Simi Valley Estate Planning & Probate Lawyers
What Is an Estate Plan?
An estate plan is a compilation of documents that offer directions for managing your affairs and assets if you become incapacitated or pass away. These documents include a will, trusts, and powers of attorney, among others. While estate planning may be uncomfortable, it can also provide peace of mind by ensuring that your loved ones will be cared for and assets will be protected. Not to mention, the right strategy can allow your estate to avoid probate, saving your beneficiaries time and money.
Partner with Dallara Law for comprehensive assistance with estate planning. We are a firm that takes pride in serving clients just as a friendly neighbor would. We are approachable, honest, and dedicated to doing what is right for those who turn to us. Do you need guidance during probate? We can help with this, too. Our team has a wealth of experience guiding clients through probate and working to make the process as streamlined as possible. We are especially capable of handling cases involving high-net-worth estates with complex assets, business interests, and more.
To learn more about our offerings and how we can assist you, schedule a free consultation. Call (805) 456-1066 or reach out online to speak with a Simi Valley estate planning and probate lawyer.
Where Ethics Meet Excellence
See What Sets Dallara Law Apart
-
Client-Focused Care
Each client receives personalized care and tailored legal strategies, ensuring your unique circumstances and goals are fully understood and addressed.
-
Experience With Integrity
Dallara Law is built on a foundation of professionalism and ethical practice, ensuring clients receive honest, transparent advice without the typical lawyer stereotypes.
-
Collaborative Solutions
We intentionally foster teamwork among our legal professionals, drawing on diverse expertise to provide comprehensive solutions for clients.
-
Prioritizing Peaceful Resolutions
Committed to minimizing conflict and celebrating solutions, we emphasize mediation to save you time, stress, and costs associated with trials.
Essential Estate Planning Tools
When you work with us, we can help you utilize advantageous estate planning tools to achieve your goals, from protecting assets to ensuring children with special needs receive the care they deserve. Below, we list and describe some of the most essential estate planning tools:
Wills
A will is a legal document with instructions for distributing your assets after you pass away. Additionally, you can name legal guardians for children and pets in a will.
Trusts
Trusts allow you to protect assets and efficiently distribute them to beneficiaries. Numerous types of trusts exist and can help you achieve all kinds of estate planning goals, whether they are avoiding probate, minimizing taxes, or maintaining government benefits for children with special needs.
Powers of Attorney
Powers of attorney give someone else the authority to make decisions on your behalf if you become incapacitated or unable to do so yourself. This person is known as an agent or attorney-in-fact. The scope of their decision-making power can be broad or limited. Commonly, powers of attorney concern financial matters, healthcare, and personal property.
Beneficiary Designations
Beneficiary designations allow you to name who should receive assets from certain accounts, such as life insurance policies or retirement plans. These designations are prioritized over instructions in your will, making it essential to keep them updated.
For Guidance During Estate Planning & Probate, Turn to Dallara Law
Are you unsure where to start with estate planning? Have you begun probate for a loved one’s estate and have questions or concerns about the process and how to protect your rights as a beneficiary or personal representative? In these cases and any others, Dallara Law can help. We take pride in empowering clients with knowledge and collaborating to achieve goals and overcome challenges. Our Simi Valley estate planning and probate lawyers have served thousands and welcome the opportunity to serve you, too.
Request a free consultation by calling (805) 456-1066 or connecting with us online. We assist clients throughout Ventura County, including Simi Valley and the Conejo Valley.
