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Oct 20, 2021

Things an Estate Planning Attorney Can Help You With

Hiring a Pleasanton Estate Plan

Are you looking for a Pleasanton estate planning attorney? The process of creating an estate plan can be complicated, with essential details that are easy to overlook. Laws are constantly evolving, too, so it’s hard to know what you need to do first, or who should handle your affairs if you don’t have a law degree. The good news is that there are estate planning lawyers who specialize in this particular area of law. Here are some pointers from a local estate planning attorney to help you sort out the benefits of hiring an expert.

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Hiring a Pleasanton Estate Planning Attorney

A skilled attorney can help make sure your final wishes are carried out according to your estate planning documents. They will help you create a plan for things like the distribution of assets, the management of trusts, setting up a power of attorney, incapacity directive, or other health care guidelines. Estate planning attorneys also work to prevent family conflicts by providing guidance on a wide range of sensitive topics.

Planning ahead for the future is one of the most important things you can do to protect yourself as well as your loved ones, and it’s never too early to start. If you’re not sure where to begin, or if your situation is more complex than average, it’s best to talk to a local estate planning attorney. For example, if you’re managing the property of someone who has passed away, then they can assist you with all the legal paperwork. They may also examine your will or trusts to make sure that everything is set up properly, so no mistakes are made on important legal documents. A lawyer will work with you on all aspects of your plan, step by step. This also includes things like naming beneficiaries, managing properties, and determining who cares for minor children or pets.

Here’s a list of some typical things an estate planning attorney can help you sort out:

  • Create or update a will
  • Set up a trust
  • Help designate an executor
  • Arrange the transfer of assets to your beneficiaries
  • Represent you during probate proceedings
  • Help you dispute a will
  • Guide you through closing an estate
  • Oversee a trust
  • Ensure your health wishes are carried out

Talk to a Pleasanton Estate Planning Attorney

There’s never been a better time than now to choose professional help for your estate planning needs. An experienced estate planning attorney can help you with many things. At Lewman Law, we understand that planning ahead to protect your loved ones and yourself can be difficult, but it’s important if you want them to have the resources they need in case something happens. For more information on how we can help ensure your family is left in the best circumstances possible after you’re gone, contact us today by calling (925) 447-1250.

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