Estate Planning for California Residents: We Offer Virtual Services!

Estate planning is essential for everyone, regardless of their financial status or age. It ensures you are cared for if you become incapable of managing  your own finances, and ensures that your assets are distributed according to your wishes and that your loved ones are taken care of when you’re no longer around. However, with busy schedules and geographical constraints, many people put off creating an estate plan. 

If you’re a California resident, Sequoia Estate Planning Inc. can help you create a personalized estate plan that meets your unique needs. The best part? You don’t even have to leave your home to get started. We offer virtual estate planning services, allowing you to meet over Zoom or by phone. 

Additionally, we have made the notarization process easier for California residents. We can send a notary public to your home or office to help you execute important estate planning documents, including wills and trusts. This means you don’t have to worry about finding a notary on your own or visiting a physical office.

Sequoia Estate Planning Inc. offers a range of estate planning services, including:

• Estate planning: We create personalized estate plans that ensure your assets are distributed according to your wishes, minimize taxes, and protect your loved ones.

• Wills & trusts: We draft wills and trusts that address your unique needs and circumstances, ensuring that your assets are distributed to the right people in the right way.

• Probate, estate administration, trust administration: Our experienced attorneys can guide you through the complex probate and trust administration process, making sure your loved ones are taken care of and your assets are distributed efficiently.

• Power of attorney: We help you plan for the possibility of incapacity by creating a power of attorney document that designates someone to make financial decisions on your behalf if you are unable to do so.

• Advanced Health Care Directive: We help you plan for the possibility of incapacity by creating a comprehensive plan that outlines your medical preferences and designates someone to make healthcare decisions on your behalf.

• Conservatorships: We guide you through the process of establishing a conservatorship to protect vulnerable adults who are unable to manage their own affairs.

• Business formation: We help you establish a business entity that provides liability protection and other benefits while aligning with your personal goals.

If you’re ready to create an estate plan that provides peace of mind for you and your loved ones, contact Sequoia Estate Planning Inc. today.