ESTATE PLANNING

Living Trusts, Probate, Power of Attorney, Wills, Living Will, Conservatorship, Guardianship and Medical Directives

What is Estate Planning?

The purpose of estate planning is, to preserve accumulated assets from a lengthy Probate system and avoid unnecessary taxes.

The main document involved is a Living Trust which ensures that assets go directly to the Beneficiaries, typically the Trustors’ children. The process of succession is not only swift but also private and does not involve any court proceeding. It therefore saves a lot of money for the parents’ heirs.

As part of our portfolio of estate preservation documents, King, King & King provides a Pour-Over Will which serves the purpose of transferring assets, inadvertently left out of the Trust, into the Trust, and also Durable Powers of Attorney for Assets, an Advance Health Care Directive and a Nomination of Conservator to appoint a person who will take care of the Trustor’s assets and person in case of incapacitation.

Trusts are not just for the very wealthy.  Everyone needs one if heirs are to be spared the traumas of the Probate system. 

As Donald Trump puts it: “Everybody needs a Living Trust.”

Where We Serve

Located in Pleasanton, California, we proudly serve all nine Bay Area counties including Alameda County, Contra Costa County and Santa Clara County.   Additionally, we have helped people in Dublin, Pleasanton, Livermore, Oakland, San Leandro, Fremont, Hayward, Tracy, Stockton, Walnut Creek, Newark, Union City and other towns and cities throughout California, Utah and in many other states. Please call us and let us help you today.