A will attorney in Santee, CA, is your companion who can assist in your estate planning. But not all are equally qualified to handle your case, so you should be careful when choosing one. To get the best results from your working relationship with your attorney, you must engage by asking crucial questions, including the following:

1) Is a will enough?

Your will attorney should be able to explain to you that a will alone may not be enough to have a well-established estate plan. A will is not flexible enough and will not fully protect your estate from taxes, among other limitations. A reputable attorney should be able to explain these limitations.

2) What advantages can a will offer compared to trusts?

While a will is common in estate planning discussions, you might find more benefits with a trust. A trust shields your estate from probate court and provides a layer of confidentiality. Is a trust suitable for your situation, and if so, should you opt for a living trust? Should it be revocable or irrevocable? Your will attorney in Santee, CA, should be able to answer these questions in detail; the information can guide you in making estate planning decisions.

3) Do I need a power of attorney, and what about an advanced healthcare directive?

When consulting with an estate planning attorney, it is wise to explore options to take care of your end-of-life scenario by ensuring your medical wishes are honored. For instance, if you were to fall into a coma, do you wish to be kept on life support? At what stage do you want breathing machines and feeding tubes discontinued? You can put your preference in a document through an advanced health directive and a power of attorney. Such an undertaking may be challenging, but your attorney can help make it easier.

4) What assets are eligible for placement in my living trust?

While you can include most of your assets in a living trust, there may be exceptions, such as life insurance and certain retirement accounts. Your goal is to transfer as many items as possible into it, and your attorney can help you with that.

5) Is a trustee necessary, and who should fulfill this role?

The type of trust you establish may necessitate finding a third party to oversee funds and carry out crucial fiduciary responsibilities in place of your beneficiaries. An estate planning attorney can guide you on whether a trustee is required and assist in choosing the right individual. You can also request your attorney to train your selected trustee on the essential duties and responsibilities of the position.

Are you looking for a reputable will attorney in Santee, CA, to help in estate planning? The Office of Ronald R. Webb may be the answer to your needs.

Contact us at 858-558-1191 for inquiries.