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California Estate Planning

Matt and Elizabeth were amazing. They gently encouraged and supported us along the way to (finally) establishing our will and trust. They patiently answered all our questions and gave us just the right amount of encouragement to get the thing done.

Abe B.Walnut Creek Resident

Matthew and Elizabeth have been integral in helping us. Not only were they very knowledgeable in the ins and outs of organizing our future, but also very friendly, accommodating and understanding. You can trust you are in safe hands.

Will S.Palo Alto Resident

At the Talbot Law Group, our job is to ensure your peace of mind and facilitate your wishes. Our team’s experience, patience, and dedication to clients make us attorneys you can rely upon for sound advice and conscientious guidance. Together, we will work out what is most important to you, and come up with a plan that makes you feel comfortable and secure.


Additionally, our firm offers Professional Trustee Services for qualifying trusts. 

What is a Revocable Trust and how does it protect your assets?

Elizabeth Talbot describes how a Revocable Trust works in California

5 Key things to Know When Setting Up Your Revocable Living Trust

Matthew and Elizabeth Talbot discuss the best way way to set up your Revocable Trust in California

Top 4 Reasons to do an Estate Plan in California

1. Your Peace of Mind

A personal and properly drafted estate plan is essential for families of all income levels. Our lead attorney Matthew Talbot has dedicated his career to protecting his clients’ assets and families. An estate plan allows you to direct how your assets are distributed and helps ensure your family is protected. If you have minor children, your Will specifies your preferred Guardians and your Trust plans for children’s financial well being.

Your Estate Plan will be drafted by a thoroughly experienced and dedicated team of estate professionals, and carefully tailored to accurately reflect your wishes.

2. Protect Your Assets for Your Family

If you fail to do a Will or Trust in California, your assets and beneficiaries may be at risk. A carefully structured Trust can protect Separate property assets and can be particularly useful for couples who have children from previous marriages. A properly drafted Trust can also minimize money spent on court fees, costs of administration, and attorneys’ fees.

3. Avoid Familial Disharmony

When you place assets inside of a trust, those assets can be distributed in a way that preserves peace within a family, and protects your beneficiaries. Specificity will help avoid future fighting between beneficiaries. Trusts can also be drafted to to create sub trusts for the management of funds for your children, including special needs beneficiaries. Because our attorneys have significant experience with Trust and Estate litigation, we are uniquely positioned to draft Wills, Trusts, Powers of Attorney, and Health Care Directives that are set up to protect your estate against litigation.

4. Avoid Probate

If you have assets that total more than $166,000, there are multiple benefits to creating an estate plan with a knowledgeable and experienced trust attorney. If someone passes away and they do not have an estate plan, the state of California creates one for them, through a process called Probate. Probate is a lengthy process that carries significantly higher costs than a well drafted Trust. However, probate is often preferable to a poorly drafted trust or last minute will.

What Documents are in a California Estate Plan?

Learn More about the primary legal documents that make up an estate plan in California - the Revocable Trust, the Pour Over Will, the Durable Power of Attorney, and the Advance Health Care Directive

Closely following a traumatic time in life, Matthew and Elizabeth made the process of setting up my will, advance health directive and living trust painless. Everything was handled flawlessly and with grace and professionalism.

Brian B.Walnut Creek Resident

An experienced Estate Planning Lawyer will craft your Estate Plan specifically for your family and its unique dynamics.

When there is a lack of specificity, your estate is left open to interpretation – and possibly litigation. Whether you choose to go with a will, a trust, or any combination thereof, hiring a good Estate Planning Attorney to help you draft it can put your mind at ease by assuring that all of your bases are covered.

An attorney who has significant experience in Trust & Estate Litigation can further ensure any pitfalls – and potentially expensive planning errors – are avoided. Because of our litigation background, we are uniquely positioned to draft wills, trusts, powers of attorney, and healthcare directives.

Check out our Videos to Learn More:

Contact Us To Get Started!

Top San Francisco Bay Area Trust and Probate Law Firm.

Call : (925) 322-1795 Mon – Fri 8:30 – 5:30

Contact us today at 925-322-1795 to set up a consultation.

Estate Planning and Probate Firm Talbot Law Group assists clients with their estate plans across California, including Contra Costa County, Alameda County, San Francisco County, Napa County, Marin County, Sonoma County, Santa Clara County, San Mateo County, and Los Angeles County.

Let us Help You

Call 925-322-1795 or request a Confidential Consultation below:

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