Santa Clarita Lawyer

Estate Planning Can Be Overwhelming. Our Attorneys Can Help

Planning for the financial future for both you and your family can be a challenging task. However, it is an extremely important one.

At O’Hare Law Office, our goal is to sit down with our clients and have a frank, open, and relaxed conversation about what they are looking for out of an estate plan.

We understand the anxiety that can come at just the thought of setting up an estate plan, and we do everything in our power to help you feel more comfortable.

Our Santa Clarita based team makes the process as straightforward and understandable as possible to ensure that you are getting everything you need out of the experience.

To begin with a consultation, call (661) 250-6861 or contact us online. We provide one-on-one attention that gets to the heart of what is important to you and your family.

What's Included in an Estate Plan?

Every property owner will benefit from having an estate plan in place. There are a collection of documents that will be needed.

An estate plan has multiple benefits, the most important being that it will protect you and your assets during your life and afterwards. An estate plan consists of the following documents:

  • Will
  • Trust
  • Beneficiary Forms (included bank, retirement, and insurance accounts)
  • Living Will (medical treatment instructions)
  • Letter of Intent (directions of asset distribution, funeral preparations)

The Santa Clarita estate planning attorneys at O’Hare Law Office are experienced in the various planning needs of our clients to set up an estate plan that fits their needs. Let us give you peace of mind, call us today to schedule a consultation!

We Are Here for You When You Need Us Most

Our skilled estate planning attorney is committed to providing you with the plan that suits your unique goals and needs. We are prepared to sit down with you, listen to what is more important to you, and build a solid and enforceable strategy around it.

    To begin with a consultation, call (661) 250-6861. We provide one-on-one attention that gets to the heart of what is important to you and your family.

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    Why Turn to O'Hare Law Office?

    • In-Depth Consultations

      Discuss all of your options with a professional attorney before taking the next step.

    • Seasoned Planners

      Our team has a wealth of knowledge to offer for your estate planning matters.

    • An All-Encompassing Solution

      We can help you create a plan that is fully cohesive and in alignment with your best interests.

    • Stress-Free Process

      Our insight and years of estate planning experience afford us the ability to make things easier.

    When Should You Start Estate Planning?

    Estate planning is an important aspect of financial management that should be considered sooner rather than later. According to many financial advisors, starting an estate plan as soon as you become a legal adult is advisable. This is because estate planning isn't just about distributing your assets after your death, it also involves decisions about who will make financial and medical decisions on your behalf if you become incapacitated.

    However, it's not enough to just create an estate plan; it should be updated regularly as well. Many experts recommend reviewing and updating your estate plan every three to five years. Besides this, you should also review it after any significant life event or change in your financial situation. Such events could include getting married or divorced, having or adopting a child, purchasing a home, starting a business, or receiving an inheritance.

    Remember, estate planning can seem complex and overwhelming due to the legal jargon and the uncomfortable topics it deals with. However, with the aid of a qualified attorney you can ensure that your wishes are carried out and your loved ones are cared for even after you're gone.

    Benefits of Estate Planning in California

    Estate planning in California offers numerous benefits that can greatly impact individuals and their families. Some of the key benefits include:

    • Avoiding Probate: With a proper estate plan, beneficiaries can avoid the lengthy and tiresome probate process, allowing them to receive property and assets more quickly.
    • Ease of Probate Process: Early estate planning can significantly ease the probate process, potentially sparing loved ones a prolonged legal ordeal.
    • Protecting Beneficiaries and Assets: Estate planning provides protection for beneficiaries, reduces tax burdens, secures child guardianship, and offers peace of mind.
    • Asset Protection and Tax Reduction: Irrevocable trusts within estate planning offer significant advantages, including asset protection, estate tax reduction, and bypassing probate.
    • Peace of Mind and Legacy Protection: Estate planning provides peace of mind knowing that loved ones and legacy are protected.

    These benefits underscore the importance of estate planning in California and how it can positively impact individuals and their estates.

    Why You Should Hire an Estate Planning Attorney

    Clients throughout Santa Clarita come to us asking why they need to hire a lawyer to handle their estate planning affairs if they can find “do-it-yourself” wills and other document templates online. Our seasoned lawyers have years of experience fixing poorly prepared self-made wills and trust that only end up costing estates extra time and money. Without a clear understanding of the legal process, people often aren’t equipped with the right tools to draft a proper estate plan that will hold up in court and allow assets to be distributed in accordance with the decedent’s wishes.

    Don’t be fooled by what you may have heard from others or read online, drafting a will and establishing trusts for your estate plan is no simple task. It is actually far more complicated than most people realize, which is why you should consult with an experienced and efficient estate planning attorney to discuss all of your options under the law.

    In addition to helping you gain a clear understanding of your situation, an estate planning lawyer can:

    • Update documents to account for major life changes such as divorce, the birth of a child, or the death of a loved one.
    • Draft and review all of the legal documents in your estate plan to ensure they accurately reflect your wishes and comply with the current laws in California.
    • Provide valuable advice regarding asset titling and beneficiary designations.
    • Answer future estate planning questions for you and your loved ones.

    There for Our Clients Every Step of the Way

    What They Have to Say About Our Estate Planning Services
    • Working with Edward and his Team to create my Living Trust was incredible!

      “Working with Edward and his Team to create my Living Trust was incredible! He's very knowledgeable and easy to work with. Edward took the time to thoroughly explain everything in a way that was easy ...”

      - Mike M
    • Mr. O'Hare was very attentive and engaging as we spoke...

      “The O'Hare law office was fantastic from 1st call to the last signature. I had a great introductory call with Allison who was very attentive and knowledgeable. Mr. O'Hare was very attentive and ...”

      - Erik W.
    • [Allison] did it with kindness, care and genuine concern.

      “I called O'Hare Law Offices because their ad kept popping up and I needed advice on how to go about some estate planning questions for an out of state family member. A gracious receptionist answered ...”

      - Keilana D.
    • Edward is very knowledgable and patient when answering all your questions, no matter how many times you ask.

      “Edward is wonderful!! I was looking for an attorney who does irrevocable trusts. I heavily like to compare qualified candidates and their rates, so I had called many law offices and the attorneys I ...”

      - Athena
    • He was extremely patient and answered my many questions no matter how many times I asked the same question.

      “I had absolutely no idea about anything related to a living trust. He walked me through everything. It was a simple and quick process. He was extremely patient and answered my many questions no matter ...”

      - Carol F.

    Start Planning Your Estate Today

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