Trust Administration

Probate

Planning for the future and ensuring that your wishes will be carried out doesn't have to keep you up at night. Work with us to help ensure that your assets are invested appropriately, that you have provided for your heirs, and that your wealth will be transferred in a seamless, tax-efficient manner.

Consultations are free. Contact us today at (858) 361-3337 to set up an appointment to discuss your estate plan options or guidance through an administrative matter. It could be the best legal decision you’ll ever make.

Estate Planning

   

Probate is the legal process whereby a Will is "proved" in a court and accepted as a valid public document that is the true last testament of the deceased.

Probate administration is the process of proving to a probate court that the decedent's Will is genuine.

 

  

Estate Planning is the process of anticipating and arranging, during a person's life, for the disposal of their estate. Estate Planning can be used to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses.

   

Trust Administration refers to the Trustees management of trust property according to the trust document's terms and for the benefit of the beneficiaries after one's death. This process requires many steps to safeguard effective administration.

  

Set up an appointment today (858) 361-3337

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"Asha is both knowledgeable and thorough in creating Living Trust documents. She is patient and explains all the components accurately in a manner that everyone can understand. She takes the time to include verbiage that takes into consideration the health, finances, and other important details of the families she helps protect."
- Lucia Acosta

The Law Office of Asha J. Wilbun