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.