Components of an Estate Plan
The Essential Estate Planning Documents
An estate plan includes many different documents, but there are certain
items that should be included in every basic estate plan. These documents
must be properly drafted, in order to be seen as valid in the eyes of
the California court system.
If you wish to create an estate plan, it is essential that you hire an
attorney who has experience with drafting estate planning documents. The
Law Offices of Timothy D. Henry has helped dozens of clients create estate
plans, as well as amend previously drafted plans. If you live in San Jose
or Santa Clara, please schedule an appointment with the
San Jose probate and estate planning attorney at my firm.
What Your Estate Plan Needs
Wills and trusts are extremely important components of an estate plan. In a
will, a person may elect a
guardian for their minor or incapacitated loved one, as well as an executor. An
executor is a person who will be in charge of managing and distributing
the person who created the will's property after they pass away.
Trusts can safeguard certain assets and properties, and some items placed in
the trust may avoid the probate process after the grantor passes away.
Advance health care directives are also essential estate planning documents. They allow a person to express
their wishes in regards to certain types of medical procedures, in the
event that they become incapacitated. Medical directives may be in the
form of living wills or powers of attorney, and a person may wish to have
both, to ensure that their wishes are followed. Planning for a situation
where an individual may need a medical directive is depressing, and I
am aware of the sensitive nature that is required for drafting such documents.
Are you missing any of these documents?
If you do not have an estate plan, or are missing a will, trusts, or medical
directives in your current estate plan, please contact me at the Law Offices
of Timothy D. Henry. Not only may I help you draft the essential
estate planning documents, but I may also assist clients get their affairs and paperwork
in order. Clients and I can discuss their funeral arrangements, and draft
a separate document that states such wishes. The more documents an estate
plan has, the easier it is for loved ones to know your wishes.
Looking for an experienced attorney for estate planning in San Jose? Please
contact my firm, or fill out a
free case evaluation.