Sacramento Estate Planning Attorney

Contact us

Did you ever hear? “If you have a Will or a Trust, can prevent too many problems if you die, so make sure to have one” the theory about the statement is right. Everyone should have at least a Will, a better idea is to have a Will and a Trust. These documents will set forth whatever you desire to happen with your estate after you die. Now, some things have to happen – a notify government agencies, debt payments, or any other than that, simply speaking, you will set the names of your beneficiaries and what they will receive in your Will and Trust. It is very imperative that your situation warrants something other than the regular equitable distribution between your children and/or beneficiaries.

A well-done Will and Trust are key.  Sadly, there are numerous opportunities in the process of preparing a Will and Trust for mistakes to be made – mistakes that will cause a lot of issues long after you are gone.  Using fill-in-the-blank forms welcomes missing information and changes your intent when read by an attorney or judge after the fact.  Using a non-attorney document preparer who forgets to include clauses necessary to effectuate your intent.  Using a template online that you did not know was meant for a different state.  Forgetting to include some of your assets because you mistakenly thought they already had a beneficiary designation.  The list of possible pitfalls can go on and on.

How A Sacramento Estate Planning Attorney  Can Help Me?

Our Sacramento estate planning attorney at The Sterling Law Group, A P.C. besides of making estate plans for our clients, also litigates the ones that were defective in different ways.  This means, that we know the mistakes we need to avoid more than attorneys who have never stepped foot in a courtroom.  Our attorneys evaluate your situation and prepare a plan that will satisfy your intent making sure it won´t be any problem leading your beneficiaries to go to a courtroom.

Our estate plans are comprehensive and will include:

  • An Advance Health Care Directive for you (and your spouse);
  • A Durable Power of Attorney for you (and your spouse);
  • A Health Insurance Portability and Accountability Act (“HIPAA”) Release for you (and your spouse);
  • A Pour-Over Will for you (and your spouse);
  • A Property Memorandum for you (and your spouse);
  • A Family Revocable Living Trust;
  • A Certification of your Family Revocable Living Trust; and,
  • A Trust Transfer Deed for your principal residence.

We can add into your plan your interests in a business, any house or property you may own, timeshares, etc. We also create assignments to Trust for your most valuable assets, fine art, fine jewelry, and collectible cars just to mention some. We consider every single aspect of your estate to construct your plan.

Once you have an estate plan in place, we can update it as often as you wish.  Although California law states that an Advance Health Care Directive, Durable Power of Attorney, and HIPAA Release are effective upon signing and until you revoke them, we have clients who have encountered a great deal of resistance from a health care provider or financial institution when presented with “older” documents.  Therefore, we recommend that you “refresh” your Advance Health Care Directive, Durable Power of Attorney, and HIPAA Release at a minimum every 3 – 5 years.

The making of your plan will consist of an initial appointment, completion of an estate questionnaire, review of drafts, possible additional appointment to clear up any questions or concerns, a signing appointment, and receipt of the deed(s).

Contact a Sacramento Estate Planning Attorney Near You

At The Sterling Law Group, A.P.C. our Sacramento estate planning attorneys are ready to help with your estate planning needs or litigation in case need it. Don´t hesitate to contact us now and schedule a free consultation at (916) 790-0852, serving Sacramento, CA, & nearby residents.

 

Request a Free Consultation

Contact us today online or call 916-619-1995 for a consultation to discuss your concerns and learn more about our legal services.

    Our Attorneys had experience in Litigation and Business and can handle your matters aggressively, expeditiously, and efficiently so you have a successful resolution.

    Do not hesitate to reach out to our Estate Planning attorneys from The Sterling Law Group, A.P.C. to handle carefully every aspect of your case.

    Probate should be avoided, but is a process that must occur if your loved one has passed without a will or trust. Our knowledge of the process will allow avoiding many obstacles.

    To ensure no issues arise during the Trust Administration process, our attorneys can assist you through this step and obtain the best results possible.

      The Sterling Law Group and Stephen Slocum have represented my family more than once and provided us with excellent service. From early 2015 through early 2016, Mr. Slocum was...

      Kim and Jeff

      I had just lost my father by an unexpected illness and was named the trustee of his estate my emotions were fresh and discord was alive and well within the family unit left b...

      Tonya Lofton

      The team at The Sterling Law Group was there at the right time when I needed them. They were honest, wasn’t there to take my money and most importantly, kept me informe...

      Mmareka D

      This is the first time I used The Sterling Law Group and I would not hesitate to recommend them. Everyone from the front office staff to the attorneys handling my account wer...

      Beler Watts, Jr

      They are very skilled and professional Lawyers. They successfully helped me with my case. Thank you.

      Daniel

      Steve was very professional when it came to conservatorship. He helped me out of a tough situation and I appreciate him stepping in.

      Marek Cole

      Wonderful Staff and they know their stuff, great to work with, I would recommend to anyone and everyone!

      Sherrine

    Areas We Serve

    You deserve the best Roseville Legal Services that can evaluate your situation and advise you on a comprehensive strategy that is aggressive, expeditious, and cost-effective.

    You deserve the best Sacramento Legal Services that can evaluate your situation and advise you on a comprehensive strategy that is aggressive, expeditious, and cost-effective.

    You deserve the best Sutter Legal Services that can evaluate your situation and advise you on a comprehensive strategy that is aggressive, expeditious, and cost-effective.

    You deserve the best  El Dorado Legal Services that can evaluate your situation and advise you on a comprehensive strategy that is aggressive, expeditious, and cost-effective.

    You deserve the best Yolo Legal Services that can evaluate your situation and advise you on a comprehensive strategy that is aggressive, expeditious, and cost-effective.

    You deserve the best San Joaquin Legal Services that can evaluate your situation and advise you on a comprehensive strategy that is aggressive, expeditious, and cost-effective.