Sano & Associates, a professional law corporation dedicated to Estate Planning & Mediation

Estate Planning: We will help you plan your future.

  • Living Trust
  • Will
  • Advance Healthcare Directive
  • Durable Power of Attorney Over Assets
  • Nomination of Guardianship & Conservatorship
  • Guardianship & (Limited) Conservatorship
  • Marital Agreements

Advance Health Care Directives

You have the right to give instructions about your own health care.  You also have the right to name someone else to make health care decisions for you. This document lets you do both of these things. The power of attorney for health care lets you name another individual as agent to make health care decisions for you if you become incapable of making your own decisions (or if you want someone else to make those decisions for you now even though you are still capable).  You may also name an alternate agent to act for you if your first choice is not willing, able, or reasonably available to make decisions for you.  Unless the document you sign limits the authority of your agent, your agent may make all health care decisions for you, including the following:

  • Consent or refuse consent to any care, treatment, service, or procedure to maintain, diagnose, or otherwise affect a physical or mental condition.
  • Select or discharge health care providers and institutions.
  • Approve or disapprove diagnostic tests, surgical procedures, and programs of medication.
  • Direct the provision, withholding, or withdrawal of artificial nutrition and hydration and all other forms of health care, including cardiopulmonary resuscitation.
  • Make anatomical gifts, authorize an autopsy, and direct disposition of remains.

This document is very important, regardless of your age and/or wealth. 

Durable Powers of Attorney for Assets

The Durable Powers of Attorney for Assets will name an individual to serve as your attorneys-in-fact, sometimes called your "agents," to deal with matters affecting your property, assets and debts.  Your agents are given the power to act on your behalf, as if you were present and acting, with respect to your property, assets, debts, and finances, as set forth in the Durable Powers of Attorney.  A "durable" power means that the agents are authorized to continue to act during any periods of time when you are incapacitated.

This document is very important, regardless of your age and/or wealth. 

Trust Agreement. 

The Trust Agreement creates what is typically referred to as a "Living Trust."  The Trust Agreement is entirely revocable and amendable by you during your lifetime.  The Trust Agreement becomes irrevocable and not subject to amendment upon your death.

Any property that you transfer to the Trust during your lifetime will avoid probate upon your death.  Property that you do not transfer to the Trust will be subject to probate, but will pass to the Trust through the probate process.  It is your responsibility to fund the Trust so we strongly recommend that you transfer all your property and accounts to the Trust (with the exception of deferred compensation accounts) so that it will not be necessary to probate your Will.

The Trust Agreement contains the provisions governing the disposition of your property upon your death.  The Trust Agreement provides for gifts, names successor trustees, and sets forth your instructions to the trustees.  Your important estate tax planning is also accomplished through the provisions of the Trust Agreement.

You can be the initial trustee of the Trust.  Upon your incapacity or death, the persons you have named to act as successor trustee will serve.  You reserve the right to remove and appoint trustees during your lifetime and to designate who will serve as trustees in the future. 

Pour Over Will. 

The Pour Over Will governs the property held in your name outside your Living Trust at your death.  The Pour Over Will provides for the administration of that property, and directs that the property remaining after the payment of your debts, expenses of administration, and estate taxes imposed on such property be added to (or “pour over into”) your Revocable Trust. 

Initial Legal Consultation: In-Person $300

During your initial legal consultation, we will discuss your situation and design a customized estate plan that is suited to your specific needs.  If you have an existing estate plan documents, an experienced attorney will review and explain the contents to you, so that you can discuss your desired changes.

Should you decide to retain our services, $300 will be credited towards your fees.

Initial consultations require an appointment.  All initial consultations are conducted in person or and are approximately 1.5 hours. Execution of a retainer agreement is not required at that time, while our discussion remains strictly confidential.

Request an initial consultation and schedule your appointment.

Estate Plan Services & Costs

    

Travel fees: We will come to you for meetings!

  • North County San Diego: $50 per visit
  • City of San Diego: $150 per visit
  • East County SD, South County SD, Orange County: $250 per visit

Notary Service: $10 per signature

  • California Notaries Public are commissioned by the Secretary of State as a public officer qualified and bonded under the laws of a particular jurisdiction for the performance of notarial acts.
  • We provide notarial services by appointment only.