A coordinated plan for your family, property, healthcare wishes, and legacy.
Estate planning helps California families organize how assets are managed during life and transferred after death. A complete plan may include a living trust, will, powers of attorney, healthcare directives, deeds, and beneficiary coordination based on the client's circumstances.
Legal guidance from CJ Fiorelli, J.D. at Beverly Hills Legal Services, LLC.
CJ Fiorelli explains the information and materials to organize when preparing a trust and estate plan. Learn more about trusts and wills.
A California advance health care directive can identify a decision-maker and communicate medical wishes. Learn how the document fits into broader estate planning.
Read the legal insightA practical overview of the core documents families commonly discuss when building a coordinated California estate plan.
Read the legal insightContact our office to discuss how this general question may apply to your specific circumstances.
Contact our office to discuss how this general question may apply to your specific circumstances.
Contact our office to discuss how this general question may apply to your specific circumstances.
California intestacy rules may determine who receives property that does not pass through a beneficiary designation, joint ownership, trust, or another transfer method. Probate may be required depending on the assets and circumstances.