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Westlake Village Estate Planning Attorney

If you are the average person in Westlake Village, California, you are very family-oriented, and the needs of your loved ones take precedence. Your interest in speaking with an estate planning attorney may have sparked because you understand your responsibility to protect their welfare and safety.

Estate Planning Attorney Westlake Village, California

Unfortunately, you might have postponed putting the necessary safeguards for their future. But the good news is that you’re at the right place now, and there is no better time than the present. The team at Hermance Law fully understands the delicate intricacies of planning an estate, and we are here to help. There is virtually no case we haven’t seen, and we are eager to share our knowledge with you.

Our Westlake Village office is located at:
2829 Townsgate Rd., Suite 100
Westlake Village, CA 91361

 

What Documents Are Needed for Estate Planning?

The process of estate planning could be complicated or straightforward, depending on your specific needs. It’s best to come in and speak with one of our specialists. But to simplify, your decision may come down to a choice between a will, trust, or a combination of both.

For instance, a will can be sufficient if you have few possessions and a simple family structure. However, trusts can make it simpler to maintain control and avoid probate in cases involving more complex relationships or substantial amounts of assets. On the other hand, a will can be all you need if you have a modest estate and a simple family structure. A trust would be a preferable option if, for instance, you wanted to decide when your heirs would receive assets after your passing.

If you have a child that has not exhibited a level of financial prudence to your liking, you may want to consider a “spendthrift trust.” Your family is unique, so your estate will be as well. When we have a clear picture of your objectives, we can carve out an estate plan that suits your needs.

These are some topics you may want to mull over before you come in to speak with us:

Family

​​In Westlake Village, three-quarters of dwellings are family homes. In a community with a proliferation of family units, the need for proper estate planning should be a no-brainer.

The courts and California law will undoubtedly make financial decisions in your loved ones’ best interests if you don’t. The way they distribute your hard-earned assets may go against your preferences. Your wishes must be represented on paper for the avoidance of doubt.

Guardianship

If you have children, arrangements should be made for their care in the event that you are no longer able to take care of them. Make sure your legal arrangements cover the payment of the guardians, or at the very least, that there is enough inheritance to pay for all necessary costs associated with parenting your young children. Before designating the chosen guardian(s), get their consent. At Hermance Law,

Estate Planning Attorney Anaheim

Assets

The majority of adults in Westlake Village are homeowners. This alone is a reason to have a plan in place. This could be done in several ways. You can give someone else your stake in the home as a gift. This keeps the transfer of the property easy and out of the clutches of probate. In a will, you might bequeath your house to a specific individual. You still have access to and use your home in a revocable trust, but the trust is the legal owner. It is a revocable living trust, so you can alter it or revoke it.

We understand that this is a sensitive topic. Fortunately, we are as skilled as we are tactful. We match our years of experience with humanity and lead with a degree of understanding and empathy you’re not likely to find elsewhere. Contact us today so we can build a plan designed specifically for you.

Our Estate Planning Packages & Costs

All of our estate planning packages are done on a flat-fee basis, so clients know how much the plans cost before getting started.

We accept payment by check, cash, and credit card (mastercard and visa).

We also have payment plan options available for clients through AFFIRM Payments.

Our Estate Planning Process

We understand that Estate Planning is generally an item on your To-Do list that keeps getting pushed towards the bottom of your list. Let’s be honest, it’s not glamourous to do and it requires you to think about things that you just don’t want to think about. But, it is so important to ensure that your family is planned for and protected.

Our process is designed to make it as easy as possible for busy families to complete their Estate Plan in 4 to 6 weeks. We have flexible schedules to allow working families to meet in the evenings or even on some Saturdays. We use the latest technology available to ensure the families can access information and messaging 24×7.

Hermance Law Estate Planning Process

Stage 1: Family Planning Appointment

After our phone consultation, the first meeting is an opportunity for us to get to know each other to determine if we are a good fit to work together. You will need to complete a online worksheet at least 2 days prior to our meeting in preparation for it. The Family Planning Appointment uses the worksheet you complete to give us an idea of what your currently family situation and finances are. During the Family Planning Appointment, you meet with an attorney to design an Estate Plan that specifically addresses your family needs. All Estate Plans are done on a flat-fee basis so you don’t have to worry about hidden fees coming up throughout the process.

Stage 2: Pre-Signing

During this stage, your entire Estate Plan is drafted within 2 weeks of signing our legal fee agreement and paying your invoice. An Estate Planning summary is sent to you for your review and we send you any follow-up questions we have. During this stage of the process we use our online secure client portal to share documents and communicate with each other. After you review the summary, you then send back any questions or revisions using our secure client portal. You will also meet with your attorney virtually again during this stage to go through all of your estate planning documents, answer any questions, make necessary changes, discuss trust funding and next steps, and discuss your A-Team of professional advisors. We then finalize all your Estate Planning documents for your Signing.

Stage 3: Signing Estate Planning Documents

At this stage, we have an in-person meeting or online remote signing where you sign your Estate Planning documents. Our hope is at the end of the meeting, you will feel a tremendous weight lifted from you and a feeling of accomplishment for protecting your family.

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Stage 4: Post-Signing

Our relationship doesn’t end at the signing. We will be in contact with you every 3 years to review your Estate Plan as part of our service. But that’s not all, as a client you will receive communications from us on an ongoing basis updating you as needed and providing you tips and education on family planning. We are always here for you if you have any questions.

Planning Framework for Parents

The Exceptional Client Experience

At Hermance Law, we strive to provide our clients with the absolute best experience possible. Our offices are child-friendly to accommodate every member of your family. Our team is dedicated to assisting you every step of the planning process. We want you to know that here you aren’t just clients, you are a part of the Hermance Law family. 

We are here to help you

Do you need assistance getting your estate plan completed? We can help you get a plan in place and make sure your wishes are legally documented and that your family is protected, giving you peace-of-mind. To get started, call our office at (805) 518-9633, click below to schedule an appointment, or complete the form below and one of our team members will be in contact with you. We will help you determine what type of estate plan makes sense for your situation. You do not have to make these decisions alone.

Please complete this form and one of our team members will get in touch with you

Contact Us

Locations

4476 Market Street, Suite 602
Ventura, CA 93003
(805) 518-9633

2829 Townsgate Road, Suite 100
Westlake Village, CA 91361
(805) 518-9633

28015 Smyth Drive,
Valencia CA 91355

(661) 669-8472

1055 E. Colorado Blvd., Suite 500
Pasadena, CA 91106
(626) 709-2847

15615 Alton Parkway, Suite 450
Irvine, CA 92618
(949) 676-6016

26565 West Agoura Rd., Suite 200
Calabasas, CA 91302
 (818) 626-3543

Serving clients throughout California Virtually 

Disclaimer: The attorneys at Hermance Law, A Professional Corporation, are licensed to practice law solely in California and meets with clients by appointment only. Nothing in this website should be taken as engaging, or offering to engage, in any activities in any jurisdiction where those activities would constitute the unauthorized practice of law or would otherwise be unlawful or improper. The materials appearing on this Website are provided for informational purposes only and do not constitute legal advice. You should not take action based upon this information without consulting legal counsel. This site is not intended to create an attorney-client relationship. The hiring of a lawyer is an important decision that should not be based solely upon any single source of information, including advertising on this Website.

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