Estate Planning Torrance Los Angeles CA

ESTATE PLANNING

Providing tailored legal guidance to plan for all of life’s challenges. Clients establish individualized estate plans to meet personal needs, avoid probate and maximize financial resources to pass onto loved ones.   

Living Trust Torrance CA

TRUST ADMINISTRATION

We have extensive experience assisting successor trustees handle the trust administration process to ensure the trust assets are managed and distributed according to the terms of the trust.

Probate Law Torrance CA

PROBATE

For individuals who find themselves in a position where probate of a loved ones estate is necessary, the Law Office of Heather Miller handles non-contested probate proceedings.

Estate Planning, Trusts, Wills, and Probate

 

Comprehensive and Tailored Plans for Everyone

 

The Law Office of Heather Miller provides customized service to each and every client. One client may need a basic will or living trust, another an irrevocable trust that minimizes or eliminates estate tax. No two clients are alike and it is Heather’s goal to work with individuals and families to meet their every need.  Estate Planning is beneficial for clients of all ages and financial situations.

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AVOID PROBATE

A typical package includes a Living Trust, Pour Over Will, Durable Power of Attorney, Health Care Directive, HIPAA, Assignment of Real and Personal Property, plus Nomination of Guardian and Marital Property Agreement, as needed. 

A Living Trust allows you to control your assets while you are living and then passes those assets on to your beneficiaries without probate proceedings.  Probate is expensive and time consuming.

A Pour Over Will catches any extra assets and pours them into your trust.

A Durable Power of Attorney allows your designated agent to control your finances and make appropriate financial decisions for you during incapacity.

A Health Care Directive allows your designated agent to make medical decisions for you in accordance with your stated desires during incapacity.

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ADVANCED PLANNING 

Minimize or eliminate federal estate tax and plan for other scenarios with Tax Planned Living Trusts, Irrevocable Trusts, Special Needs Trusts, Gift Planning, Estate Tax Return, Business Planning, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, LLCs

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ADDITIONAL ESTATE SERVICES 

  • Probate (legal process that takes place after someone dies without a trust)
  • Trust Administration
  • Conservatorship
  • Guardianship
  • Stand-Alone Documents
  • Amendment and Restatement of Current Estate Documents

 

 

 

Trust Administration

 

Tailored TRUST ADMINISTRATION

 

From a simple trust with one or two assets to a large trust estate with multiple real estate assets, the Law Office of Heather Miller provides tailored service to clients by taking into account the individualized needs of the particular trust.  Successor Trustees generally need assistance in handling a trust administration and the Law Office of Heather Miller has the experience and expertise to help each successor trustee manage the trust administration process with ease.