Plan for your estate by calling Jay W. Henderson, Ltd. in San Diego

Keep your family from having to go through probate by establishing valid documents through Jay W. Henderson, Ltd. A California Law Corporation. With more than 40 years of experience, our estate planning attorney can establish your:

  • Trust 
  • Will 
  • Advance Health Care Directive 
  • Durable Power of Attorney 
  • Specialized Needs trust 
  • Probate 

Jay W. Henderson, Ltd. works hard to provide individualized estate planning services so you can rest easy knowing your end-of-life decisions are properly documented.

If your loved one died without a valid Trust, or their current one is being contested in court, Jay W. Henderson, Ltd. can help you navigate the probate process. We’ll look for an effective solution so everyone involved in the proceeding will get the best possible outcome.

In addition there are some changes that require a review of your estate plan to determine whether it should be amended or revised. While this list is not all-inclusive, here are the major changes to watch for:

A. Changes in Family Relations
1. Dissolution of your marriage
2. Death of your spouse
3. Marriage (yours)
4. Changes regarding children or other beneficiaries:

• Birth of a child to you
• Marriage of a child
• Dissolution of a child’s marriage
• Adoption of a child
• Serious illness of a child
• A child’s attitude change toward you

B. Changes in Your Economic or Personal Condition

1. Drastic change in your asset value (devalue of your home or a portfolio crash)
2. Change in insurability (death insurance)
3. Change in employment (changes in retirement plans and other benefits)
4. Change in business interests (e.g. new corporation or LLC – new investments should always be checked to see where they fit into your plan)
5. Property acquired in a different state (which needs to be probated there)
6. Drastic change in your health
7. Retirement of you or your spouse

C. General Changes
1. Changes in laws: federal or state income, estate or gift taxes; property tax; probate or trust laws or fees
2. Change of residence to a different state (that may have different tax or probate laws)
3. Death of an executor, trustee, guardian or agent under an Advance Health Care Directive or Power of Attorney

Start the process of planning for your estate by calling our highly qualified attorney located in San Diego, CA. Call Jay W. Henderson, Ltd. at 858-618-1100 to schedule an initial consultation today.

Request More Information on Estate Planning

  • 5 + 6 =