“Have the courage to follow your heart and intuition. They somehow already know what you truly want to become.” Steve Jobs
“A mother’s love for her child is like nothing else in the world. It knows no law, no pity, it dares all things and crushes down remorselessly all that stands in its path.” » Agatha Christie
A customer needed a living trust done, and he had a deadline. I met with him, and he said that he needed the complete Trust Package: Living Trust, Certificate of Trust, Declaration of Trust, Pour-Over Will, Advance Health Care Directive, Durable Power of Attorney, HIPAA Waiver, Schedule of Assets, Assignment of Personal Property, Personal Property Distribution, Summary of Estate Planning Provisions, Summary of Fiduciaries, Final Instructions, Letters to Financial institutions, his client information sheet, and also a Trust Transfer Deed. I prepared the complete Trust Package for him in less than twenty-four hours. He received it the day after our meeting. He was happy that he received it before his deadline.
Oftentimes, people do not serve the respondent properly. This error can lead to delays, or even worse, dismissal of your case. Contact us for help during this procedure.
This is a good time to revisit your estate plan. Have you taken steps to control your estate taxes after your passing? Your family will be saved a lot of heartache. Have you taken steps to avoid the cost of probate? Probate can be very expensive. Take a look at what your estate could be saved if you set up a living trust. Call us with your questions, 925 577-4736.
A common mistake many people make is not updating their estate plan. This could be very costly for your family.
Families change over time. Divorces, marriages, births or deaths may mean that you want to change your estate plan. Beneficiaries may need to be changed. To prevent problems that could lead to expensive court costs, update your plan.
Your plan should have a current durable power of attorney. Without one, an expensive conservatorship over your assets may be necessary.
Consult an attorney for legal advice. Your documents may be changed by Atlas Document Preparation Services using our professional legal software.
If you have moved, you need to notify the court of your new address. Not doing so may cause you to miss an important court date, and your case could be dismissed.
A common mistake on forms is leave blank spaces where questions need to be answered. This can cause your paperwork to be rejected, delaying your case. For example, on the Proof of Service, many people forget to write in the Date and Time of service. Check everything.
I recently helped a client with Probate. His parent had no estate plan. Thinking you do not need a plan can be a big mistake, for finances as well as asset distribution. Call me for some attorney approved Estate Planning information.