Estate Planning

Estate planning is the process of setting up documents to ensure that you are provided for during your lifetime (in the event of incapacity) and that your assets are distributed according to your wishes after you die. A typical estate plan consists of a trust, will, durable power of attorney and health care directive, as well as other documents.

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You will be appointing individuals to act as your successor trustee, executor, attorney-in-fact, and health care agent. You should give careful consideration to an appropriate choice for successor trustee, as well as whether you want more than one person to act as co-trustees. We take the time to know your individual circumstances so that we can help you make appropriate decisions for your plan.

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It is vitally important that you fund your trust. We ensure that any real property that you own is transferred into the trust. We also will advise you with the appropriate way to handle any business interests you might own.

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A trust has to be managed. After you set up your trust you are the trustee during your lifetime. If you can no longer act because of incapacity, or upon your death, a new trustee will take over.

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A trustee’s duties are to manage the trust assets, pay the debts of the trustee, and distribute the trust according to the terms of the trust.  Along the way a trustee has an obligation to keep the trust beneficiaries informed about the administration of the trust.

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A trustee occupies that position in a fiduciary capacity, which imposes certain obligations. A trustee must follow both California law and the terms of the trust in the administration of the trust. It is important that a trustee retain an attorney to guide them through this process.

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Estate planning is the process of setting up documents to ensure that you are provided for during your lifetime (in the event of incapacity) and that your assets are distributed according to your wishes after you die. A typical estate plan consists of a trust, will, durable power of attorney and health care directive, as well as other documents.

​

You will be appointing individuals to act as your successor trustee, executor, attorney-in-fact, and health care agent. You should give careful consideration to an appropriate choice for successor trustee, as well as whether you want more than one person to act as co-trustees. We take the time to know your individual circumstances so that we can help you make appropriate decisions for your plan.

​

It is vitally important that you fund your trust. We ensure that any real property that you own is transferred into the trust. We also will advise you with the appropriate way to handle any business interests you might own.

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Call the Aubry Law Firm today!

to speak with a dedicated legal professional from our team.

 

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