Protect Your Future And Legacy With A Wills And Trusts Attorney
Our founding attorney, Alec Harshey, has been practicing estate planning law since 1978, bringing over 47 years of dedicated experience to each client’s unique situation. Through decades of service, he has developed a deep understanding that every California adult with assets or family responsibilities needs proper estate protection.
At the Law Office of Alec Harshey, attorney Harshey and our staff are committed to creating personalized wills and trusts that safeguard your legacy and provide lasting peace of mind for you and your loved ones.
Every Adult Should Have A Will In Place
Establishing a will is an important part of any estate plan. A will can help you achieve a number of legal and financial objectives, including:
- Determining your wealth and assets’ division after death
- Naming the executor of your estate
- Designating specific gifts of property or money to individuals or charities
- Appointing trusted loved ones to make decisions over your finances and health care should you become incapacitated
A will with oversights and ambiguities will leave your estate planning goals on shaky ground. By hiring our experienced attorney, you can draft a will and other estate planning documents that are legally sound and binding. At our firm, attorney Harshey will make sure your wishes are carried out after your death.
If you are seeking to establish a will in California, the Law Office of Alec Harshey is here to handle all of the necessary details. Our team has significant experience handling estate planning matters for clients in Hemet, San Jacinto, Temecula, Moreno Valley Murrieta Lake Elsinore, Banning, Beaumont, Palm Springs, Palm Desert Valleys and throughout the surrounding areas.
How California Residents Can Benefit From Trusts
Our clients often ask us, “Do I really need a trust or is a will enough for my situation?” Our answer is always “Yes! A trust can be beneficial to your situation.” We commonly establish trusts in conjunction with a will and other estate planning documents. Trusts bypass the probate process and transfer assets directly to your chosen beneficiaries. The key benefits to California homeowners and families are:
- Avoid probate: Save your loved ones from California’s lengthy and expensive court process that can take one to two years to complete
- Privacy protection: Keep your estate details confidential, unlike public probate proceedings
- Tax advantages: Potentially reduce estate taxes and maximize the inheritance for your beneficiaries
- Control after death: Dictate how and when your beneficiaries receive your assets (especially important for protecting minor children)
- Incapacity planning: Manage your affairs if you become unable to do so, without court intervention
When you choose our firm, we will sit down with you to discuss the merits of a living trust and other estate planning instruments as part of a comprehensive estate planning package.
The Process Of Establishing A Trust In Riverside County
If you’re looking to start a trust for your family, home or business assets, the process can be complex without an attorney. Here at our firm, we take you through the following steps to ensure your trust is properly established:
- Initial consultation to understand your goals and assets
- Design a customized trust structure that meets your needs
- Draft all necessary legal documents
- Transfer assets into the trust (funding)
- Execute documents with notarization
Upon your death or incapacity, the person you designated as your successor trustee (the one who takes over when you can’t manage the trust) will handle your assets based on the instructions you left. This happens without needing to go through the courts. Your family members will receive their inheritances more quickly and with less hassle, and the details of what you owned and who gets what will stay private, unlike in the probate process, where everything becomes public record.
Contact Our Wills And Trusts Attorney Today For A Consultation
Attorney Harshey focuses on estate planning solutions that protect the security and long-term goals of you and your family. Whether you’re planning for retirement, have recently purchased property, need to update existing documents or are concerned about providing for minor children, our lawyer is here to help.
Contact our Hemet office today to schedule a consultation with our wills and trusts attorney. We are reachable via this online form or through our toll-free number at 877-824-8147. Spanish-speaking staff members are available to assist clients throughout Riverside County and California.