At Von Rock Law, we strive to help our clients in San Jose, CA, tell their life stories, from who they loved to how they lived. Our team understands that effective estate planning impacts your and your loved ones’ future.
Whether you want to protect your family in the event of disability or death or empower the person you trust most to make financial or medical decisions if you can’t, an estate planning attorney in San Jose, CA can lend you a hand!
We offer our clients a personalized estate planning process tailored to their unique situations and circumstances. One of our experienced attorneys will assess your situation and goals, helping you create a comprehensive plan to pass on your wealth and legacy to your loved ones.
Once you start working with us, a reliable estate planning attorney in San Jose, CA, will walk you through every step you need to take to transfer your precious assets, values, and wisdom to your family members.
Do you want to create your estate plan for the first time? Do you need to upgrade the one you already have? Don’t hesitate to contact us! Through our hassle-free planning process, you can ensure your wishes are met while enjoying the peace of mind you deserve.
A well-designed estate plan not only preserves your assets but also protects your family if you die or become disabled. When you work with us, we also go the extra mile to ensure that your estate planning is not subject to probate which can be a time-consuming and costly process.
In addition, our estate planning options includes the following legal documents:
With this legal document, you can put your precious and valuable assets under the control of a trust during your lifetime.
This declaration defines your wishes regarding your property’s or estate’s future after your death.
With this document, you grant an attorney or organization you trust to handle financial and legal affairs on your behalf, even if you are unable to make personal decisions due to your disability.
Do you want to choose who could make medical decisions about you if you can’t make them yourself? With this legal document, you let your healthcare team and your loved ones know what you want!
We can help anyone who would like to work with an estate planning attorney in San Jose, CA, whether they have a substantial fortune or are simply looking for a trusted partner to help allocate their wealth to their beneficiaries. These are options Von Rock Law offers:
With this estate plan, you can appoint successors to manage the trust after your death or distribute your valuable assets effectively and in compliance with your goals.
This improved version of our custom estate plan has been designed for those with substantial assets exceeding the tax threshold or those in need of sophisticated planning needs.
Besides having all the custom estate plan offerings, this alternative also addresses blended families, multiple real estate holdings, citizenship issues, and more!
We also offer a plan for college-aged students or legal-aged people with minimal estate planning considerations. With this option, parents can obtain legal authorization to act for their 18+ children for financial, medical, and legal purposes.
Do you want to start your estate planning process to protect your future? 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.