Trusts

Why Choosing the Right Estate Planning Attorney Matters

Navigating the complexities of estate planning can be overwhelming, especially when you're thinking about the future of your loved ones. That’s why it’s essential not to relinquish your estate plan to just any attorney. You’ve dedicated your life to building your estate, and it deserves the utmost care and attention.

Selecting an attorney is about more than just searching online; it’s about finding someone you can trust—someone who will treat you and your family's needs with compassion and respect. You deserve a lawyer who understands that estate planning is not just a transaction but a personal journey that requires a deep understanding of your unique situation.

That’s precisely what sets our practice apart. Being on the younger side, it’s our mission is to grow alongside you and your family for long into the future.

We take the time to get to know each individual or couple intimately, ensuring that your specific needs are not only heard but prioritized. Whether you are a new family buying your first home, an up-and-coming professional, or someone considering guardianship or conservatorship, we are here to offer guidance tailored with your goals in mind. We recognize that each client's journey is unique, and our goal is to provide personalized, client-driven solutions that reflect your values and aspirations.

With a commitment to accessibility and reliability, we strive to make the estate planning process straightforward.

Allow us to support you in securing your legacy and providing for your loved ones.

Together, we can build an estate plan that gives you peace of mind for years to come.

Start Creating Your Plan Today

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Stonewood Law

Why an Estate Plan is Essential for Your Peace of Mind

Establishing a comprehensive estate plan isn’t just about distributing your assets; it's about securing peace of mind and protecting your loved ones. With an effective estate plan in place, you can:

Avoid the Time and Costs of Probate: Navigate the complexities of transferring your assets smoothly and efficiently, saving your family from the financial burden and lengthy process of probate.
Ensure Your Wishes are Honored: Clearly outline your desires for asset distribution, guardianship for dependents, and healthcare decisions, ensuring that your intentions are upheld.

Provide for Your Loved Ones: Safeguard your family’s future by making sure they are taken care of, reducing the risk of disputes and misunderstandings during a difficult time.

Adapt to Life Changes: Life is ever-changing—an estate plan allows you to update your wishes as your family grows, your finances evolve, or your priorities shift.

CONTACT STONEWOOD LAW NOW

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At Stonewood Law Group P.C., we pride ourselves on taking the time to come up with the right fit and a custom plan, creating a comprehensive set of instructions for your wishes both during life and after.

There are many components to a rounded-out Estate Plan, some of which include:

Wills

HIPPA Release and Advanced Medical Directives

Trusts

Nomination(s) of Guardianship

Power(s) of Attorney

Assignments of all Property to Trust

Deed Recordation, funding and the proper titling of assets – it’s essential that any Trust be funded for it to be recognized as valid Trust in California. To avoid reassessments on your home and other unintended drawbacks from not filing items correctly, it’s important you have an experienced hand managing and walking you through each step.

Comprehensive Estate Plan