The Estate Planning & Legacy Law Center, PLC offers caring and professional estate planning services to individuals and families. Based in Carlsbad, CA, we are dedicated to protecting your wealth and ensuring that your assets go to your intended beneficiaries. We specialize in revocable living trusts, pour-over wills, powers of attorney, trust administration and a range of other services.
No matter what your estate planning requirements may be, we are here for you. We will carefully listen to you to create an estate plan that meets your wishes and needs. Our team of experts has the experience and ability to tailor a comprehensive estate plan for you. After a thorough review of your assets we will present you with various estate planning techniques that will suit your needs no matter what type of estate you have.
No matter what your estate planning requirements may be, we are here for you. We will carefully listen to you to create an estate plan that meets your wishes and needs. Our team of experts has the experience and ability to tailor a comprehensive estate plan for you. After a thorough review of your assets we will present you with various estate planning techniques that will suit your needs no matter what type of estate you have.
Services
Secure a financially sound future for you and your loved ones by partnering with us. At our firm you can be sure that your satisfaction will always be our first priority. We will be your trusted advisor at every step of the process. Our services are available at competitive prices and do not involve any hidden costs.
A carefully prepared estate plan will ensure your health and financial wishes are known should you become incapacitated and that, after death, your wealth remains secure until it passes to your beneficiaries. A properly prepared plan saves money on court costs, taxes, and fees, and reduces the risk of familial strife.
Estate planning helps you manage and secure your assets while you are alive. Careful planning can save money on court costs and reduce the anxiety surrounding your estate so that you can enjoy your life and focus on your family. Proper planning can help lower or eliminate estate taxes and other expenses linked to inheritance, such as probate.
Individuals can control the distribution of their property during life or after death through the use of a trust. Property that is properly titled and passes through a trust avoids the time and expense of probate.
However, once the owner of a trust passes away, the successor trustee is responsible for evaluating the property, filing taxes, paying bills on the trust's behalf, and finally, distributing the property in accordance with the terms of the trust.Our firm will assist the trustee, providing legal counsel throughout the process.
However, once the owner of a trust passes away, the successor trustee is responsible for evaluating the property, filing taxes, paying bills on the trust's behalf, and finally, distributing the property in accordance with the terms of the trust.Our firm will assist the trustee, providing legal counsel throughout the process.
A power of attorney is a legal document which gives an agent or proxy the power to act on the principal's behalf. Durable powers of attorney can be used to direct the financial, business, and healthcare-related matters of the principal when he or she becomes incapacitated. Our firm can prepare a broad range of powers of attorney to help ensure the proper facilitation of your personal affairs.
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