California

Estate Planning Lawyer

Senior Citizen Lawyer empowers seniors with strategic estate plans

Empower Yourself with an Estate Plan

There is a myth that estate planning is uncomfortable or depressing, but it’s actually empowering. After meeting with R. Dustin MacFarlane and the team at Senior Citizen Lawyer, you’ll realize that estate planning allows you to control your future while protecting the people you love. Your estate attorney will help you clarify roles, distribute assets, and limit taxes. The attorney can also help you get a plan in place if you become incapacitated. 

 

From a young age, R. Dustin MacFarlane realized that senior citizen law was his calling, and he’s devoted his career to helping others. Let him help you with your estate plan, so you can enjoy your golden years.

Estate Planning Checklist for California Seniors

Senior Citizen Lawyer customizes your California estate plan based on your situation. Regardless of your situation, you need to:

  • Choose a healthcare agent and define medical directives. 
  • Appoint a financial agent to act on your behalf if you become incapacitated.
  • Create an itemized list of your estate’s assets.
  • Name your estate’s beneficiaries. 
  • Determine how to distribute your estate.
California Estate Planning Lawyer | (916) 963-9968 Probate Lawyer

WHY CHOOSE SENIOR CITIZEN LAWYER?

  • Free Consultation – Find out how Senior Citizen Lawyer can help you with your estate plan during a free phone, Zoom, or in-person consultation.
  • Flat-Fee Billing – Call, email, or visit as much as you want without paying more with flat-fee billing.
  • 100% Guarantee – Senior Citizen Lawyer is confident that you’ll be pleased with our legal services. We will provide a free 12-month subscription to our online “Doc Locker” and donate $100 to your charity of choice if you aren’t satisfied.
  • Focused Service – R. Dustin MacFarlane and the team at Senior Citizen Lawyer have dedicated their careers to helping California seniors with their legal needs. As they are senior law specialists, you will get the expert service you need. 
  • Empathetic and Knowledgeable – R. Dustin MacFarlane follows his calling to help California seniors by providing compassionate legal counsel for some of life’s most difficult decisions.
  • Family Legacy Strategy Sessions – Save time and money with a 60-minute Family Legacy Strategy Session to go over your estate planning options.

Real Clients, Real Reviews

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CHOOSE WHO WILL MAKE YOUR DECISIONS

What will happen if you become incapacitated and can no longer make decisions? Someone will have to step in and make decisions for you. It might be your spouse, but what if he or she is also incapacitated or there is another legal issue? Without an estate plan, the government can take over. Fortunately, an estate attorney can ensure that won’t happen. Your attorney can create a healthcare directive and power of attorney, so you can choose who will be in charge if you’re incapacitated. These documents will even give you control over how the decisions are made. You want to live and die with dignity, and that’s possible with help from an estate lawyer.

DO YOU NEED A WILL OR TRUST?

Are you looking for an “estate attorney near me” to create a will or trust, but you aren’t sure which is the right choice? Your estate lawyer will help you determine which document allows you to reach your goals. First, you must understand the qualities of each. Wills determine how property is distributed after death. They must go through probate and can be contested. A living trust is private and doesn’t go through probate. The document can go into effect when the creator becomes incapacitated, and it is also used to distribute property upon death. Due to the complexity of both documents, you should consult with an estate planning attorney before choosing one.

WHAT HAPPENS IF YOU DON’T HAVE AN ESTATE PLAN?

If you pass away without a will or trust, the court will distribute your property based on the Laws of Intestacy Succession. The law determines the order your assets are distributed to your descendants. If the court is unable to locate any surviving relatives, the property will be transferred to the state of California. Instead of leaving it up to the courts, you can take control of your estate with help from an attorney. Your California estate planning attorney will ensure that your property is distributed based on your wishes.

AVOID PROBATE WITH AN ESTATE PLAN

Probate is long, stressful, and expensive. Probate lasts around a year, even if no one contests the validity of the will. If there are legal challenges, the process can take longer, and your descendants won’t receive the property until it’s over. An estate lawyer from Senior Citizen Lawyer can go over options to avoid probate. Options include gifting your assets, creating a living trust, or owning joint property.

Our Law Office is conveniently located at 9701 Fair Oaks Boulevard, Fair Oaks, California 95628, US