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Estate planning

Without a plan, California supplies one for you.

If someone dies without an estate plan, their property still passes to someone. It passes according to a default set of rules that take no account of what the person actually wanted.

This page is general information about a kind of legal matter. It is not legal advice about your situation.

WHAT THIS COVERS

Matters that may fall within this area.

  • Wills and what they can and cannot do

  • Trusts, and whether one is warranted in your circumstances

  • Planning intended to keep an estate out of probate

  • Planning for incapacity as distinct from planning for death

  • Reviewing an existing plan that may no longer match your circumstances

Whether Yes Legal can assist with any particular matter depends on the facts, on a conflict check, and on current commitments. Nothing on this page is an offer to represent you.

THE WORK INVOLVED

WHO THIS IS FOR

Situations this commonly applies to.

  • People who want a say in where their property goes

  • Parents who need arrangements in place for their children

  • Homeowners and others whose estate would otherwise pass through probate

  • Anyone whose circumstances have changed since a plan was written

THE INTRODUCTORY CALL

What an introductory conversation can determine.

What would happen under the default rules if you did nothing, whether that outcome is acceptable to you, and how much planning your circumstances actually warrant.

The introductory call is free and is limited to intake, scope, and fit. No legal advice is given during it and it creates no attorney-client relationship.

Worth knowing: Yes Legal assists with selected estate planning needs and helps identify outside counsel for matters requiring specialised tax or trust administration work.

What contacting the firm does not do

Sending a message, submitting the intake form, or speaking with the firm does not create an attorney-client relationship, does not mean Yes Legal has accepted your matter, does not guarantee any outcome, and does not protect or extend a filing deadline. Representation begins only after conflicts are cleared and a written engagement agreement is signed.

RELATED

Other pages that may be relevant.

Additional Legal Services

Yes Legal evaluates selected other California matters and will say plainly when another attorney is a better fit for what you need.

Related article

General information on this topic from the firm.

START HERE

Request an introductory call.

Describe what happened, what you need, and whether a date is approaching. Yes Legal will review the information and contact you about the next step, including when it cannot take the matter.

Contacting Yes Legal does not create an attorney-client relationship. Representation begins only after a written engagement agreement is signed.

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