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Estate Planning and Probate Attorney in Upland, California

Planning for your future can be a daunting task. However, it is an important step to take to ensure that your rights and wishes are protected, along with those of your loved ones. To establish a comprehensive estate plan and deal with probate issues, speak with an experienced lawyer at the Law Offices of Samuel R. Wasserson, Inc. in Upland, California.

35 Years of Experience

Our firm works to provide clients with tailored and knowledgeable estate planning and probate representation. We understand the sensitivity that these issues need to be handled with. To minimize your concerns, we take the time to explain all aspects of a client's matter to ensure you understand your options. For more information or to schedule a consultation, contact our firm today.

Estate Planning

Estate planning requires the creation of instruments and documents such as wills, trusts and powers of attorney. These estate planning tools allow you to protect your estate and ensure that your loved ones are properly taken care of after you are gone.

• Wills: A will is essentially a set of instructions that controls the distribution of your assets upon your death. This is an effective way to ensure that that after you are gone, your assets are properly distributed to your family members and loved ones according to your wishes. We can help you draft a will that takes affect after your death or a living will which is used to ascertain the level of health care you wish to receive should you become incapacitated. A living will may also be called an advance health care directive.
• Trusts: There are many types of trusts designed to achieve different goals. We assess your financial situation, the assets that will fund the trust and your goal for the trust. We then explain the most appropriate type of trust for you. We have experienced creating a wide range of trusts, including revocable and irrevocable trusts, testamentary trusts and special needs trusts.

Probate and Estate Administration

After the death of a loved one, the last thing a family wants to do is deal with their estate. However, it is important the estate is administered in a timely manner to distribute the assets to the beneficiaries. Our firm represents clients in need of probate administration, where the court rules on the validity of a will, the assets of the estate are collected, the debts and taxes paid, and the proceeds distributed. We are experienced working with the California probate statues and courts and can help explain any element of the proceedings.

In addition, we can assist clients with a process known as summary probate. This is a shorter probate process that may take as little as 30 days. Eligibility for summary probate is dependent on the type assets, the beneficiaries and the value of the estate. We will examine your facts and quickly determine if your estate may qualify for the summary probate proceeding.

For your probate and estate planning matters, contact a lawyer at our firm today and let us put our 35 years experience to work for you. Office hours are Monday through Thursday from 9 to 5, Fridays from 9 to noon.

Visa, MasterCard, and Discover accepted.

The Law Office of Samuel R. Wasserson, Inc.
818 North Mountain Avenue, Suite 104
Upland, CA 91786
(909) 920-0440

The Law Office of Samuel R. Wasserson, Inc., located in Upland, California, represents clients in Upland, Rancho Cucamonga, Pomona, Alta Loma, Ontario, Claremont, La Verne, Chino, the Central District of Los Angeles, and the Inland Empire area of Southern California, including Riverside County and San Bernardino County.