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Introduction to Estate Planning
Estate planning is the process of creating certain legal documents to nominate individuals to act on your behalf should you become incapacitated, to name guardians for minor children if the parents cannot care for their kids, and to direct the disposition of your estate upon your death. It is planning for contingencies and certainties to protect you, your family, your hard-earned assets, and your future.
For most San Diegans, a complete estate plan includes a revocable living trust, a pour-over will, a durable power of attorney for finances, an Advance Health Care Directive, a HIPAA Authorization and Release document, and, for married couples, a property agreement.
In addition, our firm offers our Free Document and Services Package with every new estate plan. The Free Document and Services Package includes instructional letters regarding your trust and accompanying documents, how to fund assets in your trust, and how to address qualified retirement plans and life insurance proceeds now that you have a living trust. The package also includes free communication with our firm regarding your documents while we create them and after the documents have been signed. We do not charge you for asking questions about your documents; we are here to help you understand your estate plan. Last, the package includes a FREE Three Year Review of your documents to ensure they are up to date under the law and that you do not desire any personal changes.
Why Plan with Family Trust Planner?