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Estate Planning Blog

What to Expect from Estate Planning Part II | Will and Trust Lawyers In Sacramento

November 14, 2013

This is the second in a series of articles on what to expect when you work with your Sacramento will and trust lawyer. Each article will cover several of the topics that you will need to consider to make a plan that works for your needs.

Our last article looked at several things you will need to consider and prepare when working with your will and trust lawyer in Sacramento. Today’s article continues on with additional considerations that are generally important upon death.

  1. Wills and Trusts: Estate planning lawyers are focused on helping you craft just the right kinds of wills and trusts for your needs. (And, no, trusts are not just for super-rich people.) These documents will be used to explain your wishes for what is to happen with your assets when you die and will be used to protect your estate or heirs from paying unnecessary taxes on what you are leaving behind.
  2. Funeral Arrangements: Your Sacramento will and trust lawyer will likely encourage you to make funeral arrangements as part of the planning process. Planning for one’s own funeral isn’t always the most enjoyable task (although some folks do find it cathartic). On the other hand, taking care of arrangements in advance takes a big burden off of your family and friends and helps to ensure that things happen the way you would have wanted.
  3. Organ Donation: Medical science has progressed to the point where many organs and tissues of deceased individuals can be used to give the living a new lease on life.  Your Sacramento will and trust lawyer can go over these possibilities with you and help you put the proper documentation in order if organ or tissue donation is something you want to do.
  4. Obituary: Oftentimes, an obituary is written by a close friend or relative after someone has passed away. You can actually write your own in advance, saving them from doing so during their grief and making sure that you get to highlight the events and achievements from your life that were most important to you. Keep in mind that obituaries are not typically published for free, so your estate plan may also set aside some money to pay for the placement of the piece.
  5. Health Care Directives: Your health care directives are an incredibly important part of working with a will and trust lawyer in Sacramento, and you need to be sure that they’re not only in order, but also available to those who need them. These documents will include information on your choices about medical treatment, as well as end-of-life decisions that you have already made.

By working with a reputable will and trust lawyer in Sacramento, you can make sure that all of these areas are considered and that they fall under the laws and codes of California. For more information or help getting started, please feel free to call our Fair Oaks office at (916) 241-9661 to schedule a complimentary planning session with the mention of this article.

Call The Chubb Law Firm today at (916) 241-9661 to review your goals and discuss your options.

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CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen

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