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Included in package
Included in package
- Dedicated Sonoma County CERTIFIED Estate Planning Paralegal
- We Deal With The Sonoma County Court and the Sonoma County Recorder
- We File & Record Your Documents
- Meet your dedicated estate planning paralegal in-person, call and text
- Special Directives Available – make beneficiaries reach a specific age to receive funds
- We Guarantee Acceptance By The Sonoma County Court
- We customize and individualize your estate plan to your wants and needs
Included in package
- Dedicated Estate Planning Team – Certified Financial Planner – CPA Consultation – Real Estate Broker Consultation
- We Deal With The Sonoma County Court and the Sonoma County Recorder
- We File & Record Your Documents
- Meet with your Estate Planning Team As Much As You Need
- Special Directives Available – make beneficiaries reach a specific age to receive funds – make assets available for college and other future events for beneficiaries
- Handle frustrating administrative work With The Court and The Sonoma County Recorder
- Guaranteed Acceptance By The Sonoma County Court and Sonoma County Recorder
Testimonials
Fred Johansen, Forestville CA
“Sonoma County Legal Services was extremely helpful as I negotiated the complexities of my father’s trust and real estate holdings. The whole Team was conscientious, knowledgeable, and professional in every aspect of our relationship. I live out of state and so was so relieved to have a professional firm representing me in California. They were a fantastic resource and I recommend them highly.”
– Fred Johansen
About Us
Sonoma County Approved estate Planning Provider
We work directly with the Sonoma County Family Court and the Sonoma County Recorder EVERYDAY. We have the relationships and experience with the Sonoma County Administration to get you the best possible estate plan for your loved ones. Money-Back Guarantee *Restrictions Apply.
- Relationships and experience to get you the best possible estate plan.
- Money-Back Guarantee *Restrictions Apply
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and Check Your Email, You will receive an “INFORMATION REQUST” in your email within 1 business day. Your dedicated specialist may call you if needed.
Our Services
Why Work With Us
#1 Sonoma County Estate Planner -Working Local in Sonoma County for 50 years.
Dedicated Divorce Team
Your Team: Family Law Paralegal, Tax Professional, Process Server, and more.
More comfortable meeting in person? Please come to our office and meet with your specialist.
Your Team has worked on Over 1000 Trusts & Wills in Sonoma County.
We know the process. Professional & Efficient.
Power full Team
The Sonoma County Estate Planning Team
Lindsey Smart
Certified Estate Planner/ Family Law Paralegal
Sean Billings
Certified Estate Planner/ CPA
Bill Edwards
California Real Estate Broker/ Enrolled IRS Tax Preparer / Accountant
Legal Compliance Director
Chief Financial Officer
Testimonials
What Clients Say About Us
“When it was time for us to set up a Trust, Sonoma County Estate Planning guided us through the process with patience, clarity and expertise that helped to de-mystify each step along the way. He explained the advantages and disadvantages of one decision over another so that we could identify, and then feel completely comfortable with, the choices we made in defining our wishes and setting up the distribution of our assets. The whole team’s professionalism, attention to detail and the ability to show understanding and empathy throughout the process are quite exceptional. The estate planning team at Sonoma County LDA was the perfect choice for us.”
– Kate Jennings & Peter Horrowitz
Kate Jennings
Windsor, CA
“Save the money, hire Sonoma County LDA. “Before I found Sonoma County LDA to assist me with my mother’s Living Trust, I had spent a considerable amount of money on another attorney who was not able to produce any results or move the matter toward a settlement. I found it difficult to even sleep at night as a result of the stress caused by the opposing attorney and opposing party (my sister). Sonoma County LDA took over the case and was able to settle the matter in an equitable fashion without exposing me to other civil actions as a result of my unfamiliarity with trusts. I highly recommend Sonoma County LDA for any estate planning issue you may have.”
Cathy Remenington
Sonoma, CA
“The estate planning team patiently steered us through the process of revising our estate trust, and drafting a special needs trust for one of our children. We were reassured by the competent legal expertise and grateful for the attentive guidance.”
Nick Harding
Santa Rosa, CA
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Contact Us
“my family and my legacy are protected. thank you Sonoma County Estate Planning Team.” Kate Blenchard
Family Law Cases are Time Sensitive. Call Now. File Tomorrow.
Maximizing Financial Benefits: Estate Planning with Sonoma County LDA Paralegal Services
Estate planning is a crucial aspect of financial management that ensures individuals protect their assets and legacy for future generations. While many opt for traditional attorney services, Sonoma County LDA Paralegal Services presents a compelling alternative, offering comprehensive estate planning solutions that are not only cost-effective but also financially beneficial to clients. Here’s a closer look at the estate planning services provided by Sonoma County LDA and how they contribute to maximizing financial benefits:
- Trust Creation: Establishing a trust is a cornerstone of effective estate planning, enabling individuals to protect their assets and distribute them according to their wishes. Sonoma County LDA guides clients through the process of trust creation, ensuring that assets are managed and distributed efficiently, ultimately minimizing probate costs and taxes.
- Pour-Over Will Preparation: In conjunction with a trust, a pour-over will acts as a safety net, ensuring that any assets not explicitly included in the trust are transferred to it upon the individual’s passing. Sonoma County LDA assists clients in drafting pour-over wills, providing added assurance and clarity in the estate distribution process.
- Will Drafting: For individuals who opt not to establish a trust, having a well-drafted will is essential in outlining their wishes regarding asset distribution and guardianship of minor children. Sonoma County LDA offers comprehensive will drafting services, ensuring that clients’ intentions are clearly articulated and legally binding.
- Deed Transfers and Recording: Property ownership is a significant aspect of estate planning, and transferring deeds to trusts or beneficiaries is essential for seamless asset management. Sonoma County LDA facilitates deed transfers and ensures proper recording with the county, simplifying the transfer process and avoiding potential legal complications.
- Addendums and Amendments: Over time, individuals may need to update their estate plans to reflect changes in circumstances or preferences. Sonoma County LDA assists clients in drafting addendums and amendments to trusts and wills, ensuring that their estate plans remain current and effective.
- Tax Planning Strategies: Minimizing tax liabilities is a key objective of estate planning, and Sonoma County LDA provides tailored tax planning strategies to optimize financial outcomes for clients. From maximizing exemptions to utilizing tax-efficient gifting strategies, Sonoma County LDA helps clients navigate complex tax laws and preserve wealth for future generations.
- Other Estate Planning Services: In addition to the aforementioned services, Sonoma County LDA offers a range of other estate planning solutions tailored to meet clients’ unique needs. From healthcare directives to powers of attorney, Sonoma County LDA ensures that all aspects of clients’ estate plans are comprehensively addressed, providing peace of mind and financial security.
In conclusion, estate planning is a vital component of financial management, and Sonoma County LDA Paralegal Services offers a compelling alternative for individuals seeking cost-effective and financially beneficial solutions. From trust creation to tax planning strategies, Sonoma County LDA provides comprehensive estate planning services that empower clients to protect their assets and secure their legacy for generations to come. By leveraging the expertise of Sonoma County LDA, clients can achieve their estate planning goals while maximizing financial benefits and ensuring peace of mind for themselves and their loved ones.