Estate Planning, Wills and Trusts

Estate Planning Law Firm Serving Rancho Bernardo for Over 40 Years

Here at Wade Law, the members of our team have over 40 years of combined experience in estate planning. We serve our San Diego neighbors as well as individuals and families throughout California.

Estate Planning Services

We provide individualized estate planning services so you can rest easy, knowing your end-of-life decisions are properly documented and your family can avoid the complications, delay and expense of California probate. Our services include:

  • Living Trusts
  • Wills
  • Transfer-on Death Deeds
  • Advance Health Care Directives
  • Durable Financial Powers of Attorney
  • Special Needs Trusts
  • Small Business Succession Planning
  • Probate Avoidance

California Probate Services

If your loved one died without a valid trust, or their trust is being contested in court, we can help you navigate the probate process. We’ll look for an effective solution so everyone involved in the proceeding will get the best possible outcome.

Review and Updates to Existing Estate Plans

There are some changes that require a review of your estate plan to determine whether it should be amended or revised. While this list is not all-inclusive, here are the major changes to watch for:

Changes in Family Relations

  1. Changes regarding children or other beneficiaries:
    • Birth of a child to you
    • Marriage of a child
    • Divorce / dissolution of a child’s marriage
    • Adoption of a child
    • Serious illness of a child
    • A child’s attitude change toward you
  2. Marriage (yours)
  3. Death of your spouse
  4. Divorce / dissolution of your marriage

Changes in Your Economic or Personal Condition

  1. Drastic change in your asset value (devalue of your home or a portfolio crash)
  2. Change in insurability (death insurance)
  3. Change in employment (changes in retirement plans and other benefits)
  4. Change in business interests (e.g. new corporation or LLC – new investments should always be checked to see where they fit into your plan)
  5. Property acquired in a different state (which needs to be probated outside of California)
  6. Drastic change in your health
  7. Retirement of you or your spouse

General Changes

  1. Changes in laws: federal or state income, estate, or gift taxes; property tax; probate or trust laws or fees
  2. Change of residence to a different state (which may have different tax or probate laws)
  3. Death of an executor, trustee, guardian, or agent under an Advance Health Care Directive or Power of Attorney

Request a Consultation with an Experienced Estate Planning Attorney

Start the process of planning for your estate or updating your plan by contacting Wade Law today. We welcome you to contact us by phone or email.

Meet Our Team

Jessica Wade's Profile Image
Before opening the doors of Wade Law, San Diego attorney Jessica Wade spent almost ten years as a corporate attorney at two large, prominent law firms in Los Angeles and Silicon Valley. Her work centered on tackling complex transactional matters and… Read More
Jay W. Henderson's Profile Image
Jay W. Henderson began practicing law in California in 1971. Now Of Counsel to Wade Law, Jay led our predecessor firm, Jay W. Henderson, Ltd., for over 40 years. Jay attended Church College of Hawaii, Laie, Hawaii from 1959 to 1961, where he studied… Read More
Shuky Ng's Profile Image
Shuky Ng is the Secretary of the firm. Her work includes assisting our attorneys with the preparation of legal documents and business structures. Shuky has lived in San Diego since 2000 and has lived in Montreal, Canada and Hong Kong so she speaks Ca… Read More

Recent News and Publications

There is an argument that has been raging for about the last twenty years (maybe longer) regarding how arrogant it is to believe that America is unique or that Americans are exceptional. Since we all came here from somewhere else, the reasoning goes,… Read More
I had a middle-aged physician in my office last week. She had just settled a lawsuit that was perfectly defendable, but the insurance company didn’t want to go to trial because it would have been more expensive than just settling the claim. So, she… Read More
I have a friend who is having medical problems, at age 62. At one time very wealthy, he now has no income, but owns a very large and valuable piece of ground in Southern California. Unfortunately, it isn’t of a type that can be turned into cash. Th… Read More

Read More Recent News