Our team is committed to assisting our clients in San Rafael, CA, to tell their stories while protecting their material and intellectual assets.
We understand how important it is to preserve your most precious memories and experiences, from whom you loved to how you lived. Therefore, we help you develop a comprehensive estate planning strategy to pass your belongings on to your family’s next generations.
Some things in life are inevitable, and death is one of them. However, we know you want to protect your loved ones even when you are not there. Our personalized services offer you the right solutions to meet that goal.
We can lend you a hand if you’re looking for an experienced estate planning attorney in San Rafael, CA! Our team can help you devise the perfect customized financial plan and authorize individuals or organizations to make crucial decisions in the event of death or disability.
Von Rock Law’s estate planning experts will always consider your needs and goals to define an effective strategy, whether you want to transfer your wealth to your loved ones or find the best way to protect them forever.
Besides giving you all the tools you need to transfer your assets to your successors, we also make the process easy!
To help you design a well-thought-out estate plan to preserve your wealth and protect your family, we do our best to offer a hassle-free and time-saving process. Therefore, we include the following legal documents:
This document designates a trustee and specifies who can control your valuable goods and assets.
We help define and set your wishes regarding how wealth or belongings should be handled and distributed after your passing.
Our team can also help you determine who can make critical medical decisions if you become disabled or pass away.
If there comes the point when you cannot make those decisions, this document outlines your desires and who might have the final say in your medical matters.
With this document, you can choose a trusted individual or organization to act on your behalf if disability or death doesn’t allow you to do so.
If you’re looking for an experienced estate planning attorney in San Rafael, CA, Von Rock Law offers different alternatives for any wealth size and beneficiary.
This plan allows you to determine who can manage the trust after your passing or how you want your wealth distributed.
The Delux Custom Estate Plan is an improved version of the custom estate plan designed for those seeking solutions for sophisticated planning needs or who have assets exceeding the tax threshold.
Our deluxe custom estate plan is also ideal for those who want to address issues related to blended families, citizenship issues, and multiple real estate holdings.
This plan is perfect for 18+ people with minimal estate planning considerations who want to grant legal authorization to their parents to act on their behalf.
Do you want to protect your future, family, and wealth? Give us a call, get a free consultation, and start your estate planning process 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.