Do You Need To Customize A Will Or Trust?

Wills and Trusts, either together or separate, form the base for any solid estate plan. Since you have many available options for both, having skilled advice and counsel from a knowledgeable Estate Planning lawyer is paramount to creating an effective document.

The Law Offices of Linda J. MacKay, in San Jose, California, has been assisting clients with Wills, Trusts and other Estate Planning matters since 1997. We are dedicated to providing high-quality advice and customized legal solutions to our clients.

Comprehensive Services To Suit Your Needs

We are prepared to draft or revise a range of documents, including:

  • Wills
  • Pour-Over Wills
  • Revocable Living Trusts
  • Advance Health Care Directives and Living Wills
  • Special Needs Trusts
  • Generation-Skipping Trusts
  • Dynasty Trusts
  • Powers of Attorney
  • Guardianship for Minor Children

Our primary goal is to craft documents that will suit your needs, preserve your assets and provide for your family in the future.

Wills Versus Trusts: Which One Is Right For You?
People often wonder what will best suit their Estate Planning needs: a Will, a Trust or both.

Wills:
With a Will in place, you can pass your estate to your beneficiaries and decide who will be in charge, but your estate is still subject to Probate at your death. (It's a costly and time-consuming public court process.) Also, a Will does not allow your Executor to manage assets during your lifetime if you are incapacitated.

Living Trusts:
Living Trusts bypass the Probate process and put your Trustee in charge right away. This can make the distribution process less complicated, less expensive and more private. Your assets can be managed until your children reach a specific age, and there are management options for children or adults with Special Needs. A Living Trust also allows your Trustee to manage your estate during your lifetime if you are unable due to incapacity.

You can also change any of your documents to accommodate new life circumstances.

We Are Ready To Help

Contact us today to discuss your options regarding Wills and Trusts. You can call us at 408-379-9600, or you may send an online message using the form on this website.

Most of our services have flat fees, and we provide free initial consultations for Will and Trust matters.