The Law Offices of Annette Dawson-Davis is an Estate Planning law firm located in Camarillo, California. She specializes in providing individuals and families with comprehensive estate planning services. Creating and implementing a thoughtful estate plan, customized to meet your individual needs.
Providing More Than 20 Years of Experience
One of the best gifts you can give your family is a well organized and easily transferrable estate. A living trust accomplishes this because it avoids the expense of a public probate.
5 essential documents to complete your estate plan
ADVANCE HEALTH CARE DIRECTIVE
Appoints an agent to talk for you if you cannot speak for yourself. It can give instructions about your health care and make your wishes known.
GENERAL DURABLE POWER OF ATTORNEY FOR FINANCES
Authorizes your “attorney in fact” to handle your bank and financial accounts if you lack capacity, are unavailable, or are unable to do so for yourself. If no pre-arrangements have been made for incapacity, the court will grant a conservatorship. This process is expensive and intrusive because the conservator must seek ongoing court approval.
WILL
Authorizes your “attorney in fact” to handle your bank and financial accounts if you lack capacity, are unavailable, or are unable to do so for yourself. If no pre-arrangements have been made for incapacity, the court will grant a conservatorship. This process is expensive and intrusive because the conservator must seek ongoing court approval.
LIVING TRUSTS
Avoid probate if assets are in the trust when the trust maker dies. The trust maker controls the property while they are able. If the trust maker becomes incapacitated, the successor trustee takes over making decisions. Real property must be transferred to a living trust with a deed.
BUSINESS SUCCESSION DOCUMENTS
Business owners need planning to provide for the continuation of the business, provide liquidity for owners, minimize transfer taxes and provide for family members.
Don’t wait until a crisis occurs before contacting an experienced probate and estate planning attorney. By drafting clear legal documents, this will ensure that your future health care and end-of-life medical decisions are followed, and that conflicts among your heirs are minimized. Having your estate in order can help you avoid a costly and lengthy probate process, when possible.