Trusts & Estates Questionnaire

If you’re ready to hire Doyle Quane to create your comprehensive estate plan, you’ll need to complete the questionnaire.

Estate Planning

What happens to your property when you die? Who would take care of your children? Who would make decisions for you if you were incapacitated?

Estate planning is the process of preparing documents to answer the above questions, and more. An estate plan can help your family save time and money, if done properly.

Probate in California

Probate is the legal process of passing property from a deceased person to their beneficiaries or heirs. This process is managed by the probate courts. Most people like to avoid probate because of the time and cost involved in the process.

Trust Administration

If you are a Trustee, you are responsible to all of the beneficiaries. It’s important that you know your duties and carry them out efficiently. The administration of a trust can be a lot of work. Trust assets must be valued. Tax returns must be filed. Investments must be managed. Records must be kept.

Prenuptial Agreements

Sometimes, it’s helpful to clarify, or modify, the rules of marriage before you get married. These are called prenuptial agreements, prenups, or premarital agreements. If you want to protect your wealth, you need to understand what can and can’t be included in a prenup to avoid the common pitfalls.

Elder Financial Abuse

Unfortunately, there are people in this world that will take advantage of the elderly. It’s not unusual to see professionals, caregivers, or even relatives unlawfully take money or property from elders.