Wills, Trusts & Estates

Those left behind after one life has completed its course can be a hard time to deal with, especially when legal matters unexpectedly arise afterwards. The best way to avoid this is to be adequately prepared when all parties are still with us. We provide legal document services to help our clients arrange this by offering document assistance with wills, trusts and estates.

Wills, Trusts & Estates Legal Documents 

Serving Santa Barbara and San Luis Obispo Counties

Wills

A will is a document created by an individual to state what they would like to happen with their possessions after they have completed their time on this earth. Our clients will decide what portion of their positions will be distributed to whom. We will help to assist in this legal document process to ensure that their wishes are respected after their departure. A will can be a tricky thing to decide, but our team of professionals who have assisted in many will documents is able to give assistance to our clients to ensure that their wishes are accurately reflected in their will.

Trusts

A trust is something that is created to hold assets, which are then to be released to the beneficiaries in a timely manner. A trust deed is a legal document that is created to hold and protect your assets for the future. Our team of skilled legal representatives is able to assist in creating this legal document, ensuring that all relevant legislative requirements of a deed are covered off in the document. It is always best to have a legal firm that understands trusts to complete the trust deed to ensure that the grantor’s wishes are accurately fulfilled without the potential of loopholes due to missing information in the deed.

Estates

An estate is essentially all the money, property, and assets held by an individual person that make up their net worth. This is what is generally outlined in the will of an individual and then disbursed as the individual person has wished. Our team of legal document preparers is able to assist through the legal documents of estates to ensure that there is no additional added stress at the end of a loved one’s life.

 

  • Living Trust Single
  • Living Trust Joint
  • Trust Amendments
  • Pet Trust (when added to regular Trust)
  • Special Needs Trust
  • Wills & Codicil (Will Amendment)
  • Power of Attorney
  • Advance Health Care Directive

Get Help Today

10 + 6 =