916-566-5806Mobile Estate Planning
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Meeting in-person, audio & video conference
30+ years experience
Advising You Step By Step
Advising You Step By Step
What Is Estate Planning?
Simply put, estate planning is figuring out what happens to your assets at the time of your death, and planning for how we get from here to there. Preserving assets, protecting your interests, and setting up the proper legal documents are all parts of this process.
Estate planning not only includes planning for asset distribution upon your demise, but also encompasses advance directives, including advance healthcare directives, living wills, a health care proxy, a medical power of attorney, a financial power of attorney, and other documents to make your wishes and desires known. Known in advanced decisions or advanced directives, and directives that are personal to you are known and carried out.
What Documents Can We Prepare?
What Documents Can We Prepare?
Foundational Documents
A Will
Financial Power Of Attorney
Medical Power Of Attorney
A Living Will (also called an Advanced Directive)
Living Trusts
Irrevocable Trusts and Revocable Trusts
Asset Protection Trusts
Real Estate Trusts
Special Needs Trusts
Educational Trusts or Student Fund Trusts
Pet & Gun Trusts
Beneficiary’s Deed
Also called a “Transfer On Death Deed.” You name the beneficiaries that will receive any real estate property upon your death. A beneficiaries deed is paired with your living will. This is a great method for avoiding probate and transferring real estate without a trust. Always consult your estate planning attorney.
Jeff Busch
Estate Planning Attorney
Advising You Step By Step!
We work together with our clients to make sure your wishes are carried out, so although we provide important estate planning documents, we are not just document producers. We care about our clients well-being, and hope our clients too feel the same. I look forward to connecting!
Jeff Busch
Estate Planning Attorney
Advising You Step By Step!
We work together with our clients to make sure your wishes are carried out, so although we provide important estate planning documents, we are not just document producers. We care about our clients well-being, and hope our clients too feel the same. I look forward to connecting!
What Clients Are Saying…
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Questions Your Attorney Will Ask You…
Questions Your Attorney Will Ask You…
✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets
✅ A recent bank statement
✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities
✅ A copy of the deed to any real estate you own – if you can find it
✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above
✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above
✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets
✅ A recent bank statement
✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities
✅ A copy of the deed to any real estate you own – if you can find it
✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above
✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above
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In-Person, Audio or Video Conference
We can meet at any of our four office locations or your home residence.
Would you rather talk with an attorney before scheduling?
Book A Call With Eric