Bakersfield, CA Estate Planning Attorneys

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Our Skilled Bakersfield Estate Planning Attorneys Help You Unlock The Secrets To Safeguarding Your Family’s Legacy!

Are you ready to take charge of your future? Carving out time to secure your assets and prepare for the unexpected is the key to financial security and peace of mind for your family. Estate planning allows you to shape your future with intention and thoughtfully protect those you love most for the uncertainty of tomorrow. Estate planning is not limited to the wealthy elite – anyone who owns money and property should have a plan for what will happen to their life savings when they pass away.

While it may be difficult to think about your own death or that your family will eventually have to grieve your loss, you should feel comforted by the fact that through your intentional planning, you can make that difficult time just a little bit easier for them. Our Bakersfield estate planning attorneys can simplify the process and ensure that your legal documents are tailored to your unique circumstances and needs.

With over 70 years of collective experience, we know how to deliver the highest level of service and attention! Call today to schedule your free initial consultation and discover how you can move forward.

Bakersfield Estate Planning Attorneys

How Is An Estate Plan Put Together?

An estate plan is a collection of legal documents which serve a specific purpose, in either preparing for emergency situations, or delivering instructions for how a deceased individual’s money, property, and possessions will be distributed. Each person’s estate plan will likely look different, because it is customized to their life and preferences. However, it’s highly recommended to include:

  • A will – the traditional document which lists everything you own and the person(s) you want to inherit each item or amount of money
  • A trust – a financial entity to which your money and property can be transferred for the benefit of your heirs
  • Power of attorney – a document which allows you to authorize a trusted individual to make medical, financial, and/or legal decisions on your behalf
  • Advance directives – a document (or collection of documents) which reveal which medical treatments or procedures you would not like to be subject to, to be used in the event that you become incapacitated and unable to speak for yourself (for example, a do-not-resuscitate order or do-not-intubate order)
  • Guardianship directive – a document allowing you to name the individual(s) who should become your minor children’s guardian in the event that you pass away or become incapacitated
  • Beneficiary designations – instructions to organizations such as financial institutions, insurance companies, and retirement account holders naming the individual who should receive your assets or benefits after you pass away

What If I Need To Make Changes To My Estate Plan Later In My Life?

Life rarely stays the same, so why would your estate plan? It isn’t meant to be something that is set in stone and never looked at again. It’s very likely that a significant life change – like a divorce, a death, a birth, a falling-out, or even a simple change in perspective – would have you rethinking some of the material in your estate plan. Our Bakersfield estate planning attorneys can make reviewing and altering your estate plan as simple as possible. Whether our firm originally crafted your documents or they were put together by another firm or attorney, we will still dedicate the time and attention to your case that puts you in the best position for accomplishing your goals.

Why Should I Work With Bakersfield Estate Planning Attorneys?

Unfortunately, many people fall victim to online DIY estate planning “kits” that entice people to purchase them and save money by skipping the attorney fees. While this may save you some money up front, these kits have many pitfalls.

For one, the documents included in them are typically very general and not specific to each state’s laws. That means that you may go through life feeling confident because you have an “estate plan,” only for the documents to be found legally invalid by a judge after you pass, leaving your family to sort through the mess. In other words, it would be like you had no estate plan at all! Additionally, estate and probate law is incredibly complex. These vague kits will likely not meet the needs of your specific situation.

The best way to benefit from an estate plan to the fullest extent is by working closely with our Bakersfield estate planning attorneys, who are highly experienced and constantly working within the realm of California’s legal landscape. Call today to schedule your free consultation and learn your next steps.

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The Karpel Law Firm

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