The Law Offices of William S. Dunlevy
Serving clients in Camarillo, Thousand Oaks and the surrounding areas of California
Call 877-335-3969

There is no need to fear the estate planning process

If you prefer to avoid conversations regarding your own mortality, you may relate to many California residents who say they don't even like to think about the topic, much less talk about it. On the other hand, you might be among those who understand that, even though such discussions may be somewhat uncomfortable, it is important to at least speak to loved ones about your wishes. It is also helpful to connect with an experienced legal advocate to place your wishes in writing and use the estate planning process to your benefit.

When executing an estate plan, you can customize the documents you include to address any and all of your medical and financial needs, as well as long-term care issues, inheritance matters and other issues, as well. Whether your priorities include designating someone as guardian of your children, setting up a trust or stating what type of medical care you want or don't want in a life-threatening situation, you can choose appropriate documents to state your wishes in writing. It is always best, especially when naming others in estate documents, to speak with those people ahead of time to make sure they clearly understand their roles.

Once you sign an estate plan (which, of course, must be done when you are of sound mind), you may change or update it as needed. In fact, regularly reviewing your plan and keeping it updated helps avoid potential problems down the line, especially if divorce or remarriage takes place, new births or other issues arise. An updated plan is one of the best ways to ensure that your children or other heirs and beneficiaries won't challenge your will or fight over an inheritance.

The Law Offices of William S. Dunlevy in California are fully equipped to address any and all aspects of the estate planning process. If you wish to seek guidance as to which documents to include in your plan or need support regarding how to change or update an existing plan, you may request a consultation with one of our experienced attorneys. Our goal is to provide strong support to help you devise a plan that gives you peace of mind in knowing that your intentions and needs are clearly documented and that all is in order when it comes time to administer your estate.

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