 Neal & Associates understands that facing end of life issues can seem overwhelming. But we believe that you can never be too young – or too old – to plan for life’s changes, whether they be financial or medical.
Without an estate plan, the State of California will determine how your assets are distributed. Further, some estates may face heavy taxes in the absence of a proper plan. We offer a comprehensive package of estate planning services that will enable you to fully control your assets while you are living, and ensure they go to the people and charities you care about most after you are gone.
Gaining a clear picture of your values and goals is the first and most important step in the planning process. And with one in-office appointment and for a single flat fee, you can have a complete estate plan: trust agreement, advanced medical care directive (formerly "durable power of attorney for health care"), community property agreement, and documentation transferring real estate and personal property into your trust.
If your life changes, so can your trust – without any additional charge.
Should it be necessary for you to probate a will (the legal process of administering the estate of a deceased person by resolving all claims and distributing the deceased person's property), we have an efficient process to file all necessary documents with the Court after a meeting and follow-up phone calls.
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