Benefits of Estate Plan with Living Trust & Will

A properly prepared estate plan with a living trust and will offers financial, time-saving, and peace-of-mind benefits:

1. Protect Your Spouse And Children
    Provide financial stability and security for your spouse and children if you
    are disabled or die.

2. Avoid Probate
    Statutory probate fees and commissions can be as much as 8% of your estate
    and can tie up your assets for eighteen months or longer. A properly prepared
    and executed Estate Plan can avoid the necessity of probate.

3. Eliminate Death Taxes
    Estate taxes start at 37% and can be as much as 55% of your estate. A properly
    prepared and executed Estate Plan can eliminate death taxes.

4. Keep Your Affairs Private
    Probate cases are a matter of public record and can be viewed by the general
    public. A properly prepared and executed Estate Plan will prevent the general
    public from discovering your personal and private matters.

5. Avoid A Judicial Determination of Incompetency
    In the event you are unable to manage your own affairs or arrange for your own
    care, a properly prepared and executed Estate Plan can allow for the gradual
    assumption of authority by a trusted family member or friend without a judicial
    determination of incompetency.

How to Contact Us

For more information or an appointment, please call San Diego Law Firm at 619-794-0243, or, if you prefer, send us an e-mail at and an attorney from our office will contact you. Please note that making a phone call or sending an e-mail does not create an attorney-client relationship; this requires a written agreement. Please do not e-mail any confidential information to us until an agreement is signed; at that point, we can exchange confidential information freely.