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Congratulations to your clients on the purchase of a new home!!! This is both an exciting and scary time for them! Whether this is their first time, upgrade or downsize this is a big event in their life! When these major life changes occur, it is important that they are properly prepared! Buying a home is a big step and we are here to partner with you to help prepare your clients!
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Why is Estate Planning even Important? To better help you understand here are some our FAQ’s

What is Your Estate?
Your estate is comprised of everything you own: your home (including all the stuff inside your home), bank accounts, 401k, business holdings, investment accounts, etc. In addition to what you own, your estate must also consider your minor children and pets.

It’s important to be thoughtful and strategic about how, when, and to whom your estate is divided and distributed. Inaction can lead to the government taking over control of the distribution of your assets after you pass. This is known as intestacy and generally involves probate court. Because this intestacy process leaves your loved ones with few options and places your legacy in the hands of the government.

Is a Will the same as an Estate Plan?
The short answer is no. Many presume that a will is more than enough to convey their wishes for their estate after they pass. Unfortunately, with only a will, the plans for your assets are only effective upon your death and requires a probate court proceeding to work. If you become incapacitated, your assets will be under the control of a court-appointed conservator.

Even when your distribution plans for your assets are honored, it is easy for loved ones to see an inheritance as a windfall. Too often, a person’s legacy is frittered away by poor decisions made by grieving family members. That’s why most inheritances are gone within a mere five years of receipt. A failure to consider the long-term implications of their financial choices often results in one’s inheritance disappearing practically overnight. With proper estate planning, you can ensure your beneficiaries are taken care of and that the assets are distributed in a way that will be the most beneficial to all involved.

Do I need a professional to create my Estate Plan?
An experienced estate planning attorney can help you and your family members create an estate plan tailored to meet each of your unique needs and carry out your wishes—or help you update a pre-existing estate plan. We can provide each family member with guidance and information about the options available to them. We can help each of you put a plan in place that will prevent unnecessary stress, legal expenses and taxes, uneven inheritances, disputes between family members, and delays in passing life savings on to loved ones. In addition, it will provide you and your family members with the peace of mind that comes with knowing there are plans in place for your care if any of you become ill and that your wishes will be honored once you pass away. Call us today to set up a meeting.
How long does it take to create an Estate Plan?
On average, it takes 4-5 weeks. The timeline will vary depending on your personal situation.
If everything is going to my Spouse do I need an Estate Plan?
While it is convenient for assets to pass automatically to the surviving spouse, this outright distribution offers no protection.

What happens if, after your spouse dies, you get into a car accident and are sued? If the assets you owned jointly automatically became yours alone, this money and property are available to satisfy any judgment that could be entered against you resulting from a lawsuit.

How do I name guardians for my children?
Guardians for minor children must usually be named in a will or in a separate guardian nomination document. If you fail to appoint guardians, the court will decide who raises your children. For parents of minor children, this is the most important estate planning decision you’ll ever make.

Even though it’s hard and no one can raise your children as well as you can, move forward and select the guardians you think will muddle through the best. Some people delay estate planning because they can’t make this decision. Don’t do that; your inaction puts your children at risk. And, be sure to name back-up guardians as well in case your first choice is unable to serve if the time comes.

Our Mission

To create peace-of-mind knowing that if the unthinkable happens, your children would be protected.
To create peace-of-mind knowing that if the unthinkable happens, your children would be protected.

Crista B. Hermance, Estate Planning Attorney

Estate Planning Mom®

As both a mom to two little girls and an attorney, I have a very unique frame of mind when it comes to estate planning with minor children.

I work and plan with families who have minor children to ensure that their kids are protected. This allows parents the peace of mind to know that if the unthinkable did happen, their kids would be protected.

I look forward to working with you and helping you protect your family. 

Thank you,

Crista Hermance
Estate Planning Mom®

Hermance Law, A Professional Corporation

4476 Market St. Suite 602
Ventura, CA 93003
(805) 518-9633
Crista Hermance

Locations

With locations throughout Southern California, we are here to serve your clients estate planning needs! Plus, we offer virtual meetings.

Ventura

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

Westlake Village

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

Calabasas

26565 West Agoura Road
Suite 200
Calabasas, CA 91302
(818) 869-1433

Santa Clarita

28338 Constellation Road
Suite 900
Santa Clarita, CA 91355
(661) 261-0963

Irvine

15615 Alton Parkway
Suite 450
Irvine, CA 92618
(949) 519-1633

Pasadena

1055 E. Colorado Blvd.
Suite 500
Pasadena, CA 91106
(626) 385-6633

We service clients virtually throughout california

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Will, Trust, and Power of Attorney

Long Term & Short Term Guardian Nominations

Advance Health Care Directive & HIPAA Authorization

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Happy Families

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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.

“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.

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