Estate Planning

Estate Planning Attorney in Santa Rosa

Establishing an estate preservation plan starts with discussing your generational estate goals with a knowledgeable estate planning attorney. Unfortunately, too many people forget that an estate plan should be part of your entire family law picture. Writing a last will or establishing a trust without really understanding how the laws will affect the administration of your estate upon your death could mean future probate problems for your spouse and heirs. It can also spell serious legal problems if your marriage or partnership dissolves.

At the estate planning and probate law office of  Charles D. Stark, I will take time to fully discuss your current financial situation and will explain how California family law affects the distribution and administration of your estate. Start your estate plan by hiring a lawyer who can help you fit all of the pieces together.  Contact my Santa Rosa law office for help with estate planning or with administration of Sonoma County Probate or trust estates.

I am  attorney Charles D. Stark, and I have more than thirty years of experience helping people understand how the law affects their lives, and their future. After we have established a clear picture of your estate, we will discuss how wills, trusts, and other estate planning options can help you meet those goals.

I also assist clients with the trust, probate, or estate administration process. Clients who are estate administrators are generally charged with accounting for the estate’s assets, paying creditors, liquidating property, and distributing the assets according to the will or trust. I help clients with the management, valuation, sale, and/or distribution of family owned businesses or closely-held companies. I prepare court documents and accountings, as well as, prove the will or defend it in a contest if necessary. I also aid clients in determining the tax liabilities of the estate, as well as, how proper administration might mitigate some of the estate tax burden.

Estate Planning and Probate Law:

  • Wills and trusts
  • Probate and estate administration
  • Probate litigation / will contests
  • Trust Administration
  • Will contest litigation
  • Advance healthcare directives
  • Financial powers of attorney
  • Family limited partnerships
  • Revocable and irrevocable trusts
  • Charitable and gift trusts

Starting an Estate Plan

It is especially helpful to complete the following two documents prior to your initial estate planning office consultation: These forms give me a better idea of what your estate planning needs are and will help me to tailor am estate plan that suits your needs.

Family Information Questionnaire

Estate Asset Summary Questionnaire

Call a Sonoma County Estate Planning Lawyer

If you are considering establishing a financial estate preservation plan, or if you are an administrator seeking help with Sonoma County probate,  contact me online or by phone at 707-527-9900 to schedule a meeting. Successful outcomes start with the right choices about your future. My rates are reasonable, either hourly or by flat-fee, and I accept Visa, Master Card, Discover, and American Express.

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