California Wills – Trusts – Probate: Legal and CPA Services
Here you will find information, services and answers to your questions regarding California probate, wills, living trusts, trusts, conservatorships and estate planning at this Orange County website of Crockett Law Corporation. We handle all types of probate proceedings, including wills, living trusts, specialized trusts, and related lawsuits throughout California, including Orange County, Los Angeles, Riverside, San Bernardino, San Diego and beyond.
David L Crockett, founder of Crockett Law Corporation, is committed to providing excellent legal services for each client in all aspects of wills, living trusts, special trusts, conservatorships and probate. Attorney Crockett promises each client high quality legal work while giving each of your legal matters dedicated attention with respectful personal attention.
Will, Living Trust, Specialized Trust, and Estate Plan Services
Crockett Law Corporation routinely prepares all types of wills, living trusts, estate plans, and specialized trusts, including such important documents as a:
- Will for single persons or married couples to shelter a family’s assets and inheritances from estate taxes or other losses/claims
- Living trust that will allow your family to avoid the delay and cost of probate
- Lifetime or testamentary trust to protect family assets or take care of children, dependents or others requiring special care
- Life insurance trusts
- Healthcare power of attorney
- Financial matters power of attorney
- Community and/or separate property agreements for married persons
- Family limited partnership
- Comprehensive estate plan that avoids probate, reduces or entirely eliminates any estate taxes, while benefiting spouses, children, and your favorite charities.
Living Trust Administration
Attorney David L Crockett handles all of the legal steps needed for Living Trust Administration after a living trust owner has died, including:
- Advising the successor trustee
- Preparing all legally required notices
- Preparing a complete inventory and valuation for all assets
- Notifying creditors, paying creditors and handling creditor’s claims
- Preparing an accounting and distribution plan
- Preparing deeds and all necessary legal documents to transfer title
- Preparing the estate and trust tax returns — Attorney & CPA: an affordable one stop solution
- Property tax advice to minimize revaluation for future property taxes
- If the existing trust allows, reallocation of the assets into new trusts for the best possible tax benefits
California Probate Services
Most California probate services involve:
- Probate administration
- Preparing all legal and accounting documents
- Making all court appearances for the probate
- Ensure all necessary deadlines are me
- Managing, selling, and transferring real estate owned by the deceased
- Managing, selling, or transferring a business owned by the deceased
- Resolving inheritance issues and disagreements
- Minimizing/Defending Lawsuits and claims against the deceased’s estate
- “Frozen” bank accounts and investments owned by the deceased
- Other probate concerns and unique situations that need resolution
- Estate tax returns & property tax matters — Attorney & CPA: an affordable one stop solution
- Questions about whether the will is valid
- Locate heirs
- Will contests
California Conservatorship Services
Orange County Crockett Law Firm provides skilled, personal legal services for California conservatorships. We can:
- Advise you about a California conservatorship and other possible legal alternatives
- Prepare and file all conservatorship legal documents
- Appear for in court for you.
- When necessary, argue and negotiate for you in court
- Assist you with a conservatorship bond
- Refer you to other professionals you may need to manage a conservatorship
- Assist you with all aspects of managing an ongoing conservatorship
- Conservatorship accounting — Attorney & CPA: an affordable one stop solution
Lawyer David Crockett is available to represent conservators, protected persons (conservatees), or concerned, interested or impacted family members.
Benefits to Our Clients
David Crockett is committed to keeping each client fully informed while offering them the caring, personal guidance and support they need to make smart choices between different legal alternatives available in California.
“I firmly believe that there is a better way to practice law than divisiveness and dollars. We are dedicated to the idea that a law firm can serve its clients — even in such a ‘traditional’ field like the law — by being different.” — David L Crockett
How to Contact Crockett Law Corporation
Contact Us:
We handle California wills, trusts and probate matters throughout California. New clients are always welcome.We can be reached by telephone Monday through Friday, 9:00 a.m. to 5 p.m.
Telephone: (949) 851-1771
E-mail: David@Dcrockettlaw.com
Out of state Attorneys and Clients:
Our offices are literally in walking distance of nationally-connecting John Wayne Airport (SNA) for the benefit of out-of-state clients and out of state attorneys needing in-state assistance. Clients and counsel routinely fly in and out with no fuss, no traffic and no ground transportation issues.
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