A Tustin estate planning lawyer helps you determine which estate planning actions are necessary and helps you create the documents that will be used to govern your estate after your death. The estate planning lawyer will then help you outline the way you want your assets distributed, who will take care of your children, and any other legacy you want to leave behind. You will consult with an estate planning attorney long before your death or incapacitation.
A probate attorney is responsible for the legal proceedings surrounding your death. The probate attorney will help survivors or trustees navigate the legal steps required by probate court to begin distributing your assets to your beneficiaries. Your family and friends will work directly with the probate attorney and trustee to ensure the estate is distributed according to your wishes. While estate planning attorneys and probate attorneys have different responsibilities, both types of attorneys are often referred to as probate lawyers—and many probate lawyers regularly develop estate plans for their clients.
If you are looking for an experienced estate planning lawyer in Tustin, California, to help you create a solid estate plan, it is critical to perform a brief self-evaluation first.
If your estate is large and contains a great deal of assets, complex business holdings, or valuable property to be distributed among heirs, you will likely need to create a trust in addition to a will, power of attorney, and medical directive. In this case, look for an attorney who has experience with complex estate and trust administration. However, even if your estate is relatively straightforward, never underestimate the potential for complexities to arise in the future. Your estate planning attorney should also be experienced in probate law and probate litigation.
Ask any lawyer you are considering hiring for a list of references from previous clients who have created complex estate plans. In addition, perform your own research on your selected attorney online to find reviews, testimonials, and other indications of their work ethic, communication style, and thoroughness.
The Law Office of Christopher P. Walker has experience in both straightforward and complex estate plans. Our broad range of services ensures our Tustin estate planning attorneys can help you create a personalized estate plan and reap the benefits of estate planning and asset protection.