In the intricate realm of trusts and estate plans, disputes can often arise, necessitating the expertise of a seasoned legal professional. In Petaluma, CA, securing the services of a trusted trust attorney is crucial, and at Von Rock Law, we stand ready to champion your cause.
At Von Rock Law, our accomplished attorneys bring a wealth of experience in navigating the complexities of California trust and estate laws. Rely on us to handle your case with precision and dedication, ensuring that your trust administration and litigation matters are adeptly managed.
Embarking on the trust and estate process alone is a formidable challenge. Entrust your journey to our compassionate and skilled attorneys at Von Rock Law, who can guide you through every aspect. Some of the key services we offer include:
Recognizing the unique aspects of each case, we allocate ample time, energy, and resources to every client. Our trust administration services are provided on an hourly basis, ensuring personalized attention to meet your specific needs.
As a trustee, you carry significant responsibilities in fulfilling legal duties related to the distribution of trust assets to beneficiaries. Our trust attorneys are here to alleviate your burden, working alongside you to ensure compliance with California law and the proper execution of your duties.
For beneficiaries grappling with challenges related to a trustee’s obligations, our skilled professionals provide guidance and assistance. In cases where a trustee falls short of their responsibilities, we can help beneficiaries determine the most suitable remedy, including the potential removal of the trustee.
Should you seek to modify the provisions of a trust, our trust attorneys in Petaluma, CA, are prepared to guide you through the process. We will work collaboratively to petition the court for necessary modifications or cancellations. Our experienced legal team is well-versed in settling cases both in and out of court, with a primary focus on minimizing stress for our clients.
Benefit from the extensive experience of our knowledgeable trust attorneys at Von Rock Law. Whether you are entangled in a trust administration dispute or facing litigation, trust us to advocate for your rights. Contact us today at (866) 720-0195 to schedule a free consultation with one of our legal experts. Your peace of mind is our priority.
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.