P.O.Box 225081, San Francisco, CA 94122

call us415-534-1200

San Francisco Estate Planning Attorney

Sunset District estate planning lawyer

Lawyer Helping Clients Create Wills, Trusts, and Comprehensive Estate Plans in the Bay Area

It is a fact of life that at some point, everyone must pass on, and while the circumstances of your eventual death may be uncomfortable to consider and impossible to predict, you may feel more at peace if you know that your affairs are in order before you go. The best way to ensure that this is the case is to create a comprehensive estate plan.

At the Law Office of Martin Alperen, we understand that estate planning can be emotionally challenging and legally complex, and we also know that too many people put it off until it is too late. We strive to make estate planning easier and more accessible to clients throughout San Francisco and the Bay Area by educating you on the different components of an estate plan, walking you through the necessary steps to put them in place, and bringing our services to you at a time and place that fits into your daily life.

What is an Estate Plan?

Though you may think of estate planning as something that focuses mostly on events after your death, in truth, it can also provide many benefits during your lifetime. Some of the most important functions of a thorough estate plan include:

  • Protecting your assets throughout your lifetime and beyond
  • Ensuring that your assets pass to your chosen heirs and beneficiaries after your death
  • Providing for your spouse or partner, children, and other family members
  • Accounting for situations in which you become incapacitated
  • Ensuring you receive the health care you want in your later years
  • Solidifying your legacy for many years to come

An estate plan is not just a necessity for the elderly or the wealthy. Regardless of your age and economic status, you and your family can benefit from having a clear plan for the future.

What Does a San Francisco Estate Plan Include?

There are many possible elements of an estate plan depending on your needs, but some of the most common include:

  • Wills: A will is perhaps the most fundamental document for ensuring that your property and assets are administered according to your wishes after your death. In it, you can name the people and organizations to whom you wish to bestow property, as well as your preferred legal guardian for any minor children you leave behind. You can also name an executor who will be responsible for handling your estate during the probate process.
  • Trusts: Trusts are an alternative method of passing assets to your beneficiaries. You can set aside funds or property to be managed by a trustee and distributed according to conditions that you establish. Trusts offer the added benefit of bypassing probate, and some kinds of trusts can also protect your assets from creditors and estate taxes.
  • Powers of attorney: A power of attorney ensures that someone you trust has the power to make decisions on your behalf if you are incapacitated either temporarily or permanently. You may choose to grant decision-making authority for matters involving your property and finances, your personal care, or both.
  • Advance health care directives: An advance health care directive specifically addresses your medical care and treatment upon your incapacitation. Within it, your living will provides instructions related to your treatment preferences, and your power of attorney for health care enables a trusted person to make decisions about your care based on your instructions and their own best judgment of what you want.

Contact a San Francisco County Estate Planning Lawyer

With so many important decisions to make, we expect that you will have questions, and we are ready to answer them. Whether you need to update an existing estate plan or start completely fresh, contact us today at 415-534-1200 to schedule a free initial consultation. We serve clients in San Francisco, Berkeley, Oakland, and surrounding locations throughout the Bay Area.

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