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Do You Have Legal Documents in Place if Something Happened to You Today?

{FREE} Estate Planning Workshop

$500 OFF A TRUST PACKAGE WHEN YOU ATTEND A WORKSHOP!

Tuesday, September 27th AT 6:30pm

Thursday, September 29th AT 6:30pm

&

Saturday, October 1st AT 9:30am & 1:00pm

4840 Market St. Unit B
Ventura, CA

Refreshments and Childcare Provided!

Get Your Estate Plan Checked Off Your TO-DO List Once and For All!

  • Has completing your Will been on your TO-DO list year after year?
  • Do you have guardians nominated for your kids?
  • Do you have legal documents in place if something happened to you today?

In this {Free} in person workshop, Estate Planning Mom and Attorney Crista Hermance will be guiding you on designing your own plan to assist you in getting your Estate Planning started.

The Benefits of an Estate Plan

A well-prepared estate plan can ensure the safety and security of your family long after you have passed. A financial planner can help you make important financial decisions about your estate while you’re still in good health and help ensure your trust is funded and safeguarded for the next generation.

If your trust is unfunded (meaning you haven’t put any money or assets in it), your loved ones could face a public, costly, and time-consuming probate experience upon your death. Don’t worry, funding the trust sounds complicated but working with a professional like us makes it easy.

There are few things as intimidating as the task of completing your estate plan. The best time to plan for your incapacity or passing, though, is while you’re still healthy.

With a little time, effort, and guidance from a trusted estate planning professional, you can develop a plan to protect your family and get peace-of-mind. Failing to complete a proper estate plan can place the security of your family and assets in jeopardy.

Workshop Video

This 60-minute event will cover…

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Long & Short Term Guardians for your Children

Will, Trust, and Power of Attorney

Advance Health Care Directive & HIPAA Authorization

FREE Workbook and Estate Planning Guide

Just for attending, you’ll receive two free e-guides. One is our Estate Planning Guide that will help you get started on the details of your estate plan.

How it Works

From start to finish we are here every step of the way!

Sign up and attend the workshop.
Book and attend a family planning appointment with one of our attorneys.
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Your estate plan is designed hand-in-hand with you.
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Your estate plan is drafted, reviewed, and signed.

FAQs

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.

Presented by 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.

Please note: We can only assist in California but please email info@hermancelaw.com for a referral attorney for your state.  

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 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

Our Process:

Stage 1

Family Planning Assessment

Our 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 Assessment uses the worksheet you complete to give us an idea of what your currently family situation and finances are. We use that information to share with you during the meeting what would happen to your family and estate if something happened to you today. If you don’t like what would happen then we design a plan for you right then and there. 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.

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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. We then finalize all your Estate Planning documents for your Signing Ceremony.

Stage 3

Signing Ceremony

At this stage, we have an in-person meeting where we go through your binder with all of your finalized Estate Planning documents. Your documents will be signed, some notarized and others witnessed. 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. If you are a virtual client, this signing ceremony looks slightly different but mostly the same.

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The best time to plan for your incapacity or passing is while you’re still healthy.

Start now with our FREE IN PERSON Estate Planning Workshop

Refreshements and Childcare Provided!

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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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