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Estate Planning Lawyer Mission Viejo CA


Estate Planning Lawyer in Mission Viejo, CA

If you want to establish an estate plan, you should speak to our estate planning lawyer in Mission Viejo, CA promptly. An estate plan can be quite complex, so it’s important to have someone knowledgeable and experienced on your side. Here are several benefits of hiring an estate planning lawyer.

Make Sure Your Estate Plan Follows Current Laws

Estate laws in California are constantly changing. That’s why it’s critical to work with a knowledgeable estate planning lawyer. He or she will stay up-to-date on all the laws and make sure that your plan reflects the current laws. The last thing you want is for the court to consider your estate plan invalid because it doesn’t abide by the current laws.

Guarantee Your Estate Plan Says What You Want It To Say

Some people choose to create their own estate plans online to save money. However, this can backfire. Estate planning language can be quite confusing for the average person. If you don’t understand something and make a mistake, your estate plan might not say what you intended it to. That’s another reason to work with a skilled estate planning lawyer. He or she will ensure that your plan clearly states your wishes.

Provide Valuable Legal Advice

Estate planning can be very confusing, so you might have a lot of questions on your mind. That’s what an estate planning lawyer in Mission Viejo, CA is there for. He or she can answer your questions and provide valuable advice. For example, if you have a child with special needs, your lawyer may suggest setting up a special needs trust.

Save Time and Stress

As mentioned before, estate planning documents contain complicated legal jargon. If you don’t have a legal background, it can take you a long time to establish these documents on your own. You may also get frustrated and want to quit. If you allow an estate planning lawyer to draft these documents, you can save a lot of time and stress.

Update Estate Planning Documents When Necessary

It is likely that you will have to update your estate planning documents several times in your life. For instance, if you get divorced or have a child, you will want to update the documents promptly. An experienced estate planning lawyer can help you do that.

Common Myths About Estate Planning

Although thinking about your own mortality might not be pleasant, estate planning is a necessary step to take. It ensures that your final wishes will be carried out and that your loved ones will be taken care of after you’re gone. Here are some common myths about estate planning that you shouldn’t believe.

  • Estate planning is only for the wealthy. This is one of the most common misconceptions people have about estate planning. The truth is that people of all income brackets can benefit from proper estate planning. Even if you don’t have a high-net worth, you may still own property, like a house and retirement account, that you want passed down to the right people. You may also have personal items, like jewelry and photos, that you want to go to certain family members.
  • A will is the only document I need. A will is an important estate planning document, but it isn’t the only document you should have. There are several other documents, like a durable power of attorney and healthcare power of attorney, that may be necessary for you to have. A skilled estate planning lawyer in Mission Viejo, CA may assess your individual needs and recommend the appropriate estate planning documents.
  • Young people don’t need estate planning. Unfortunately, many younger people don’t think enough about estate planning. They assume that they will live a long time and just worry about it when they’re older. However, life can be very unpredictable. You just never know if you will get into a serious accident or come down with an illness. That’s why it’s crucial for people of all ages to take estate planning seriously.
  • If you have a will, your heirs will receive their inheritances immediately. While this might be ideal, it isn’t reality. If you have a will, your assets will have to go through the probate process, which can take a year or more to finalize. If you want your heirs to receive their inheritances, you may want to speak to your estate planning lawyer about establishing a living trust.
  • You don’t need a lawyer. Although there are many online DIY estate planning kits, you may want to think twice about using them. Estate planning documents are quite complex. If you attempt to create your own estate plan, you could make costly mistakes. If you use a skilled estate planning lawyer from the beginning, you know that your will and other documents will be valid.

Schedule a consultation with our estate planning lawyer in Mission Viejo, CA. Call Heritage Law, LLP today!

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