TRUST AND WILL PLANS

CARING.  COMPETENT. COMPREHENSIVE.

TRUST AND WILL PLANS

At PMA Law we understand that you work hard to accumulate your assets and we understand the importance of protecting those assets to ensure they are properly passed on to the next generation.

 

PMA LAW handles delicate family matters with sensitivity. We take the time to learn about you, your family, your assets, and your vision for the future.  When we create an estate plan, you can rest easy knowing that it will be dedicated to seeing your vision come to fruition.  

 

At a minimum a comprehensive estate plan consists of:

  • Revocable Living Trust

  • Pour-Over Will(s) with guardianship nominations

  • Financial Durable Power of Attorney

  • Medical Power of Attorney/ Advance Healthcare Directive(s) (“Living Will(s)”)

  • HIPPA Authorizations

  • Schedule A Declaration of Trust Ownership of Property

  • Certification of Trust

  • Trust Transfer Deed

 

 If you currently do not have a plan or have a plan that may be outdated, call or email one of our attorneys to see how we can be of service.

Estate Planning

Practice Areas:

ESTATE PLANNING

BUSINESS & CORPORATE LAW 

REAL ESTATE 

Solana Beach

514 Via De La Valle, Suite 207

Solana Beach, CA 92075

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Carlsbad

701 Palomar Airport Road, Suite 300

Carlsbad, CA 92011

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Temecula

28693 Old Town Front Street, Suite 300

Temecula, CA 92590

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© 2020 Palecek, Morrison & Associates LLP  | 858-771-0776

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