The Role of an Estate Planner

An estate-planning lawyer is also known as on retainer to assist anyone with power of attorney over the estate of a deceased person through the legal process of intestate court. In many cases, a good estate planning lawyer can help you avoid probate, but that greatly depends on the state and type of property in the deceased’s estate, as well as how those assets were accumulated. You can learn more at Preston Estate Planning, San Diego.

The main purpose of an estate planning lawyer is to ensure that any decedent’s assets, including those of his/her dependents and children, are properly managed in order to avoid unnecessary litigation and to secure the best possible distribution of final estates. In some states and countries, property in an estate is exempt from probate unless a specific state law allows for intestate distribution of property. However, all properties of a decedent must pass through probate, regardless of the state or country in which the property was created. As long as the estate is subject to probate proceedings, the estate plan must be prepared and executed by a qualified attorney in order to protect all rights of the estate holder.

An estate planner is responsible for managing all aspects of the estate. He or she will help to prepare a legal instrument to name the legal representative and prepare all the necessary paperwork to transfer all ownership rights of the assets. An estate planner must have extensive experience in the field of personal injury and bankruptcy law to protect the interests of the clients. To get a good rate, an estate planner will negotiate the best deal from an estate agent or other interested party. There are also some estate planners that provide free consultation to potential clients.

Contact Info

Preston Estate Planning
12396 World Trade Dr UNIT 301, San Diego, CA 92128
Phone Number: 619-298-7878