Choice of hourly rate or flat fee:
- If you are a well-organized person, the hourly rate is recommended, although it is of course your choice and can be discussed at your initial meeting.
- All documents listed below are provided for either hourly or flat fee.
Documents included for a single person:
- Will
- Revocable Living Trust
- Certificate of Trust
- General Assignment
- Power of Attorney (to take care of your finances if you become incapacitated)
- Advanced Health Care Directive
- One California real estate property transfer
Documents included for a married couple:
- 2 Wills
- Revocable Living Trust
- Certificate of Trust
- General Assignment
- 2 Power of Attorney documents (to take care of your finances if you become incapacitated)
- 2 Advanced Health Care Directives
- One California real estate property transfer
Additional estate planning opportunities:
- Insurance Trust (this is irrevocable and provides that insurance proceeds pass outside the trust estate)
- Grantor Retained Annuity Trust (transfer assets to your children while retaining use of the assets for a set period)
- Charitable Trust (leave assets to your favorite charities while retaining income or principal for your family)
- And other advanced estate planning techniques
Why estate planning to protect your loved ones is important:
If you have children …
It is very important to arrange for financial guardians as well as guardians of the children themselves.
If you do not have children …
You want to make sure that you are leaving your money to whom you want.
Watch this 4 1/2 minute video to learn why, particularly in California, a will is not enough:
The law offices of Mitchell R. Miller can help you with these important issues. Email Mitch at mitchmiller@mrmillerlaw.com or call his offices at 310-277-1848.