Trusts & Estates Lawyers
Planning for the future is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored. At Santos Walding LLP, we focus on providing comprehensive trusts and estates services to clients throughout California and New York.
Our experienced attorneys understand that every situation is unique, which is why we take a personalized approach to estate planning. Whether you’re creating a will, establishing a trust, or navigating a death in the family, we are here to guide you every step of the way. With our help, you can secure your legacy, minimize stress for you and your family, and gain peace of mind knowing your future is in trusted hands.
Estate Planning
Your estate plan maps out your wishes for what happens to your property after your death, as well as how you wish to handle the possible event of your incapacity.
Before you can develop a plan, you must first decide on your priorities. This includes thinking about your legacy, your loved ones, and charitable causes that may be important to you.
Trust-Based Estate Plans
Trusts are a basic building block of most modern estate plans. With a trust in place, families often avoid the slow, expensive and stressful probate court process. Trusts also often achieve optimal tax and asset-protection outcomes. A trust-based estate plan also includes supporting documents, such as wills, powers of attorney (for potential incapacity), and important health care directives to ensure your wishes are known.
Estate and Trust Administration
Estate and trust administration is a crucial process that ensures a deceased individual’s assets are managed and distributed according to their wishes, either in a probate court proceeding or an out-of-court trust administration. This involves identifying and valuing assets, settling debts and taxes, and distributing the remaining estate to beneficiaries.
Navigating legal requirements for estate administration can be complex and time-sensitive, making professional guidance essential.
Contact Santos Walding LLP Today
You deserve compassionate legal counsel who understands how to create and administer estate plans that meet your needs and comply with the law. Our team has experience with estates of all sizes, and we look forward to serving you. Contact us to learn more.