Reliable Estate Planning Services in Roseville

Ensure Your Money Goes Where You Intended

Providing Legal Assistance with Wills, Trusts, Probate, Advanced Health Care Directives, Durable Powers of Attorney and Other Estate Planning Services

We know that simply structuring a will is not enough. To ensure your loved ones inherit your estate, avoid costly probate expenses, taxes and delays, an estate plan must be properly structured, funded, activated and monitored throughout your lifetime. You also need an Advanced Health Care Directive and Durable Powers of Attorney to make certain you or your adult children receive the proper care in case of and emergency or incapacity. That’s why you need more than a planner; you need the attorneys at McCunn and McCunn, LLP. Because we know that a sound estate plan takes more than just drawing up a simple trust or will.

Back in the era of steamboats and clipper ships, captain’s hired pilots expert in the local waterways. Today, we have the electronic super highway that allows us to download cheap, boilerplate wills, sidestepping the experts. While we might not be worried about running aground or navigating risky passages, it is still imperative to hire an expert guide; one who understands the ever-changing waters of today’s legal system and technology.

With McCunn and McCunn LLP, you not only get expert attorneys who assist you in setting up your plan, you get the benefit of our cutting-edge electronic vault technology that allows us to proactively and securely monitor your documents to ensure the trust stays funded and in compliance. We maintain a lifelong relationship with you to make certain your documents remain up-to-date based on changes in your personal assets or circumstances, as well as current tax and privacy laws and heath care directives. This old world partnership using the latest technology allows you to navigate uncharted waters with confidence.

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Estate Planning Services Provided by Our Lawyers in Roseville

Preparation of Documents

• Advanced Health Care Directives
• Durable Powers of Attorney
• Wills
• Trusts

Estate Plan Assistance

• Titling of Assets

• Beneficiary Designations
• Preparation of Documents Ancillary to Implementation

Trust Administration

Court Proceedings

• Probate
• Guardianship
• Conservatorships

 

We develop customized estate plans, trusts and wills that meet your needs and priorities and help to avoid costly probate.

We provide a no-obligation review of your current plan to ensure it meets your needs, is fully funded and in compliance.

In the unfortunate event that a loved one has passed without a proper will, we can help you handle the court procedures necessary to distribute the assets with minimum delay and cost.