At the Law Offices of Joel A. Harris P. C., our California estate planning attorney is an experienced, compassionate advocate for people and families. We are here to help you put a comprehensive estate plan in place. If you have any questions, professional help is just a phone call away. Contact us at our Antioch law office for a confidential consultation with a California estate planning lawyer.
Estate planning is complicated. Our founder and principal attorney Joel Harris is an experienced, effective estate planning attorney. With more than 30 years of estate planning experience in California, he is a State Bar Certified Specialist in Estate Planning, Trust & Probate Law. We are prepared to provide personalized guidance and support to help you develop a custom estate plan that best meets your goals and needs. The estate planning strategy that works well for someone else may not be the right option for you and your family. We are ready to help you every step of the way.
The Grantor: The grantor is the person or couple who establishes the Trust. This can also be referred to as the Trustor. This is you.
The Trustee: The Trustee is the person named by the Trust as the controller of the Trust’s assets. The initial Trustees are usually the same people as the Grantors – you. The Successor Trustees are the people you appoint to take over management of the trust on your incapacity or death.
Beneficiaries: The beneficiaries are the heirs who will receive the assets and benefits the Grantors set for them in the Trust, after the Grantors have died. The Grantors may make a wide variety of special provisions for the beneficiaries, such as age restrictions for young or irresponsible beneficiaries, and special needs provisions for handicapped or disabled beneficiaries.
The Law Offices of Joel A. Harris P. C. is a boutique law firm specializing in estate planning and probate law. Every person has an estate—and everyone should have a comprehensive estate plan. Estate planning is about far more than figuring out who inherits what. It is about protecting your health, well-being, finances, and family in the future. We provide a full range of individually tailored estate planning services in California. Our firm helps clients with:
We provide expert guidance in drafting your will to ensure that your assets are allocated according to your wishes. We manage everything from simple wills to complex estate plans, including handling issues related to the appointment of guardians for kids.
Trusts can be highly effective estate planning tools. We have the skills and experience to handle a full range of trusts, including living trusts, irrevocable trusts, charitable trusts, and special needs trusts.
A power of attorney (POA) allows a trusted person to act on your behalf if you are not able to manage your affairs. We can help you set up a POA.
We assist in drafting advance directives. Our services include the creation of a living will and the appointment of healthcare proxies.
Business owners have unique estate planning needs. We provide comprehensive estate planning tailored for business owners. Along with other things, we focus on succession planning, asset protection, and tax implications.
Our firm has extensive experience with probate law in California. We assist with estate inventory, creditor negotiations, and asset distribution.
At the Law Offices of Joel A. Harris P. C., our California estate planning attorney has the skills and experience to help protect your family’s future. If you have any specific questions or concerns about estate planning, we are here to help. Contact us today for a fully confidential initial consultation. With an office in Antioch, our firm provides estate planning services throughout the wider region, including in Contra Costa County, Alamo, Antioch, Berkeley, Brentwood, Danville, Discovery Bay, Lafayette, Lamorinda, Moraga, Oakley, Orinda, Richmond, San Ramon, and Walnut Creek.
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