Therese Harris Law Offices - Personal Injury Attorney, Paso Robles Therese Harris Law Offices - Personal Injury Attorney, Paso Robles

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Estate Planning

Estate planning is helpful for all families. If you own any property and have family, you should have a basic estate plan to properly distribute those assets. Your family will also appreciate having the certainty of knowing your wishes and the legal authority to properly care for you in the event of illness or accident.

Peace Of Mind For Your Family

With an estate plan, you gain the peace of mind knowing your wishes will be carried out after your death, your children are cared for by someone of your choosing and your family is spared from unnecessary fighting or guessing about your assets.

Important Estate Planning Documents

A well-prepared estate plan is often comprised of several legal documents, each protecting a different element of your life. We help you determine which documents are needed to protect the things in your life that matter. We work with you to draft and review:

  • Wills: A will is used to distribute property of your estate. We can help you write a will that meets your and your family's needs.
  • Trusts: Trusts are important in California because they allow estate assets to pass to beneficiaries without probate. We can help you determine if you need a trust and the types of trusts that would be most useful for your situation.
  • Advance health care directive: If you become incapacitated, this document ensures your care wishes are known, removing decision-making stress from your family. Advance health care directives allow you to appoint someone to make decisions about your health care.
  • Durable power of attorney: A durable power of attorney for property management is important because it gives legal authority to allow a trusted individual to take care of your financial affairs should you become incapacitated. This is different than a general power of attorney, which is not effective during an incapacity.

Our attorney will help you review your plans and help determine which documents you need to protect your family.

Contact Us

We provide experienced assistance with estate planning needs in San Luis Obispo County. Call our San Luis Obispo County office at 805-369-2053 or use our online form to make an appointment with our lawyer.

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P.O. Box 5084
Paso Robles, California 93446

Phone: 805-369-2053
Fax: 805-426-9375
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1400 Railroad Street
Suite 101A
Paso Robles, California 93446

Phone: 805-369-2053
Fax: 805-426-9375
Map & Directions

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