FAQs - Estate Planning Essentials

Our FAQ page is designed to provide clarity on the estate planning process, covering key topics like wills, trusts, powers of attorney, and guardianship. Whether you’re starting a new plan or updating an existing one, our answers to frequently asked questions will guide you through each step, ensuring you feel informed and confident in protecting your legacy and your loved ones.

What estate planning services does Jefferson Estate Planning offer in Temecula and Murrieta, CA?

We provide comprehensive estate planning, including wills, trusts, financial power of attorney, and medical directives.

Do you offer in-home estate planning consultations in Temecula and Murrieta?

Yes, we offer flexible, mobile services, allowing us to meet with you at your home for convenient and private discussions.

What’s included in the Basic Plan, and is it suitable for me?

The Basic Plan includes a Will, Guardianship Form, Durable Financial Power of Attorney, and Advanced Health Care Directive, ideal for straightforward needs.

How much does the Basic Plan cost for a single person or couple?

The Basic Plan costs $300 for individuals and $500 for couples, with all-inclusive notary and upfront pricing.

What is the Family Plan, and what does it include?

Our Family Plan adds a Transfer on Death (TOD) Deed to the basics, ensuring your estate smoothly transfers to heirs without probate.

How does the Family Trust Plan differ from the Basic and Family Plans?

The Family Trust Plan includes a Revocable Living Trust, essential for larger estates and comprehensive protection, priced at $1,300.

Can I update my estate plan after it’s created?

Yes, we offer flexibility to make updates as your needs change, ensuring your estate plan always meets your wishes.

Are there hidden fees for your estate planning services?

No, we offer clear, upfront pricing with no hidden fees, so you know the full cost before beginning.

Will I work directly with an attorney?

Absolutely. We believe in personalized service with direct attorney contact, ensuring expert guidance without intermediaries.

What is a Revocable Living Trust, and who should consider it?

A Revocable Living Trust helps you manage assets efficiently and is a key component for clients with complex or large estates in Murrieta and Temecula.

What is the role of a Durable Financial Power of Attorney in estate planning?

This document lets you assign someone to handle financial matters if you’re incapacitated, essential for protecting assets.

Is a medical power of attorney included in your plans?

Yes, each plan includes an Advanced Health Care Directive (Living Will/Medical Power of Attorney) to make healthcare decisions clear.

What is a Transfer on Death (TOD) Deed, and why is it included in the Family Plan?

A TOD Deed allows your property to bypass probate, a valuable addition for those seeking efficiency in estate transfers.

Can you explain what a Guardianship Form does?

This form designates who will care for any minor children, a crucial element in any estate plan for parents.

Are there benefits to creating a will, even with a trust in place?

Yes, a will provides instructions for personal matters and guardianship, complementing the protection of a trust.

How long does the estate planning process take in Murrieta and Temecula?

Typically, it takes 2-4 weeks, depending on the complexity and customization of your plan.

Can I customize the documents in each plan to fit my needs?

Yes, we work with you to ensure every document reflects your unique situation and goals.

How often should I review my estate plan?

We recommend reviewing every 3-5 years or after significant life changes to ensure your wishes are current.

Do I need a notary for estate planning documents in California?

Yes, and all our packages include notary services, saving you extra time and costs.

Why should I choose Jefferson Estate Planning for my estate planning needs in Temecula or Murrieta?

We offer dedicated, transparent service with direct attorney contact and flexible options to ensure peace of mind.