QUESTION
What documents do I need for my estate plan?
Asked on Mar 22nd, 2017 on Estate Planning - California
More details to this question:
I'm a new mom, married, and own a home. I don't have much time or money right now but want to make sure I get the right stuff done. Is there anything I can do now and then what can I do later?
1 ANSWER
Estate Litigation Attorney serving Redlands, CA
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The best thing to do is to talk with an estate planning attorney to get it done correctly. Your attorney should draft an estate plan that will avoid a probate proceeding at your passing and avoid any conservatorship proceedings in the event of your incapacity. Although there will be axcillary documents, the core documents of an estate plan will include (1) a will, (2) a revocable living trust, (3) a durable power of attorney, and (4) an advance health care directive. You should also be transferring your home to the trust. Call an estate planning attorney for a full consultation.
Answered on Mar 24th, 2017 at 9:34 PM