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Give The Gift of Estate Planning This Holiday Season

Estate planning affords us the peace of mind of knowing that our assets will be distributed as we choose, and also provides us comfort in knowing that our families are far less likely to be burdened by the stress and anxiety of estate disputes and the elevated cost and burden of the probate process.

The crucial pieces of an estate plan include:

  1. Revocable Living Trust
  2. “Pour-Over” Will
  3. Financial Power of Attorney
  4. Advanced Health Care Directive

Each document plays an important role in your plan for future uncertainty.

At Chauvel & Glatt, our experienced attorneys will counsel you through the entire estate planning process at an affordable price. Your flat rate estate planning portfolio will include all of the primary documents of your plan, as well as secondary documents to ensure it functions efficiently and effectively.

If you do not have an estate plan in place, now is the time to give the gift of security to your heirs. If you do have an estate plan, considering giving the gift of an estate plan to your loved ones who do not yet have that same peace of mind that you do. 

Contact us today to schedule a telephone, video or in-office consultation to get started or review your plan as it currently stands. We look forward to an opportunity to serve you in ensuring security in your loved ones’ futures.

This material in this article, provided by Chauvel & Glatt, is designed to provide informative and current information as of the date of the post. It should not be considered, nor is it intended to constitute legal advice.  For information on your particular circumstances, please contact  Chauvel & Glatt at 650-573-9500 for legal assistance near you. (photo credit: Depositphotos.com)


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