San Jose Will Attorney
Creation of Wills to Protect Your Family's Welfare
Any individual or couple with financial investments, children, or assets will benefit from a will. I am Sue Campbell, and I have been serving individuals and families throughout San Jose and have over 25 years of experience involving wills and estates planning.
I am a San Jose will lawyer and can assist you in creating a tailored will to protect your financial interests, your loved ones and the future well-being of your family.
- Representation for young families who want to make sure their children are protected with proper legal arrangements
Health care directives and powers of attorney should you become incapacitated
- Designation of assets and determination of beneficiaries for couples with significant assets
- Individuals and families whose net worth is under $150,000 and do not need more complex planning involving taxes or trusts.
Simple wills can be a good estate planning tool. They often are a good choice for young couples or individuals who do not have a lot of assets.
A will works best in conjunction with other estate planning techniques. If most of your assets can be transferred though a beneficiary designation or though joint tenancy and you do not have minor children, then a simple will is probably all that you need. The state of California allows the transfer of up to $150,000 without the need for a probate. Assets that are in joint tenancy or have a beneficiary do not count towards the $150,000.
If you own real property and you only have a will, your estate will need to be probated
A will can accomplish all of your estate planning needs. You can do anything with a will that you can do with a living trust. The main disadvantage is that a will requires probate if your estate is over $150,000 or if you own real property.
You can even put a trust in a will that will become effective at your death. This is called an inter vivos trust, and can be used to provide for your children or other beneficiaries after your death. However, if a complex will is needed, it is often better to consider a living trust. A living trust is more flexible and does have the advantage of avoiding probate.
Free Attorney Consultation
For a free consultation with an experienced Santa Clara simple will lawyer, contact me to set up an appointment. Feel free to call my office at 408-277-0648 or contact me by e-mail. Early morning and evening appointments are available by request.
My office in downtown San Jose is open Monday through Friday from 9 a.m. to 5 p.m. I offer free parking located directly adjacent to my office.