Drafting Wills & Advanced Directives

Hire a Santa Clarita Estate Planning Lawyer

Creating a will seems simple on the surface—most people know who they want to leave their assets to. Unfortunately, when people draft a will without the assistance of a legal professional, they often overlook many important details that can result in heated disputes among beneficiaries. If you are a business owner or have significant assets, having a will can be crucial to ensuring your final wishes are followed accordingly.

At Poole Shaffery & Koegle, LLP our Santa Clarita estate planning attorneys can review your assets and help you create an airtight will that prevents any confusion or arguments later on. Our team can also help you set up a trust should you wish to further protect your assets.

Our Los Angeles estate planning lawyers draft wills for families all over California. We have office locations in Valencia, Los Angeles, Orange County.

Things to Consider When Writing a Will

An important part of will planning is deciding on a fiduciary who will pay off your bills, take stock of remaining assets, and assist in distributing them to beneficiaries. This person will have the most important job, which is why they need to be someone you completely trust. Your attorney can also act as your fiduciary.

The following are important factors in estate planning an experienced attorney can help you with:

• Will revisions to account for new assets
• Setting aside money to pay for estate taxes, if applicable
• Setting up long-term care for a disabled beneficiary under your care
• Inserting proper language to prevent accusations of fraud
• Naming a trustee to hold assets for beneficiaries under 18

Need Legal Help? Call (855) 997-7522.

One of the main purposes of creating a will is to give you peace of mind—a poorly constructed will only end up causing stress and anxiety. Putting your faith in a trusted Santa Clarita will drafting lawyer allows you to rest easy knowing that a knowledgeable legal professional is looking after your interests.

Call (855) 997-7522 to start planning your will with an experienced attorney.