Estate planning can be done at any stage in life. The main purpose for planning your estate is to ensure your family is provided for after you are gone.
Keeping a current estate plan is not difficult or too time consuming with the help of Portola Law. People don't plan to fail; but many fail to plan. Let Portola Law guide you to deliver peace of mind.
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If you died today, would your family be taken care of?
Client Services
Portola Law provides personalized, cost-effective legal services in the following areas:
Estate Planning
- Revocable Living Trusts
- Wills
- Durable, non-durable, general, limited, and springing Powers of Attorney for assets
- Advanced Health Care Directives
- Anatomical Gifts
- IRA and Qualified Plan Trusts
- Irrevocable Life Insurance Trusts
- Qualified Personal Residence Trusts
- Charitable Giving
- Special Needs Trusts
- Generation Skipping Trusts
- Family Limited Partnerships
Estate and Trust Administration
- Administration of revocable and irrevocable trusts
- Preparation of gift and estate tax returns
Professional Fiduciary/Trustee Services
Business
- Formation and dissolution of business entities (corporations and LLC's)
Real Estate
- Notes and Deeds
Notary Public Services
- Deeds
- Deeds of Trust
- Quit-Claim Deeds
- Affidavits
- Acknowledgments
- Depositions
- Living Trusts
- Loan Documents
- Letters of Authorization
- Copy Certification by Document Custodian
- Copy Certification by Power of Attorney