
Our firm offers everything from simple estate planning to sophisticated planning for wealthy individuals and business owners. We will ensure that your assets go to your intended beneficiaries and that the maximum amount of wealth is preserved. Our services will help you make your final wishes clear, plan for your future, and plan for the future of your family.
We understand that everyone has unique assets and debts and we will work closely with you to create an estate plan tailored to your needs.
Revocable trusts are the centerpiece of most estate plans. We will design a revocable trust that meets your specific family and tax requirements. We will help you transfer all of your assets and properties to your trust and avoid the probate process.
Our services include, but are not limited to:
After a death, we will assist the surviving spouse or family to administer your revocable trust, transfer assets to beneficiaries, and complete required tax filings and planning.
If you have lost a loved one and are not sure what to do with their estate, we will walk you through the probate or trust administration process. Our goal is to make this process simple and straightforward. If your loved one left a will, we will help you fulfill their wishes; if not, we will provide guidance and support to ensure that the estate is properly administered.
We assist those with large estates to pass the maximum amount of assets and property to loved ones at the lowest income, gift, and estate tax cost.
For more information about our Estate Planning/Probate services, please call us at 650.573.9500 or email us at contactus@chauvellaw.com.