Jennifer Brown Inc.
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In addition to the standard Revocable Living Trust plan, we can assist with customized trusts for minor children and Special Needs Trusts for individuals with disabilities. There are a variety of planning tools available to customize a plan to meet your individual needs.
A Will is a necessary part of modern-day estate planning. If you have limited assets, a “Simple Will” may be all you need to ensure your wishes are followed upon your death. If your estate contains more valuable assets, a Living Trust plan will include a “Pour-Over Will” to capture assets left out of a Trust and direct them back to the Trust. The Pour Over Will is used to ensure that your trust plan will still succeed, even if Court intervention is needed.
If you have minor children, you need to know that you have selected the right person to have custody and legal authority over them should you pass away prior to their adulthood. A Guardianship nomination allows you to do just that. We include guardianship nominations within a Will.
This document provides the peace of mind that every individual needs. The Directive allows you to name a health care decision-maker to act on your behalf if you are unable to make your own medical decisions.
The directive guides your selected agent with your specific wishes for things like organ donation, end-of-life wishes, religious preferences, and after-death burial or cremation instructions. Every adult should have an Advance Health Care Directive.
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That means, once you create the trust, you will need to re-title your assets into the name of the trust. This step is required for your trust to function properly, and many attorneys fail to emphasize this or provide any instructions to their clients about how this is done. We will assist you with this process and will give you all the tools you need to succeed.
After your death, we work alongside your Successor Trustee to implement your wishes in accordance with California law and the terms of your estate plan. Trust administration generally includes sending the required notifications to beneficiaries and creditors, marshalling / inventorying trust assets, preparing the trust accounting and coordinating asset distributions to beneficiaries. Winding up a decedent’s affairs can be confusing and overwhelming, but we are here to help.
If an individual passes away with minimal assets (with value under the probate threshold, set at $166,250.00 by California law) and no real estate is vested in their name, it may be possible to utilize a non-probate asset transfer procedure to allow the rightful heir(s) to take title to the asset. We can help you prepare the necessary form and direct you accordingly.
If you or your loved one die without a trust, and there was no other named co-owner or beneficiary on a specific asset, and if the asset(s) total(s) more than $166,250.00, the probate threshold as set by California law, then a Probate action must be filed with the Court. We will work with your Executor (if there was a Will) or Estate Administrator (if there was no Will) to navigate the Court proceedings, appear at hearings, and keep track of all statutory timelines and requirements through the conclusion of the probate when the Judge renders the final Order.
Small Estate Affidavit, Petition to Determine Succession to Real Property; Spousal Property Petitions
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