Estate planning encompasses both planning for the distribution of your assets after your death and planning for your potential incapacity. Without an estate plan, the state of California has made a plan for you. If you want a say in who will care for your children, who will receive which of your assets, or how to be cared for in the event of incapacity, then you need an estate plan. 

Revocable Living Trust estate plans include:

• revocable living trust
• pour-over will 
• financial power of attorney
• healthcare power of attorney
• HIPAA authorization
• end of life decisions
• tangible personal property memorandum

At Live Oak Estate Planning you will work directly with the attorney to develop the best estate plan based on the specific needs of you and your family. All estate plans are done on a flat fee basis. The fee is agreed upon ahead of time. You will never receive a surprise bill. The attorney is available to answer questions without fear of getting a bill in the mail a week later.

The estate planning process generally consists of 3 meetings: an initial consultation to go over your goals and needs (1-2 hours in person or virtual), the Signing Meeting (1-2 hours in person), and a meeting to discuss funding your trust and leave a recorded legacy interview for your loved ones (1.5 – 2.5 hours in person or virtual).