Experienced Wills, Trusts And Probate Lawyers
What will your financial legacy be for your family members and loved ones? If you have never given this question much thought, perhaps it is time. Whether you are just starting out in 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 estate plan.
A Tradition Of Care For Our Clients
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. We are attorneys Patrick Pace and Charlotte A. Flanigan. Today, we are proud to continue the tradition of a firm that has been rooted here for more than 40 years.
Whether you have already tried to handle your estate planning yourself through a website or want the guidance of an experienced estate planning attorney before you take the first step, we are ready to help you meet your objectives. Call the office at 760-679-3432 today.
Our Estate Planning Services
We invite you to speak with our attorneys to schedule a consultation to sit down with us to discuss your asset protection needs. We will review your finances and develop a strategy that works for your circumstances.
We help clients create initial drafts and modify existing wills. It is important to make sure the courts know your specific last wishes about the distribution of your estate upon your death. A will allows you to choose how your property will pass to your surviving spouse and heirs. A will can be used to name a guardian for minor children.
Trusts are important estate planning instruments that allow you to manage your assets while you are still alive, as well as determine how your assets will be distributed to heirs and beneficiaries after your death. A trust can be set up to meet just about any kind of specific need, including the following:
- Distributing assets to your children and grandchildren for college education
- Funding your favorite charity or religious organization
- Establishing a real estate trust to allow your surviving spouse to remain in your home
- Ensuring financial assistance for an adult child with special needs
When an estate holder dies, there are often final tax and asset issues to settle. We 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 closeout accounts
- Family representative and assisting the executor
- Ancillary probate for out-of-state matters
- Contested will dispute resolution
We provide guidance through the process of gathering assets and managing the estate, paying any debts and taxes and distributing the remaining property to the heirs of the estate.
In addition, if you have gone through a major change of circumstances, such as divorce, remarriage or the death of a spouse, updating your will should be a high priority.
Contact Us For Estate Planning
We advise and represent clients in estate planning and probate matters throughout Imperial County in Southern California. Call our El Centro office at 760-679-3432 or contact us by email to schedule a meeting with our attorneys.