Estate Planning Process
PROTECTING YOUR FUTURE & YOUR FAMILY THROUGH CAREFUL PLANNING
Two Simple Steps
What is a California Estate Plan?
First, it is important to understand that you already have an estate plan.
The difference is, do you want to choose yours? Or are you comfortable with the California State Legislature deciding for you?
An Estate Plan is not just for the wealthy and is about more than asset protection or leaving an inheritance. Your legacy is important, but at Pacific Estate Planning P.C., we are far more focused on your health and well-being.
Right now, if you got hit by a car and lay unconscious in the hospital, who would be legally empowered to make critical decisions about your healthcare? Who would choose your surgery, fight for your rights at the hospital, and switch doctors as needed? Who would be authorized to manage your finances? Open your mail? Pay your bills? Take care of your young children? Run your business? Think it’s your spouse? Maybe. But what if he or she is out of action too? What if a different family member arrives at the hospital first and makes medical decisions for you instead? What if your house, business, bank account, or other financial asset is in your name, and your spouse can’t get access to it?
If you would like to give your spouse, child, parent, or friend the legal authority to help you while you are vulnerable, then you need an estate plan.
How Can We Help?
Call us anytime or send us message to schedule a consultation with our office.