Services | California | Estate Planning | Trusts | Wills | Probate

Complete Flat Fee Estate Plans, including:

Will

Trust

Advance Health Care Directive

Living Will

Powers of Attorney

With an Estate Plan you can:

Save your family: taxes, probate fees, and a public court proceeding.
Appoint personal representatives to immediately handle your affairs, should you ever be incapacitated.
Be sure that your assets are distributed to the people of your choice, at the time of your choice.
Appoint a guardian for your children.
Express all of your wishes in a legally enforceable format.
Get your affairs in order, and rest easy knowing you have set your family up for success.

Without an Estate Plan:

Your family is likely to pay expensive probate fees, and go through a long public court proceeding to distribute your estate.
Your family is likely to argue, because without an Estate Plan, it is unclear what your exact wishes are.
Your estate will be distributed based on arbitrary laws which might not be consistent with your wishes.
If you were ever incapacitated, your loved ones would have to go through long and difficult court processes to handle your affairs for you.
If you passed away before your child(ren) reach 18 years old, any family member could petition a court to be the guardian of your children.

I can assist you with clearly communicating all of your legal preferences, and creating a plan for your estate. Spending a bit of time and money now by planning saves your family an expensive, confusing headache later. The cost of planning is far less than the costs of not having a plan.

Complete Flat Fee Estate Plans

for individuals and couples, including:

Will(s)

Trust(s)

Advance Health Care Directive(s)

HIPAA Waiver(s)

Deed(s)

Powers of Attorney

With an Estate Plan you can:

Save your family: taxes, probate fees, and a public court proceeding.
Appoint personal representatives to immediately handle your affairs, should you ever be incapacitated.
Be sure that your assets are distributed to the people of your choice, at the time of your choice.
Appoint a guardian for your children.
Express all of your wishes in a legally enforceable format.
Get your affairs in order, and rest easy knowing you have set your family up for success.

Without an Estate Plan:

Your family is likely to pay expensive probate fees, and go through a long public court proceeding to distribute your estate.
Your family is likely to argue, because without an Estate Plan, it is unclear what your exact wishes are.
Your estate will be distributed based on arbitrary laws which might not be consistent with your wishes.
If you were ever incapacitated, your loved ones would have to go through long and difficult court processes to handle your affairs for you.
If you passed away before your children reach 18 years old, any family member could petition a court to be the guardian of your children.

Probate Representation in Santa Clara County

Statutory (set by law, based on size of estate) attorney fees.

Trust Administration Services for California Estate Plans

Hourly attorney fees, total fees based on complexity of the trust administration.

I intend to provide general information, which should not be construed as legal advice. If you are looking for advice on a specific matter, you are encouraged to contact me directly.

Disclaimer:

Elizabeth Mackey-Sall, Attorney at Law, is licensed to practice in the state of California only. If you are from another state, please consult an attorney in that state because the information presented here may be inapplicable or incorrect for states outside California.

The information in this website is solely for informational purposes. The information that you obtain in this website is not, nor is it intended to be, legal, tax or other advice. You should consult an attorney and other professional advisors for individual advice. The information contained in this website shall not create, and the receipt of the information does not constitute, an attorney-client relationship.

To ensure compliance with requirements imposed by IRS Circular 230, we hereby inform you that U.S. Federal tax advice contained in this website is not intended to be used nor has this website been written to be used, and it cannot be used, by any taxpayer for the purpose of: (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. No tax advice is being given by this website for any specific transaction. Taxpayers should obtain advice for a specific transaction, based on that taxpayer's particular circumstances, from an independent tax advisor.