Estate Planning
Estate Planning Services
Helping You Protect Your Legacy
At Legacy Estate Lawyers, based in Valencia, California, we understand the importance of having a well-crafted estate plan to ensure your wishes are honored and your loved ones are protected. Even if you haven't proactively prepared, the state has an automatic plan in place for you. However, you have the opportunity to draft an estate plan that suits your preferences and ensures the distribution of your property aligns with your desires.
With years of experience, Legacy Estate Lawyers guide clients through a variety of estate planning strategies, including:
- Wills
- Trusts
- Revocable living trusts
- Durable powers of attorney
- Probate & estate administration
- Charitable planning
- Asset protection
- Business succession planning
- Estate tax planning
- Health care documents
What is Estate Planning?
Estate planning is the process of organizing the distribution and management of your assets during and after your lifetime. It involves creating strategies to minimize taxes, preserve assets, provide for heirs, and protect against potential legal or financial issues. Typically, estate planning includes:
- Creating a will
- Setting up trusts
- Transferring assets
- Naming beneficiaries
- Appointing guardians for minor children
- Assigning fiduciaries
Working with an estate planning attorney from Legacy Estate Lawyers is the best way to ensure that all of your wishes are met and that your loved ones will be taken care of when you pass away. Our qualified attorneys can help you create an estate plan that meets your goals while also minimizing taxes, managing legal issues, and ensuring that your wishes are carried out.
Call us at (661) 486-4928 to learn more about your estate planning options.
Why Choose Legacy Estate Lawyers?
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Personal Approach
We value relationships with our clients. Your family will grow, you’ll acquire more assets, and key people listed in your plan will have life changes.
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Personalized SolutionsWe help you proactively create an estate plan. If you plan ahead, you have a multitude of options to make the future predictable for your family.
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With You At Every Step
We stay in touch with you and help ensure your plan is maintained over time to keep up with life’s inevitable changes.