As a mover and shaker, a sound estate plan is critical to your end game. But there’s a problem . . . life constantly changes.
Estate planning is much more than the initial outcome. Estate planning and asset protection strategies need to keep pace. We believe your values should breathe life into your estate plan.
We provide detailed, well-constructed planning that takes the guesswork out of the process. Embracing all the angles – family issues, business issues, legacy issues – we guide you through the key decisions needed to reach your objectives.
Sapere’s estate planning services are a life-long partnership. We ensure your estate plan grows with you over the years to meet your changing needs.
No matter what life brings, your future is protected and your legacy lives on.
LIVING TRUST PACKAGE
Includes:
Revocable Living Trust
Guardian Nominations for Children and Pets
Assets Identification and Plan for Transfer Into the Trust
Special Provisions Placing Conditions on Distributions to Beneficiaries
Survivor’s Trust
Pour-over Will
Power of Attorney for Financial Management
Health Care Power of Attorney (Advanced Health Care Directives)
Transfer of One Asset Into the Trust
Notary Fees, Recording Fees, Family Estate Plan Book and Plan on USB Drive
Unfettered access to your attorneys throughout the process.
Strategic planning throughout; help with deciding who should manage your affairs.
After Trust Signing: Quarterly Attorney Check-Ins for Life
Children’s Trust
Pet Trust
Gun Trust
Medi-Cal Planning
Complex Estate ($5M +)
Additional Transfers to Trust (Assets):
Real Estate (Preparation of deeds; recording; recording fees; updating Trust Schedule of Assets)
Other Assets (Such as financial accounts, stocks, LLC membership interests, boats/vehicles, etc.)
EXISTING ESTATE PLAN –
REVIEW AND UPDATE*
Includes:
Up to 4 hours of attorney review/drafting time.
Updates to plan documents.
Identification of Non-Trust Assets/Transfer Plan
Transfer of One Asset Into the Trust
Notary Fees, Recording Fees, Updates on USB Drive
Unfettered access to your attorneys throughout the process.
Strategic planning throughout the process.
After Trust Signing: Quarterly Attorney Check-Ins for Life
* For outside plans brought to Sapere for review.
1. Schedule a Consultation
Your Sapere Law Attorney will spend 90 minutes listening to you, hearing your concerns and understanding your goals. You’ll leave with a heap of practical advice and a game plan for the very next steps you should take.
2. Retain the Firm
If both you and Sapere Law agree it’s time to take the next step, you’ll retain the firm through an agreement and a deposit. It’s that simple.
3. Meet Your Team and Launch Your Game Plan
When we become your lawyers, you’ll meet with us and get to know your personal legal team (yes, you get a team). We’ll work up the game plan, roll up our sleeves and get going. You leave your troubles at the door – that’s our job now.