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Don’t Let Your Legacy Be a Burden.

Let Estate Planning Make It a Blessing.

By creating an estate plan, you can ensure that your assets are distributed in
a way that reflects your values and honors your family’s needs.

INCLUDES THE FOLLOWING DOCUMENTS:

Revocable Living Trust

Pour-Over Will (includes Guardian Nomination)

Advance Health Care Directive

Power of Attorney

HIPAA Authorization

Certificate of Trust

General Assignment

Personal Property Memorandum

Estate Planning Summary

Trust Funding Toolkit

Memorial Instructions and Funeral Wishes

Get started with our NEW LOW COST

Digital Estate Plan

California Residents Only At This Time

Why Create an Estate Plan?

Creating an estate plan is an act of kindness and compassion toward the people you love most. It shows that you care deeply about their well-being beyond your time with them.

It’s an opportunity to ensure they are taken care of and your legacy is carried on in a way that is true to your values and beliefs.

Our digital-only estate planning tool was created to help you do just that. It allows you to legally document your wishes about your estate and family affairs so the court doesn’t have to do it for you.

This tool empowers you to take your family’s legacy into your own hands and complete an online questionnaire conveniently from home, while offering assurance of you estate planning questions during a virtual meeting with one of our lawyers.

To better help you understand,
here are some of our FAQ’s.

What is estate planning?
Estate planning is the process of creating legal documents that outline how your assets and belongings will be distributed after your passing and how you will be cared for if you become incapacitated.
Why do I need an estate plan?
Having an estate plan in place ensures that your wishes are carried out after you’re gone and can help to prevent family disputes and legal battles. It also provides for the care of your loved ones.
When should I create an estate plan?
It’s never too early to create an estate plan. The earlier you start, the more time you have to adjust as your life circumstances change. However, it’s especially important to create an estate plan if you have children, own property, or have significant assets.
What happens if I don't have an estate plan?
If you don’t have an estate plan in place, the distribution of your assets will be determined by the laws of your state, which may not reflect your wishes or priorities. This can lead to family disputes and legal battles that can be emotionally and financially draining for your loved ones.
What if my situation changes after creating an estate plan?
It’s important to review your estate plan periodically and make updates as needed. Major life events such as marriage, divorce, the birth of a child, or the acquisition of new assets can all affect your estate plan and may require changes.

Ask Yourself

  • If something happened to you, do you know who would inherit your assets and how they would be distributed?
  • Who would you trust to make decisions if you could not make them yourself due to incapacity?
  • Have you thought about the legacy you want to leave behind and how your estate plan can help ensure your wishes are carried out?
  • If you have minor children, who will care for them if you pass away or get sick?
  • Have you reviewed your beneficiary designations for retirement accounts, life insurance policies, and other assets to ensure they align with your wishes?

Get started with our NEW LOW COST

Digital Estate Plan

California Residents Only At This Time

How Our Digital Estate Plan Works

Once you complete the online questionnaire, sign the legal services agreement, and pay your flat-fee invoice, you will book your virtual appointment with an attorney for your estate planning review meeting to occur within a few weeks.

The finished documents will be uploaded to a secure client portal for you to download. You will be responsible for getting your documents printed, and signed by a notary public and witness.

Digital Estate Plan Plus- We do have an option for you to add-on notarization, printing, and deed preparation and recording for a primary residence if you choose for either in-person (Ventura office) or virtually throughout California. The cost of this add-on is $650. You do not need to add this on if you do not want to.

Click

on the link to begin
1

Sign and Pay

agreement and invoice
2

Appointment

with Attorney
3

Download

and print documents
4

Notarize

documents
5

You will need the following information to complete your estate plan:

  • Your full legal name, contact information, and date of birth.
  • If you are married, your spouse’s full legal name, contact information, date of birth, and date of marriage.
  • Your children’s full legal name and date of birth.
  • Your Financial Agent’s (people who you want making financial decisions for you) legal name, address, and phone number. One primary (can be your spouse) and one-two alternates if you can and they are over 18 years old.
  • Your Health Care Agent’s (people who you want making health care decisions for you) legal name, address, and phone number. One primary (can be your spouse) and one-two alternates if you can and they are over 18 years old.
  • If you have minor children, the guardians you would like to nominate for them. You will need their legal names. One primary and one-two alternates and that the guardians are over 18 years old.

Happy Families

At Hermance Law, we strive to provide our clients with the absolute best experience possible. 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.

“Hermance Law is the best of the best! They are so knowledgeable and have this whole process down to a science.”

Jennifer S.

“We had an easy and painless time putting together the information we needed, and they were so great about walking us through any questions we had.”

Todd H.

INCLUDES THE FOLLOWING DOCUMENTS:

Revocable Living Trust

Pour-Over Will (includes Guardian Nomination)

Advance Health Care Directive

Power of Attorney

HIPAA Authorization

Certificate of Trust

General Assignment

Personal Property Memorandum

Estate Planning Summary

Trust Funding Toolkit

Memorial Instructions and Funeral Wishes

Get started with our NEW LOW COST

Digital Estate Plan

California Residents Only At This Time
Disclaimer: The attorneys at Hermance Law – Estate Planning Mom®, 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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