goods and assets under the control of a trust during your lifetime.
With our team’s help, you can set your wishes on how your property or estate should be handled after your death.
We help you create this document to authorize the person or organization you trust most to make legal and financial decisions on your behalf if you can’t make them for yourself.
With this legal document, you can choose a trustworthy person who will handle your medical decisions if you cannot do so due to a disability.
Do you need an estate planning attorney in Oakland, CA? Von Rock Law offers different options for you, regardless of the size of your wealth or the number of beneficiaries.
With this plan, you can choose who will manage the trust after your death or how you want to distribute your assets to your successors.
Does your estate exceed the tax threshold, or are you looking for sophisticated planning solutions? This plan has everything you need! Also, if you choose this option, we can help you with other issues, such as multiple real estate holdings and blended families!
With this plan, parents get authorization to make medical, financial, or legal decisions on behalf of their 18+ children.
If you want to start your estate planning process to protect your wealth and loved ones, give us a call and tell us your story today!
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.