Serving Clients in CALIFORNIA and OHIO
FORMERLY WALWICK & FREED
Our Services
Estate Planning / Living Trusts
Creating a comprehensive estate plan that includes a revocable living trust, certificate of trust, pour over wills, financial powers of attorney, health care directives/powers of attorney for health care decisions, HIPAA waivers, and transfer documents, is a reasonable estate plan for the average family that owns their own home. A Living Trust Package prepared by our office and custom tailored for your family, will give you peace of mind that you have prepared for whatever life brings.
Probate and Trust Administration
If a loved one dies, with or without a will, and leaves sufficient assets for his or her heirs, a probate will most likely be necessary to pay bills and locate, obtain and distribute that loved one's assets to the beneficiaries. The formal and public Court proceeding which oversees that process, is called probate.
If someone dies and leaves a trust, the process is private and generally less expensive and more expedient than that of probate. The goals of paying all debts and distributing the assets to the beneficiaries is the same.
Trusts also offer an economic alternative to Guardianship in the case of incapacity or dementia.
Estate, Trust and Fiduciary Accountings
Where a Trust Administration or Probate requires a formal accounting, our office has the experience and knowledge to prepare and provide a statutorily compliant accounting at a fraction of the cost of a CPA.