Estate Planning. Our firm will assist you through the entire estate planning process in a thoughtful and compassionate manner. We understand the importance of this process to both you and your family. The scope of our services includes all aspects of estate planning, including revocable living trusts, wills, powers of attorney, and California Advance Health Care Directives.
Probate and Estate Administration.. Attorney Bradley S. Erdosi is experienced in guiding clients through both simple and complex probate and estate administrations. We will make it as easy as possible on you and guide you step-by-step throughout the process to ensure that it is done correctly and efficiently.
- What is Probate?
- What is estate planning?
- What does estate planning do?
- Why should I do an estate plan?
- What does a proper estate plan consist of?
- Revocable Living Trust
- Pour Over Will
- Advanced Health Care Directive (Living Will)
- Power of Attorney for Financial Matters
- Do I have to hire an attorney to accomplish this?
- What will it Cost to do my estate plan?
POUR OVER WILL
A Pour Over Will is a Will used in conjunction with a revocable living trust. The Will acts to "pour" or distribute assets to the trust. Often times, the Pour Over Will catches assets not funded during lifetime, and makes these assets part of the trust upon the trustor�s death. This ensures that such assets are managed in accordance with the terms of the trust. In California, in order to avoid a formal probate, it is necessary that all assets distributed to the trust by way of the Pour Over Will, be valued at less than $100,000.
Our lawyer offers a free initial consultation for all individuals and businesses to discuss the wide range of services we provide.
Orange County Attorney Bradley S. Erdosi concentrates in the areas of estate planning and probate law.
Please contact an estate planning lawyer in our Orange County office for more detailed information or a free individualized consultation.