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Estate and Will Planning

Secure your assets, protect your future and care for your loved ones through a comprehensive and personalized estate plan.

Estate planning is a package built on the foundation of a revocable living trust or a will.  And here at JV Law Offices, we recognize that detailed and complete estate planning is crucial to protect your assets and speak your voice when you are no longer able.  A comprehensive estate plan is more than a stand-alone trust.  It includes such documents as pour-over wills, durable powers of attorney, and advanced healthcare directives reflective of your specific needs and those of your family.

As an estate and will planning law firm, we understand that estate planning goes beyond legal paperwork and attorneys.  It is an emotional journey and tribute to your legacy, protecting all you have and those you love.  We are a law firm that tailors our estate planning program to your specific needs.  We craft a comprehensive and legally binding set of documents that are reflective of your situation, while minimizing tax obligations and legal fees.  We are a boutique estate planning firm…our plans will suit your needs so that your legacy lives well beyond your life.

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Restatements and Amendments

JV Law Offices understand that life changes with time, and thus, plans may need to be updated to reflect such changes.  Through our comprehensive estate planning, we prepare the initial documents that comprise your estate plan and assist in modifications to your existing plan as necessary.  As life happens, JV Law Offices is with you, tailoring your plan to reflect your current circumstances.

JV Law Offices - Comprehensive Estate Planning Attorney

Restatements and Amendments

JV Law Offices understand that life changes with time, and thus, plans may need to be updated to reflect such changes.  Through our comprehensive estate planning, we prepare the initial documents that comprise your estate plan and assist in modifications to your existing plan as necessary.  As life happens, JV Law is with you, tailoring your plan to reflect your current circumstances.

Estate Planning FAQs

Understanding the different components of a comprehensive estate plan provides a deeper appreciation of their importance and how they help finalize your wishes when you are gone.  We at JV Law Offices educate our clients, because knowledge provides comfort and relief that your voice will be heard.  Please explore some of the most common FAQs below:

A Revocable Living Trust is an estate planning document that allows you, upon your death, to transfer your estate to your intended beneficiaries without court intervention.  It enables JV Law Offices and your beneficiaries to avoid probate court and override the state’s intestacy laws.  Book your consultation with JV Law Offices today! Let us protect your assets and loved ones!

A Revocable Living Trust can protect your assets from Medi-Cal, assuming those assets are properly titled in the name of the trust.  When you work alongside JV Law Offices, we will keep you apprised of the latest legislation affecting your trust, and will work with you to ensure your assets are protected.  Contact us today for your consultation and to learn more.

A Pour-Over Will serves as a back-up protection for any property that was not appropriately transferred to the Living Trust during the creator’s lifetime.  Upon death, it essentially “pours over” property not included in the original trust into your trust to avoid complicated probate court proceedings.  JV Law Offices will review your existing documentation to ensure that all of your property is protected and that probate court is avoided where possible.  Contact our offices today to learn more!

A traditional Will is a legally enforceable document that states how your estate and affairs will be handled upon your passing.   A Living Trust, on the other hand, works in conjunction with a Pour Over Will and provides further guidance for how your estate and assets will be handled and it protects them in the interim.  A Living Trust is an essential part of your Estate Planning package.  Contact JV Law Offices today to ensure you have the proper documentation in place to protect all you love.

A Durable Power of Attorney is a legally binding document in which you give authority to a third party to manage your affairs in the event you are unable to do so.  This document has no set time.  It becomes effective immediately upon incapacitation and expires at death.  Let JV Law Offices be your voice when you are no longer able to express your wishes.  Contact our offices today and start your journey to protect you and your loved ones when you can no longer do so.

An Advanced Health Care Directive, or a Living Will, informs physicians and family members of your health care wishes when you are unable to make medical decisions.  Through this document, you name the individual who will be your voice regarding your preferences in medical treatment and interventions.  It can provide guidance for life-sustaining measures, but also in such areas as nutrition, hydration, resuscitation, and organ donation.  An illness or injury can create severe stress on you and your loved ones.  You are not alone!  Contact JV Law Offices today and let us protect you.  We will be your voice when you cannot speak.

A HIPAA Waiver is a legal document that allows an individual’s health information and/or records to be disclosed and released to a third-party, as required under the Health Insurance Portability and Accountability Act (HIPAA).  These third parties include, but are not limited to, researchers, attorneys, family members and health care providers.  JV Law Offices offers HIPAA Waivers, when necessary, in our comprehensive Estate Planning package.  Contact us today to learn more!

A guardian is an individual (non-parent) designated to care for and make decisions for a child.  These include, but are not limited to, providing food, clothing, and shelter, as well as the educational and medical needs of the child.  A guardian essentially provides for the child’s safety and nurtures them physically and emotionally.  A Nomination of Guardian document will place the individual you choose to care for your children.  Contact JV Law Offices today for a consultation and to learn more about the importance of this document.

Yes, a Living Trust may be changed, modified, amended, or revoked, provided the Living Trust is revocable and the amendments/modifications/revocations are done during the lifetime of the said individual.  Changes, modification, amendments, or revocations may be dependent on the terms outlined in the initial trust, but these are expected.  Most individuals that draft a Trust will modify it multiple times over the course of their lifetime.  Therefore, it is important to work alongside JV Law Offices to ensure the proper procedures are in place, to protect your assets and your loved ones when life changes.  Schedule your consultation today!

Please contact us to learn more and to start your comprehensive plan today!

Download Our Comprehensive Estate Planning Checklist

JV Law Offices can provide you with a comprehensive estate planning checklist, so that you can have a better understanding on what you need to protect your assets and your loved ones.  Contact us today for your consultation and to learn more!

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