Help With Your Estate
Whether you are a Millenial or a Baby Boomer, it is imperative you think about planning for your future.
Any of our Virtual Estate Planning Packages can help you gain the protection you and your family need.
Download a Free Copy of
"34 Common Mistakes of Estate Planning"
By Filling Out the Form Below
How Can An Estate Planning Attorney In California Help?
Estate planning is the process of organizing your personal and financial affairs to be prepared in the event of disability and to arrange for the orderly transmittal of your property to your intended beneficiaries. The key is to fashion a plan specifically designed to your needs and desires. We work with our clients, taking the time necessary to ascertain those needs and desires, and to explore various ways to implement a tailor-made estate plan.
Estate planning can be complex for numerous reasons: there may be complexity due to the state and/or federal tax laws; there may be a need to protect resources for minor children and to construct a mechanism for those children to increasingly step into the responsibility of handling their inheritance as they reach maturity; there may be a desire to protect assets from an heir’s potential creditors; there may be concern for caring for a special needs child; concerns may arise due to a second marriage and the need to balance providing for one’s spouse with caring for children from an earlier marriage. Proper estate planning involves understanding a client’s unique circumstances and constructing a plan that will cover a client’s specific concerns.
Some of the documents your estate planning attorney in San Diego can prepare are: simple and complex wills, revocable trusts, life insurance trusts, special needs trusts, family partnerships, charitable remainder trusts, powers of attorney, health care directives, and many other documents.
Schedule a free consultation
Easily set up a phone or video consultation
We Draft your documents for you
We draft the forms you requested and go over them and explain every aspect of them to ensure you are getting exactly what you are looking for.
Sign and fund
When we are done we send you the documents for notarizing and signature.
We can also assist with funding if you choose to.
Is Virtual Estate Planning Safe and Confidential?
Yes absolutely. We utilize the latest technology to ensure end to end encryption to preserve the confidentiality of your information.
After we begin representation you will be given access to our secure client portal where you can review documents, make suggestions, and speak with our attorneys.
Nurses & Essential Workers
Arete Law is proud to support our front line workers by offering free estate planning services
As a way to express our gratitude for those who have been working tirelessly during the COVID-19 pandemic, we are offering free drafting of estate plan documents for essential workers.
The documents include:
Financial Power of Attorney
Advanced Health Care Directive