SERVICES
PLANNING FOR YOUR FUTURE
Planning for your future is much easier to do now than later. It’s never a matter of “if” something happens. It will always be a matter of “when.” We tailor every plan around you. We use a simplified process that is free of unnecessary document drafting and simple to complete. We have the solutions to all your estate needs!
We recognize that your Estate is as unique as you are. Our goal is to satisfy all your Estate needs. We promise to treat you with respect and provide you with sound legal advice.
LET US ASSIST YOU!
Moeller Estate Law focuses entirely on the following services:
- Estate Planning
- Will & Trust Preparation
- Trust & Probate Administration
- Special Needs Planning
GETTING STARTED
Please review and complete the applicable Client Questionnaire and contact us to set up an appointment to discuss setting up your estate plan.
Select the applicable form and click to download and complete the questions prior to our initial meeting.
ESTATE PLANNING
A proper estate plan involves strategies to minimize potential estate taxes and settlement costs as well as to coordinate what would happen with your home, your investments, your business, your life insurance, your employee benefits, and other property in the event of death or disability.
WILL PREPARATION
A Will, is primarily designed to transfer your assets according to your wishes. A Will also typically names someone to be your Executor, who is the person you designate to carry out your instructions. If you have minor children, you should also name a Guardian as well as alternate Guardians in case your first choice is unable or unwilling to serve. A Will only becomes effective upon your death, and after it is admitted by a probate court.
TRUST PREPARATION
A Living Trust is a written legal document that creates an entity to which you transfer ownership of your assets. A Living Trust contains your instructions for managing your assets during your lifetime and for their distribution upon your incapacity or death. Significantly, a Living Trust avoids probate at death and court control of assets at incapacity.
PROBATE ADMINISTRATION
Probate is when the Court supervises the processes that transfer legal title of property from the estate of the person who has died (the “decedent”) to his or her beneficiaries. Usually, you fill out court forms and appear in Court to: Prove to the Court that the Will is valid, Appoint a legal representative with authority to act on behalf of the decedent, Identify and inventory the decedent’s property, and have that property appraised, Pay debts and taxes, and Distribute the remaining property according to the terms of the Will or to the decedent’s heirs.
TRUST ADMINISTRATION
A Trust Administration is not subject to supervision by the Probate Court. Instead, the Trustor appoints a Successor Trustee to administer her or his estate after the Trustor dies. Trust Administration is far less expensive and time consuming than a Court supervised Probate Administration.
SPECIAL NEEDS PLANNING
“Special Needs Trusts” manage funds for someone who may not be able to do so themselves due to disability. It also protects the beneficiary’s eligibility for public benefits, whether that be Medicaid, Supplemental Security Income (SSI), public housing, or any other program. Each situation and benefit program has its own rules which affect the drafting, funding and administration of special needs trusts.
IT IS A PRIVILEGE TO PARTNER WITH YOU IN ESTABLISHING YOUR ESTATE PLAN.
CONTACT
TODD MOELLER
Please complete the form, or call
(925) 301-8840
OUR PASSION
Helping people steward their assets…
Every Client is unique and has individualized goals. We strive to establish estate plans that
effectively and efficiently achieve and exceed client expectations.
Click “Schedule Appointment” or Call Us Today! (925) 301-8840
CONTACT
TODD MOELLER
DISCLAIMER
This web site is designed for general information only. The Law Office of Todd W. Moeller is licensed to practice law in the State of California only, and any information contained in this web site is based on general principles of California law. The information presented on this site should not be construed to be formal legal advice nor the formation of an attorney-client relationship.