Is Your Estate Plan Suited To Your Needs?

Do you need to develop a clear, concise Estate Plan to preserve your estate and protect your loved ones? Or do you need to update your existing Estate Plan to include new assets, change beneficiaries or Trustees, or make updates to reflect changes in current law?

No matter your circumstances, the Law Offices of Linda J. MacKay can help you craft an Estate Plan that meets your unique needs. Based in San Jose, California, our firm has been assisting individuals and families with their Estate Planning matters since 1997.

Your Plan Can Include A Range Of Documents

Depending on your assets, needs and goals, we can assist with any (or all) of the following:

  • Wills as a primary document, or a Pour-Over Will that directs assets to your Living Trust
  • Revocable Living Trusts, including Special Needs Trusts, Dynasty Trusts and Generation-Skipping Trusts
  • Powers of Attorney
  • Advance Health Care Directives and Living Wills
  • Health Care Information Authorizations
  • Guardianships for Care and Custody of Minor Children
  • Trust Transfer Deeds
  • Asset Plans for Children
  • Estate and Tax Planning specific to:
    • Non-Citizens
    • Unmarried Couples
    • Same-sex Couples
  • Trust Administration Upon Death
  • Inheritance and Tax Strategies
  • Planning for Loss of Capacity

The steps we take will depend on many factors, including whether you have a current Estate Plan.

Do You Have An Urgent Or Emergency Estate Planning Need?
We can quickly adjust your Estate Plan in an emergency situation, such as unexpected health issues.

Take Action Now To Preserve And Protect Your Assets

To talk to a lawyer about Wills, Trusts, avoiding Probate, minimizing taxes and other Estate Planning matters, contact us today. Call 408-379-9600 or send an online message using the form on this website. We charge a flat fee for most of our legal services.