Experienced Wills And Trusts Lawyer

What will your financial legacy be for your family members and loved ones? If you have never given this question much thought, perhaps it's time. Whether you are just starting out on your career, circumstances have changed significantly at mid-life or you are getting ready to retire, it is always the right time to start thinking about your financial legacy.

Attorney Patrick M. Pace — Continuing A Tradition Of Lawyers Who Care

The law firm of Pinney, Caldwell & Pace, in El Centro, California, has a long tradition of providing successful estate planning and probate services for individuals and families in Imperial County. I am attorney Patrick Pace. Today, I am proud to continue the tradition of my two former law partners who started the firm more than 30 years ago.

Whether you have already tried to handle your estate planning yourself through a website, or need to take the first step, I am ready to help you meet your objectives. Call the office at 760-679-3432 today.

I invite you to contact the firm to schedule a consultation to sit down with me to discuss your asset protection needs. I will review your financial circumstances and develop a strategy to help protect your legacy for your loved ones.

My services include:

Wills: Initial drafts and will modifications. It is important make sure the courts know your specific last wishes about the distribution of your estate upon your death. Don't take it for granted that your assets will pass automatically to your surviving spouse and heirs. In addition, if you have gone through a major change of circumstances, such as divorce, remarriage or death of a spouse, updating your will should be a high priority.

Trusts: Living trusts are important estate planning instruments that allow you to determine how your assets will be distributed to heirs and beneficiaries while you are still alive, as well as after your death. A trust can be set up to meet just about any kind of specific need, including distributing assets to your children and grandchildren for college education; funding your favorite charity or religious organization; real estate trusts to keep your surviving spouse in your home; and financial assistance for an adult child facing special needs.

Probate: When an estate holder dies, there are often final tax and asset issues to settle. I am ready to help you and your family through the probate process, including services such as:

  • Final asset inventory and tax preparation
  • Estate administration to work with creditors and close out accounts
  • Family representative and assisting the executor
  • Ancillary probate for out-of-state matters
  • Contested will dispute resolution

Learn More About Meeting Your Estate Planning Objectives

From offices in El Centro, I advise and represent clients in estate planning and probate matters throughout Imperial County in Southern California. Call the office at 760-679-3432 or contact me by email to arrange an opportunity to meet.