Estate Planning Walnut Creek

Name: Rex Crandell Firm
Address: 3000 CITRUS CIRCLE #207, Walnut Creek, CA, 94598, US
Telephone: 925-934-6320

For Estate Planning Walnut Creek contact Rex Crandell Firm at 925-934-6320

Rex Crandell Firm understands that every estate planning situation is different!

In order to help you best, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process to answer any questions. At every step, we’ll be there with you!

Why is Estate Planning important?

Estate Planning is something that everyone should consider in their lifetime.

When someone passes away they leave behind all of their assets. Estate Planning deals with these assets that need to be distributed to beneficiaries upon your death. It’s a good idea to let the beneficiaries know what your wishes are in terms of distributing your assets so there is no confusion when the time comes. There are other reasons estate planning is important such as what your wishes are should you become incapacitated during your lifetime. If you do become incapacitated, having Estate Plans in place will allow you to avoid a court-supervised conservatorship. Another reason to have Estate Plans in place is to avoid the amount of time spent, cost and delay of a probate.

Thoughts of estate planning often bring more questions than answers:

Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
At what age should I start the Estate Planning process?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Do I need to hire a lawyer to complete my estate plans?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
What are the fees associated with doing my estate plans?
Are you able to avoid the probate court rules, delays, and costs?

Estate planning on your own can be complicated and costly.

And the list is endless… state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end. Rex Crandell firm is one of the leading firms in Walnut Creek, CA for Estate Planning. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. We will walk you through the process from start to finish to ensure that your estate is protected. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

We highly recommend that you do not delay! Get the peace of mind knowing that your affairs are in order and your estate is protected.

If you have any questions or concerns, please contact our office at 925-934-6320. We are available to help in our office in Walnut Creek 5 days per week and on weekends as needed by appointment only!

Planning what happens to your estate when you’re gone can seem frustrating and intimidating without qualified help.

How can Rex Crandell Firm in Walnut Creek help you…

Clearly define your estate planning goals.
Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
Evaluate and recommend estate planning options.
Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
Decrease the problems and expenses associated with probate.
Lessen taxes at time of death.
Arrange for management of your estate in the event you are incapacitated.
Draft a working plan for conserving and effectively managing your estate after death.
Transfer the assets of your estate to heirs the way you want.
Organize fair and adequate liquidation of estate to cover taxes and other expenses.
Amend your plan as needed.

What Estate Planning services does our firm specialize in?

Living Wills and Trusts.
Lifetime Family Wealth Transfers.
Family partnerships and other business relationships.
Leaving money to charities.
Preparation for estate and trust tax problems.

Find Rex Crandell Firm, in Walnut Creek, CA on the map!

What does the Estate Planning process look like?

We provide the services of estate planning for our clients in Walnut Creek, CA. Tell us how to transfer your assets after you’re gone. The documents are prepared using information we receive to make a custom written plan for their estate. A one size fits all approach does not work for estate planning.

Please call our office to set an appointment to discuss your estate planning objectives. We can discuss fees for estate planning services at that time. If you choose not to utilize our services in the creation and implementation of your estate plan, there will be no cost or obligation on your part for our initial meeting.

It is recommended that you contact our office and request our Estate Planning Questionnaire & Organizer Forms prior to your appointment. The estate planning questionnaire is where you list assets and identify beneficiaries. This will give us an overview of your estate planning needs, desires, tax requirements, beneficiary information and your distribution plan.