In the heart of Palo Alto, where innovation and excellence thrive, your future deserves nothing less than meticulous planning and expert guidance.
At Von Rock Law, we are your trusted partners in securing your family’s legacy, managing your assets, and safeguarding your wishes through our dedicated Trust Attorney services.
In the realm of trust planning, every detail matters. Our team of experienced Trust Attorneys in Palo Alto, CA, is committed to listening, understanding, and addressing all your questions and concerns. We’re here to provide the clarity and confidence you seek.
We take pride in being active members of the Palo Alto community, and our commitment extends beyond our legal practice. Supporting our neighbors, schools, and local businesses is at the core of what we do. When Palo Alto thrives, we all prosper.
Your decisions today will shape the future of your loved ones. At Von Rock Law, we recognize the profound impact of our work and prioritize your family’s well-being in every trust we craft.
Choose Von Rock Law, and you will benefit from a wealth of experience. Our Trust Attorneys bring over 60 years of combined legal expertise to Palo Alto. We are well-versed in the intricacies of trust planning and possess an in-depth understanding of the unique needs of Palo Alto residents.
When you entrust us with your trust planning, you’re not just hiring an attorney; you’re gaining a dedicated team committed to your success. We collaborate seamlessly to provide comprehensive solutions that grant you peace of mind and secure your assets and loved ones’ future.
Diversity is our strength, and inclusivity is our commitment. Von Rock Law welcomes clients from all walks of life, ensuring everyone in Palo Alto and beyond feels valued and respected in our legal practice.
Von Rock Law’s Trust Attorney services in Palo Alto, CA, encompass:
Trust Creation and Adaptation: Crafting tailored trusts to align with your unique objectives and adjusting them as your circumstances evolve.
Trust Administration: Ensuring that your trust is administered flawlessly and in strict accordance with your wishes, whether you’re a trustee or a beneficiary.
Trust Litigation: Resolving trust-related disputes with dedication and professionalism, protecting your best interests throughout the process.
Trustee Guidance: Assisting trustees in fulfilling their roles and responsibilities effectively, ensuring the smooth administration of your trust.
Estate Planning: Seamlessly integrating trusts into comprehensive estate plans to secure your family’s financial future.
When you need a Trust Attorney in Palo Alto, CA, who listens attentively, values community engagement, and prioritizes your family’s future, Von Rock Law is the name you can trust.
Contact us today to schedule a consultation and take the first step toward securing your assets and your family’s legacy.
Contact Von Rock Law today to discuss your trust planning needs in Palo Alto, CA.
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.