ESTATE PLANNING

Heather Lynn Holmes is an experienced estate attorney who can walk you through the entire legal process.

Call Us: (909) 312-3684

GET HELP WITH ESTATE PLANNING FROM AN EXPERIENCED RANCHO CUCAMONGA ATTORNEY.

If you’re looking to ensure your assets are taken care of, even after you’re gone, Heather Lynn Law, APC is here for you. Estate planning can be an overwhelming process, but having an experienced attorney’s estate planning services can help you navigate the legal waters.

Don’t wait until it’s too late to start planning your estate and making sure your loved ones are taken care of after you’re gone. Call Heather Lynn Law, APC to get started today.

Call Us: (909) 312-3684

Why Choose Heather Lynn Law, APC for Your Estate Planning Needs?

    • Top Rated Local® estate planning law firm
    • Full range of estate planning services
    • Thorough knowledge of estate planning law and process to ensure you’re covered
    • Personalized approach
    • Free consultations
    • And more!

    Estate Planning

    RANCHO CUCAMONGA ESTATE PLANNING YOU CAN TRUST

    Estate planning is a vital step in making sure you’re prepared for what will happen to the items you own and the people you love after you’ve gone. If you have no idea where to start — or you just need to make sure all your ducks are in a row — Heather Lynn Law, APC is a Rancho Cucamonga estate planning attorney that’s fully equipped to help.

    At Heather Lynn Law, APC, we know every family has different needs, goals, and assets. That’s why Heather works personally with her clients to determine their needs beforehand. She doesn’t provide cookie-cutter solutions because she doesn’t believe we live in a cookie-cutter world.

    Estate planning is a vital step in ensuring your family members, friends, or anyone else receive everything you intend to give them. You don’t want the government, the courts, or anyone else determining what happens to your estate with no say from you.

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    WHAT GOES INTO ESTATE PLANNING?

    Heather Lynn Law, APC in Rancho Cucamonga offers these vital estate planning services:

    • Revocable Living Trust
    • Will (includes guardianship for minor children and pets)
    • Durable Power of Attorney
    • Advanced Healthcare Directive
    • Deed to Property
    • Assignment of Business Interest (if needed)

    IT’S NEVER EARLY TO START PLANNING AHEAD

    Perhaps you’re saying that you’re either too young or you don’t have enough assets to start estate planning. The fact is, that couldn’t be any further from the truth. No matter how much money or property you have, or even how many dependents you currently have, you can start preparing your estate.

    Heather Lynn Holmes is an experienced estate attorney who will go the extra mile to make sure you have the peace of mind you need as you prepare for after you’re gone.

    As a further benefit to her clients, Heather provides initial consultations for free. This is just one of the many ways she provides the personal touch you need in an estate planning attorney in San Bernadino county.

    Contact us today to see how Heather Lynn Law, APC can make sure you and your loved ones are prepared.

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    OUR ESTATE PLANNING SERVICES

    Our estate planning services and comprehensive estate plan packages will have you and the people you care about covered in the event of an unexpected tragedy. Whether you are single or married, you can rest easily with the knowledge that your assets will be allocated to the right people if you become incapacitated or are no longer living. Estate planning can be a cumbersome and overwhelming process without the proper guidance from a reliable estate attorney.

    ESTATE PLANNING CAN BE SIMPLE

    Heather Lynn Law, APC in Rancho Cucamonga is here to make estate planning as simple as possible for you! Regardless of your circumstances, Heather will work with you to assemble all the essential components of a robust estate plan. Her detailed and thorough approach, combined with her estate planning expertise, will provide you and your loved ones invaluable peace of mind. Our comprehensive packages include the following legal documents and estate planning services.

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    TRUST

    A living trust has two very useful purposes. First of all, it allows you to transfer assets while avoiding the cost and hassle of probate, and secondly, it allows another person to manage your estate if you are no longer able to. With our estate planning packages, you will receive both a Certificate of Trust and a Declaration of Trust. Heather Lynn Law, APC will develop these documents as a revocable living trust, which means you can alter them at any point during your lifetime. We are also qualified to incorporate Special Needs Trusts into estate plans if that is applicable to your situation.

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    WILL

    For all of the assets you have outside of a trust, your will determines where they are allocated once you are no longer living. Perhaps most importantly, it appoints new guardianship for any dependents you may have. A will also appoints an executor, i.e. usually an estate attorney who will see to your final wishes. While will planning is a crucial first step in estate planning, it does not go into effect if you are incapacitated, nor does it grant your loved ones the same protection as a trust from a burdensome probate process. A will and a trust work synchronistically together to protect both your assets and your family throughout your lifetime and after your death.

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    POWER OF ATTORNEY

    Power of attorney is a frequently overlooked part of estate planning, but having the documents in place that designate an agent to represent your affairs can help your loved ones avoid any significant financial disruptions if something tragic were to happen to you. At Heather Lynn Law, APC, we ensure that all of our power of attorney documents are durable, which means they will still go into effect if you are mentally incapacitated. A durable power of attorney also specifically details the type of authority given, how long this authority will last, and what exactly falls under the authority to avoid any confusion or legal distress for your family down the line.

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    HEALTHCARE DIRECTIVE

    Sometimes called a medical directive, this legal document is essential to have in place if you become incapacitated due to an accident or serious health condition. In addition to designating a representative who can make medical decisions on your behalf, a healthcare directive specifically details your desired end-of-life care for a number of major medical decisions. Laying these details out in a legal document will alleviate the burden of decision-making for your family during already stressful moments. Healthcare directives also play a valuable role in ensuring that your medical expenses are covered

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    DEED TO HOME(S)

    Having an actual deed to each of your properties is an important component of an estate plan. While your trust and will divide up your assets, a deed will officially complete the legal transaction of property transfer.

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    TRAVEL & NOTARY

    As a reliable estate planning attorney, Heather includes travel and notary services as part of her comprehensive estate planning packages. She will work with you to thoroughly meet the needs of your specific situation.

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    ENGRAVED BINDER KIT

    An important part of executing an estate plan is to ensure your heirs know where to find the documents! Once your estate plan is put together by Heather Lynn Law, APC, a personalized document storage binder is the finishing touch.

    CONTACT US TODAY FOR YOUR FREE CONSULTATION