Estate Plan for Individual with Spouse or Partner

Estate Plan for Individual with Spouse or Partner using Lexis Nexis Resource Kit (CA) for $1000

Using this resource kit we will provides templates / guidance on creating an estate plan [Wills; Trusts; Disability Planning; Powers of Attorney] for an individual with a spouse or partner residing in California. 

An estate plan is defined as an arrangement providing for the use, management, investment, conservation, and transfer of an individual's property during their lifetime or after death. 

The documents utilized by counsel [ or pro se] in creating an estate plan will vary depending on the clients' circumstances, family needs, estate size, and wishes, among other things. 

For example, there may be reasons for the client to create a trust for the benefit of their beneficiaries rather than gift assets outright to them, or vice versa. 

In addition to wills and trusts, there may be a need for advance health care directives, powers of attorney, or various other estate planning tools. 

This resource kit includes Practical Guidance materials on these potential options, including detailed practice notes, templates, and checklists.