Estate Planning

CA Paralegal Services is dedicated to meeting your legal needs with a focus on property, business, and family law.

Estate Planning Services

CA Paralegal Services Services

A trust is a legal entity created to protect assets.

A will, also known as a last will and testament.

A deed is a legal document used to transfer ownership.

Probate is the legal process of administering assets.

Failing To Plan

Your estate plan is your legacy. Make sure you don’t regret leaving behind something as important and life-changing for future generations!

Digital Assets

The idea of digital estate planning may be new, but it’s an excellent way to make sure all your digital assets are handled in a manner that suits you.

Not Discussing With Family And Friends

It is important to have a conversation with everyone you cherish so they know what their role will be after your death of yours.

Naming Just One Beneficiary

This may be the most important part of your estate plan – making sure there are multiple contingent beneficiaries.

Final Arrangements

Planning for the future can be challenging, but with a bit of foresight and consideration, you can provide the necessary support and care for your loved ones in times of unexpected need.

Power Of Attorney

Naming a power of attorney (either medical or financial) and/or healthcare proxy is very important as these are the people who would step in to make decisions should you become incapacitated.