The Law Offices of Eric K. Chen are committed to providing comprehensive legal guidance and representation for our clients in matters of probate, estate planning, and asset protection. Because our team of attorneys stays current with all legislation and case law pertaining to these areas, you can feel secure in relying on our knowledge and expertise to help you meet your estate planning objectives.
Just as the needs of our clients are unique, so are the solutions that our attorneys can specifically tailor and craft for you in carrying out your intentions. Our firm takes the time and care necessary in making sure you fully understand all the options available to you so that you can make the best informed decisions in planning your future.
1. DURABLE POWER OF ATTORNEY FOR FINANCES
Designate who handles your finances if you are no longer able to make your own decisions.
2. DURABLE HEALTHCARE POWER OF ATTORNEY
Designate who makes medical decisions for you and what your wishes are related to healthcare.
3. BENEFICIARY DESIGNATIONS FOR:
a. BANK ACCOUNTS
b. LIFE INSURANCE
c. RETIREMENT ACCOUNTS (401K/IRA)
4. DMV VEHICLE TRANSFER ON DEATH
This allows you to name a beneficiary on the title of any car(s) you own outright
5. TRANSFER UPON DEATH DEED FOR ANY LAND, HOUSES OR OTHER REAL PROPERTY
This allows your property to avoid probate. However, there are some drawbacks which you may wish to discuss with your attorney.
6. FUNERARY ARRANGEMENTS
7. DIGITAL ASSETS
Remember to ensure someone can access your digital passwords and accounts. Best practice would be to keep the passwords and the usernames in separate locations.
9. IF YOU ARE A SENIOR:
a. SOCIAL SECURITY CONSENT FOR RELEASE OF INFORMATION
b. MEDICARE AUTHORIZATION TO DISCLOSE PERSONAL HEALTHCARE INFORMATION
Trust & Estate Litigation
Get experienced help and guidance in estate planning from the attorneys at the Law Offices of Eric Chen.