Hamilton & Associates, APC

      Bar Number: 222601

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 (619) 285-2673

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Expert Estate Planning Attorneys in San Diego, CA

You've worked hard to establish your estate over the years, and the thought of leaving it behind is scary. When the time comes to create a will or form a trust, you need our knowledgeable estate planning attorneys in San Diego, CA, on your side. At Hamilton & Associates, APC, we draw on years of experience to design our services around your specific situation, giving you the personalized guidance you deserve.

Wills & Trusts

A will is a legal document or declaration created by an individual who wants to legally name another person to manage his or her belongings and estate upon their death. Most importantly, a will provides in writing the distribution of an individual's property upon their death.

A trust -- sometimes called a living trust or living will -- is an instrument that creates a direct relationship between two parties where the property is held by one party for the other. Trusts are created by settlers who transfer some or a part of his or her property to a trustee, who holds the property for the benefit of the trust's recipients.

Wills and trusts are commonly used in conjunction with one another to legally and flexibly control the outcome of one's belongings and estates upon death or extended separation. Depending on your circumstances, we recommend creating a will and trust that will allow you to control the outcome of your belongings.

Legal Services in San Diego, CA

Wills and Trusts in San Diego, CA

Benefits of Wills & Trusts

There are many benefits to setting up wills and trusts, as they both help you to control your estate and property upon death; some of these include:

  • Selecting the Heir to Your Estate & Belongings
  • Authorizing an Executor or Trustee to Manage Distribution, Which Helps Avoid Court Intervention & Costs
  • Nominating Legal Guardians for Children Under 18
  • Reducing Federal Estate Tax Liability
  • Controlling the Distribution of Your Wealth, whether it Goes to Family Member or Charitable Organizations
  • Passing Down Family Businesses to the Property Members of the Company

The Process

In many cases, forming a will or trust does not take a long time. All you need to do is reach out to our estate planning attorneys, and we'll guide you through the process. We'll help you conceptualize what you want in your will, working with you to edit the document until it's finalized. You're always in good hands with us, as we treat all of our clients with the utmost respect, going above and beyond to deliver friendly, reliable services. Keep in mind that some states require a certain number of witnesses -- usually two -- to sign along with you.