Estate Planning Resources
Handpicked Estate Planning Resources for San Jose Residents
Estate Planning Resources
Handpicked Estate Planning Resources for San Jose Residents
The attorneys at Lonich Patton Ehrlich Policastri have compiled a comprehensive list of estate planning resources to help San Jose residents gain a deeper understanding of estate planning and probate law.
The main areas of estate planning resources include general estate planning information, estate planning legal resources, and information on the estate planning process, wills, trusts, powers of attorney, advanced directives, and the protection of children’s assets. Also included are resources which discuss the Probate process in Santa Clara County.
Please click each heading to view resources that may pertain to your needs for information explaining legal processes, definitions, procedures, and public services available to you and your family.
Estate Planning Terms & General Information
Santa Clara County: Definitions of Estate Planning Terms
Click Here
CNN Money: Estate Planning Basics
Click Here
Estate Planning Legal Resources
Sacramento County Public Law Library
Click Here
San Francisco Law Library
Click Here
Estate Planning Process
Santa Clara County: Property Transfers Information
Click Here
Find Law: General Estate Planning Information
Click Here
DMV: Transferring a Vehicle without Probate
Click Here
Wills
California Bar: Statutory Will Form
Click Here
Find Law: General Information on Wills
Click Here
Find Law: Wills
Click Here
Trusts
Santa Clara County: General Trust Information
Click Here
Santa Clara County: Living Trust Information
Click Here
Find Law: General Trust Information
Click Here
Nolo: Living Trusts
Click Here
Trust Administration
Nolo: The Trustee’s Job – The First Six Months
Click Here
Nolo: Advice to Trustees
Click Here
Probate Administration
California Bar: What is Probate?
Click Here
Santa Clara County Courts: How to Probate a Decedent’s Estate
Click Here
Santa Clara County Courts: Diagram of Probate Process
Click Here
Santa Clara County Courts: Administering the Probate Estate
Click Here
Santa Clara County Courts: Closing & Distributing the Estate
Click Here
Powers of Attorney
Santa Clara County: Information on Powers of Attorney
Click Here
Santa Clara County: Changing Your Power of Attorney
Click Here
Nolo: Powers of Attorney
Resource #1
Resource #2
Information on Making Health Care Decisions & Health Care Directives
Santa Clara County: Making Health Care Decisions/Advanced Directives
Click Here
Nolo: Types of Health Care Directives
Click Here
Protecting Your Children’s Assets
Santa Clara County: Protecting Children’s Assets
Click Here
Contact Us
LONICH PATTON EHRLICH POLICASTRI
1871 The Alameda, Suite 400, San Jose, CA 95126
Phone: (408) 553-0801 | Fax: (408) 553-0807 | Email: contact@lpeplaw.com
LONICH PATTON EHRLICH POLICASTRI
Phone: (408) 553-0801
Fax: (408) 553-0807
Email: contact@lpeplaw.com
1871 The Alameda, Suite 400
San Jose, CA 95126
Located in San Jose, Lonich Patton Ehrlich Policastri handles matters for clients in northern California, specifically San Jose and Silicon Valley. Our services are available to anyone within the following counties: Santa Clara, San Mateo, Contra Costa, Santa Cruz, Monterey, San Benito, and San Francisco. For a full listing of areas where we practice, please click here.
MAKE A PAYMENT BY SCANNING THE QR CODE BELOW:
DISCLAIMER
This web site is intended for informational purposes only and is not legal advice. Nothing in the site is to be considered as either creating an attorney-client relationship between the reader and Lonich Patton Ehrlich Policastri or as rendering of legal advice for any specific matter. Readers are responsible for obtaining such advice from their own legal counsel. No client or other reader should act or refrain from acting on the basis of any information contained in Lonich Patton Ehrlich Policastri Web site without seeking appropriate legal or other professional advice on the particular facts and circumstances at issue.
© 2024 Lonich Patton Ehrlich Policastri. All rights reserved. Privacy Policy