Creating An Estate Plan In Santa Ana, California

Will and testamentThis is the first post which will discuss the creation of estate plans in Santa Ana, California. This topic becomes increasingly important as more and more baby boomers retire in our area. We are writing on this subject so that people may understand the importance of estate planning and so that they may make an informed selection of an attorney to assist them. If you are in Orange County and have questions about the process then contact our office today to speak with a lawyer.

We will be addressing several topics over our coming articles. Issues which we will analyze include:

  • The consequences of dying without a will
  • The need for medical and financial powers of attorney
  • The benefits of forming a Trust as part of your estate plan
  • Updating your plan as time passes

These issues impact people in several ways. First, dying without a will in California means that an estate will be considered “intestate” and that the assets may be distributed in a way that is inconsistent with the wishes of the deceased. Second, having powers of attorney in place can help to ensure that there is less family infighting during a time of crisis. Third, having a Trust is one of the better vehicles for leaving assets to an heir, who you may feel is irresponsible, or in need of supervision. Finally, keeping your plan up to date can to prevent problems created by events which occur in between the original drafting of one’s will and their death.

When making arrangements for the future it is crucial to retain a lawyer experienced in handling such matters. Experienced counsel can help you to consider possibilities which you may not have previously thought of. These possibilities, in turn, may present unforeseen problems and your attorney can assist you in finding solutions. Glen Duvel is an Orange County estate planning attorney who has extensive experience in handling such matters and is able to assist you. Contact our Santa Ana office today to schedule an initial consultation.

We also service Aliso Viejo, Anaheim, Buena Park, Costa Mesa, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, Ladera Ranch, Laguna Beach, Lake Forest, Laguna Niguel, Laguna Hills, Mission Viejo, Newport Beach, Orange, Placentia, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Tustin, Westminster, and Yorba Linda.


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