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Estate Planning

Anaheim Trust & Estate Planning Lawyer

Estate Planning Lawyer Anaheim, CA

Protecting your family when you can no longer do so is one of the most important reasons to contact a Anaheim Trust & Estate Planning Lawyer. Creating even a basic estate plan will put you in control of your finances so your loved ones will be spared the heartache, expense and frustration should you become disabled or pass away.

estate planning lawyer Anaheim, CA with grandparents playing soccer on the beach with their grandkids

Estate Planning Gives You More Control

  • Allows You To Control Your Property While You are Alive and Well
  • Provides for Yourself and Your Loved Ones If You Become Disabled or Incapacitated
  • Minimizes the Impact of Professional Fees, Court Costs and Taxes
  • Allows You to Give What You Have:
    • To Whom You Want
    • The Way You Want
    • When You Want

Estate planning documents can also limit estate taxes, discourage legal challenges from heirs, and address community/separate property concerns or issues. A well-drafted estate plan can also hold assets for children and provide for their future. Our estate planning attorneys in Anaheim can also present additional opportunities, including a comprehensive Legacy Plan that would allow beneficiaries to control their inheritance while held in a Trust, but at the same time provide all the benefits that a Trust can offer. Without proper estate planning documents in place, intestacy laws will dictate who inherits your property, and the results might not be what you intend. It is best to create an estate plan that reflects your wishes and gives you and your loved ones peace of mind.

Our Trust & Estate Planning Services Include

  • Personalized Estate Planning
  • Wills
  • Irrevocable Trusts
  • Provide Guardians for Your Minor Children
  • Asset Protection Trusts
  • Financial Power of Attorney
  • Property Designations
  • Beneficiary Designations for Financial Accounts
  • Codicils to Wills
  • Amendments to and Restatements of Trusts
  • Trust Funding Assistance
  • Revocable Living Trusts
  • Retirement Trusts
  • Comprehensive Disability Planning
  • Advance Healthcare Directives
  • Medical/Medicaid Trusts
  • Special Needs Trusts
  • HIPAA Authorizations
  • Charitable Remainder Trusts
  • Pet Trusts
  • Protect Beneficiaries From Creditors

Katje Law Group’s Anaheim Trust & Estate Attorneys have years of experience planning and preparing for the eventualities we all loathe to consider. If done with care and proper interpretation of probate, tax, and estate laws, you can save your family potentially years of heartache and unnecessary expense.

Speak to an Experienced, Knowledgeable Trust and Estate Planning Attorney Today.

Why Do I Need An Estate Planning Lawyer?

When it comes to hiring an Anaheim, CA estate planning lawyer, it’s imperative to select a skilled and knowledgeable professional who can provide comprehensive legal assistance. Estate planning involves complex matters, such as wills, trusts, tax implications, and asset distribution. You shouldn’t have to handle and navigate these overwhelming decisions alone, and a qualified lawyer will help you make your estate planning decisions with confidence while also helping you understand all of your options. We’ve compiled below a few of the important factors to consider when finding the right Anaheim estate planning lawyer for your finances and future. 

Knowledge and Experience

The first and foremost factor to consider is the lawyer’s expertise and experience in estate planning law. Look for an attorney who specializes in this area and has extensive experience handling similar cases. Ideally, the lawyer should have a strong background in estate planning, including drafting wills, creating trusts, and navigating probate proceedings. California-specific knowledge is crucial, as estate planning laws can vary significantly from state to state.

Reputation and Track Record

Take the time to research the lawyer’s reputation and track record in the legal community. Look for testimonials, reviews, and references from past clients. A reputable estate planning lawyer should have a solid record of success, demonstrating their ability to handle complex cases and provide favorable outcomes for their clients. Checking with local bar associations or legal directories can also provide insight into their professional standing.

Client-Centric Approach

A good estate planning lawyer should prioritize their clients’ needs and goals. During the hiring process, observe how the attorney communicates and whether they listen attentively to your concerns. They should take the time to understand your specific circumstances, family dynamics, and financial goals. Look for an attorney who provides personalized attention and is committed to tailoring the estate plan to meet your individual needs.

Comprehensive Services

Estate planning is a multi-faceted field that involves various legal aspects. When hiring a lawyer, ensure they offer comprehensive services that cover all aspects of estate planning. This includes drafting and updating wills and trusts, establishing healthcare directives, creating powers of attorney, minimizing tax implications, and advising on asset protection strategies. By selecting a lawyer who can address all these areas, you can have confidence in your estate plan’s completeness and effectiveness.

Transparent and Fair Fee Structure

Discuss the lawyer’s fee structure during the initial consultation to avoid any surprises later on. A reputable estate planning lawyer should be transparent about their fees and provide a clear explanation of what services are included. They should also offer different payment options, such as hourly rates or flat fees, depending on the complexity of your estate plan. Remember that the cheapest option may not always be the best, so prioritize value for money and the lawyer’s qualifications rather than solely focusing on the cost.

If you are looking to set up an estate plan, it’s in your best interest to hire an experienced Anaheim estate planning lawyer that you can trust. Do not hesitate to contact our offices today to have a consultation.

More Information

September Katje, Esq.

Call For A Case Evaluation
(714) 881-5200

What Makes Attorney September Katje Uniquely Qualified To Represent You?

Ms. Katje earned her Juris Doctorate at California Western School of Law, San Diego, California, graduated Cum Laude and was a Dean’s Honor List recipient. She was also a recipient of the American Jurisprudence Award in Contracts I and Contracts II. Ms. Katje was a member of the Law Review and International Law Journal at California Western School Law, where she was an Associate Editor.

5 Star Reviews
Katje Law Group recently assisted my husband and I with a residential home purchase that was part of a trust with several parties involved. Ms. Katje and her team were competent, responsive and a just pleasure to work with. I highly recommend them if you are looking for a Real Estate Attorney.

Paulette Blumberg
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