In-Home and
Virtual Legal Services
We work with you at your most convenient location of choice.
In-Home Legal Services™
Best Coast Estate Law offers high-quality legal services while cultivating strong relationships with our clients through convenience and accessibility.
In addition to our offices in Burbank and Palm Springs, we are a mobile law office. Our mobile, in-home legal services* allow us to meet you at your home, office, care facility or anywhere private that is most convenient for you, including on weeknights or weekends. If Zoom meetings or email exchanges are more convenient, we can communicate that way as well. Each representation is tailored to the client’s specific needs and schedule.
Our in-home services benefit homebound seniors, busy professionals and young families alike. Whether you have trouble leaving the house due to a medical issue or your schedule is packed because of your career or young children, Best Coast Estate Law is here to make your estate planning experience as stress-free and convenient as possible.
*In-home legal services are available to clients within fifteen miles of our offices, and appointments are made at the discretion of the attorney, depending on availability.
Virtual Legal Services
To fully accommodate clients throughout the state of California, we offer a full range of virtual legal services via phone, email, or Zoom video meetings. PDF documents can then be approved by the client and, once finalized, sent by FedEx with instructions for signing and notarizing.
What you can expect
A typical estate planning representation takes 4 to 8 weeks and involves:
- A free 20-minute phone consultation
- Client completes the intake questionnaire and signs the fee agreement
- An intake meeting in which you and the attorney review your intake questionnaire and work together to create a first draft of your estate plan
- Client review and approves draft estate plan (with an attorney follow-up meeting as necessary)
- The signing meeting, in which documents are executed and notarized
- Client receives original documents in organized binder with flash drive containing PDFs of each document along with instructions for funding your trust
Virtual representation, real results
To fully accommodate clients throughout the state of California, we offer a full range of virtual legal services via phone, email, or Zoom video meetings. PDF documents can then be approved by the client and, once finalized, sent by FedEx with instructions for signing and notarizing.
Frequently Asked Questions
Our team specializes in simplifying the estate-planning process so you and your loved ones can feel certain about every decision. Start with this overview, and then book a consultation when you’re ready to talk more.
What is a California living trust?
A “living” trust is created during your life to transfer your assets to your beneficiaries
at your death without the need for Probate Court. Any California resident with
children or who owns property should have a living trust. The person who creates
the trust is usually the “Trustee” during his/her life and therefore retains full control of their assets. The “Successor Trustee” is nominated to manage and transfer assets
after the owner’s death, according to the terms created by the owner during their
life.
What is a California revocable trust?
A trust is “revocable” if you can update and change the terms during your life. Most living trusts are revocable so that you have the flexibility to update the terms and conditions as necessary. A revocable trust becomes irrevocable upon your death- meaning no one can change the terms you decided on during life. An irrevocable trust cannot be changed during or after your life.
What are the benefits of a trust over a will?
A trust avoids California Probate, while a will must be approved by the Probate
Court to be effective. By avoiding probate, a trust avoids the cost and time of
Probate Court. A trust passes property to beneficiaries quickly and privately, according to the terms of the trust. A typical Probate in California will take at least a year and the Probate attorney is paid a percentage of the value of the assets. A trust typically avoids the waiting period of Probate and the cost of a Probate attorney while also keeping the terms of the trust private.
What is a Quitclaim Deed – Trust Transfer?
When you create a living trust in California you must quitclaim the deed of your home into your trust. This transfer does not affect your mortgage OR your property taxes because it is not considered a change of ownership. You can still lease your house, sell your house or refinance/mortgage the property when it is in the trust.
