The stories you've read illustrate just a few of the problems that arise when you don't have an estate plan or don't have a proper plan in place. The tables below summarize the pros and cons of the various options available.
When you don't have a plan in place, you are subject to the default rules of California law. This means that your loved ones will need court approval for everything.
Not having a plan is the cheapest option. But it will cause your family the most trouble on the back end. Not having a plan in place isn't a good option for families with children or with assets over $150,000.
Cheap Online Documents
There are several low-cost online options for estate-planning documents.
Using an online provider for estate planning is best for those with the willingness to educate themselves about estate planning and the time and confidence to properly execute their plan documents and to properly transfer title of all their assets to their living trust. Families that prefer to trust and rely upon the guidance of experts will not be happy with this option.
Theo Estate Planning
Theo Estate Planning offers comprehensive estate plans for young families, empty- nesters, and everyone in between.
Planning with Theo Estate Planning is best for families that want the peace of mind of knowing that, if something were to happen, their children would be protected and their wealth would be preserved. With this option, you'll rest easy at night knowing that everything has been properly taken care of.
As a thank you for educating yourself about estate planning and my services, I'd like to offer you a certificate for $300 of the cost of your estate plan. Enter your details below to claim your certificate.