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Wills & Trusts

Prepare for the future

With help from Randall Heiler Attorney at Law, you can be sure that you, your property and your loved ones are well handled in the case of your incapacitation or passing. A planned estate puts your wishes into legal format which instructs your family on how to handle your finances, medical needs and property if you are unable to do so, or if you pass away.

Meet your goals for the future

A proper estate plan addresses two main goals: management of the estate in case of your inability to manage it yourself, and management and distribution of the estate in the event of your passing. It is important not to forget the first part, which will address medical and financial decisions while you are living, but unable to make these decisions on your own.

Avoid probate, manage assets and minimize taxes

Most estate plans include the following tools to ensure these goals are met

• Revocable Living Trust
• Pour-Over Will
• Durable Power of Attorney
• Advance Medical Directive

• Guardian Nomination
• HIPAA Authorization & Waiver
• Final Disposition Instructions
• Property Distribution Instructions

• Certification of Trust
• Transfer Documents for Real Estate
• Transfer Letter for Financial Accounts
• Free Questions and Inquiries

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California State Bar Member Since 1991

Entrust your loved one
If you have been entrusted with the responsibility of administering your loved one’s trust after their passing, Mr. Heiler can help you ensure that it is done properly.

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Learn more about estates
The best way to plan your own estate or prepare for the distribution of your family member’s estate is to learn more about the processes involved.

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Contact us right now and schedule a free consultation.

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