Trusts, Wills and Asset Planning to Protect You and Your Loved Ones
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As a mover and shaker, a sound estate plan is critical to your end game. But there’s a problem . . . life constantly changes.
- The needs of your family change.
- Business needs change.
- Markets change.
- Investment opportunities change.
- Your ideals and your goals change.
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.
Estate Planning Offerings
Living Trust Package
Includes:
Pet Trust
Gun Trust
Pour-over Will
Survivor’s Trust
Children’s Trust
Medi-Cal Planning
Revocable Living Trust
Complex Estate ($5M +)
Transfer of Asset Into the Trust
Power of Attorney for Financial Management
Guardian Nominations for Children and Pets
Assets Identification and Plan for Transfer Into the Trust
After Trust Signing: Quarterly Attorney Check-Ins for Life
Unfettered access to your attorneys throughout the process.
Health Care Power of Attorney (Advanced Health Care Directives)
Special Provisions Placing Conditions on Distributions to Beneficiaries
Notary Fees, Recording Fees, Family Estate Plan Book and Plan on USB Drive
Strategic planning throughout; help with deciding who should manage your affairs.
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*
Updates to plan documents.
Transfer of One Asset Into the Trust.
Strategic planning throughout the process.
Up to 4 hours of attorney review/drafting time.
Identification of Non-Trust Assets/Transfer Plan.
Notary Fees, Recording Fees, Updates on USB Drive.
After Trust Signing: Quarterly Attorney Check-Ins for Life.
Unfettered access to your attorneys throughout the process.
Working With Us Is Simple
1. Schedule a Consultation
During your consultation, the Sapere Attorney or Mediator will listen to you, hear your concerns and understand 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 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 or mediators, 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.
