I am going to probate Court today on an interesting case. It’s not something you see every day.  There is a conservatorship of the person but not the estate.  My lead conservatorship attorney, Jennifer Rouse, opted to skip the conservatorship of the estate to save on costs. The financial matters are mostly done through the […]

No this is not as good as meeting with an attorney and getting a proper document made up. However, if you are in a pinch and need a document fast this should work.  Here is the link to the UCSF Medical Center Advanced Health Care Directive. It would work anywhere in California and probably anywhere […]

Powers of attorney are legal documents wherein you appoint an “attorney in fact” to act on your behalf. This person is not an actual an attorney but “attorney in fact” basically means they will stand in your shoes to make whatever decisions are needed for you. While POA’s are essential documents that most every estate […]

“No, I don’t need an estate plan, just a simple will….” Oh really!? I hear this a lot.  People think an “estate plan” is only for the rich people or an estate plan is going to cost too much.  Even the most basic documents, like a SIMPLE WILL, is part of an ESTATE PLAN. For […]

Generally simple wills are used only in the movies.  The family gathers around the lawyer’s conference room table and the lawyer “reads” the will, right!?  We have all seen it. The only un-true thing that happens more in movies, relating to someone dying, is they have a video of the person who died (as in the movie […]

What documents should your California living trust package have?  A lot of clients think a trust is the only document. However, it’s not. Far from it!  There are a number of documents that a properly prepared California revocable “living” trust package should have. Here is a brief summary of each: California Revocable Living Trust – […]

The other day I was talking to a new client and he told me that he recorded his financial power of attorney with the county because he “had to since he has real estate.”  I can only imagine where he got this advice but it’s just simply wrong. It’s wrong for so many reasons. I […]