Comprehensive Elder Law and Estate Planning in San Jose

Secure Your Family's Future with Expert Estate Planning in California

One of the greatest gifts you can leave your family is a comprehensive estate plan that addresses your personal wishes and end of life choices. An estate plan is comprised of several important legal documents that prepare your loved ones for any sudden medical emergencies and your passing.

By including a will and personalized trust protections in your estate plan, you can even protect your personal and real property from the probate process and guarantee that they are properly distributed to your intended beneficiaries.

Key Components of a Comprehensive Estate Plan

Essential Elements of Your Estate Plan:

• Will
• Revocable and irrevocable trusts
• Advanced healthcare directive
• A durable power of attorney for healthcare
• A durable financial power of attorney

At Ferrari Ottoboni Caputo & Wunderling LLP, our experienced estate planning lawyers in San Jose can help you prepare for the unpredictable future today. During your appointment, we can review your personal and legal objectives, explore your specific options, and develop a solid estate plan that can’t be challenged in court.

Importance of a Custom Estate Plan for Your Family

Only an experienced San Jose estate lawyer can help you develop a comprehensive estate plan accurately reflects your personal needs and legal objectives. Many people don’t realize that online “Do It Yourself” guides don’t take specific state laws and individual circumstances into account.

Key Considerations for Your Personalized Estate Plan:

• Your assets
• Your medical history
• Your unique family dynamics

Guiding Decisions with Our San Jose Estate Planning Firm:

• Your legal beneficiaries
• The correct distribution of your assets and property
• Which designated guardian will care for your minor children
• Which designated representative will care for your special needs relatives
• Who has the authority to manage your finances if you’re incapacitated
• Who has the authority to make medical care decisions on your behalf
• Your end-of-life decisions

When to Update Your Estate Plan for Optimal Protection

Anyone can benefit from having an estate plan, regardless of age or wealth. However, it’s inadvisable to complete your estate plan and then lock it away for decades.

Reviewing Your Estate Plan: Key Life Events to Consider

In fact, you should review the contents of your estate plan every few years or after any significant life event. The goal of estate planning, after all, is to protect your personal choices and your financial assets.

You may need to update or modify your estate planning documents to account for the important life changes you experience. For example, any new assets or property that are left out of your estate plan may suffer the consequences of the probate process.

Contact Our San Jose Estate Planning Attorneys for Guidance

Ferrari Ottoboni Caputo & Wunderling LLP is renowned as one of the country’s premier law firms. Our San Jose estate attorney believes that our success is due to the dedicated representation and personalized legal services we consistently provide to our clients.

By understanding your personal goals and legal objectives, we can help you develop an estate plan that safeguards your interests. Contact our San Jose estate planning attorneys if you’re interested in drafting or modifying your estate plan. We can answer any questions or concerns you may have about your estate or the general probate process.