Estate Planning

Leonora Gorelik firmly believes that Estate Planning is not just for the rich. If you have a previous spouse, children/grandchildren, or a Registered Domestic Partner, or if you own real estate or a business you should have an Estate Plan in place. A basic Estate Plan, consisting of a Living Trust, Pour-over Will, and Durable Power of Attorney, can give you peace of mind that your family will be protected and your objectives will be realized. Every Estate Plan should also include an Advance Health Care Directive, which is a legal document setting forth your health care wishes in the event you are critically ill or injured.

Leonora Gorelik tailors Estate Plans to your needs and circumstances. Ms. Gorelik understands that an Estate Plan needn’t be complicated if your circumstances don’t warrant complication. You can obtain a basic Estate Plan, without sacrificing quality, at a very accessible flat fee. Estate Plan fees start at $950. A typical “middle-class” Trust based Estate Plan will cost approximately $1,500-$2,000. A more complicated Estate Plan involving business succession planning, extensive charitable contribution, Special Needs Trusts, and children from previous marriage will usually cost more.

It is important to understand that even if your Estate Plan is not complicated, proper steps need to be taken in order to ensure that the Estate Plan will be valid. It is important to have properly drafted documents and to take the necessary steps to “fund” the Trust, as well as update/amend when appropriate. Ms. Gorelik will help you take the proper steps in order to make sure that your Estate Plan is in full effect and will work as planned.

Get Started Today!

For more information on California Estate Planning, Living Trusts, Wills, Advance Health Care Directive, and Durable Power of Attorney, please don’t hesitate to contact Leonora Gorelik for a free consultation (818) 406-5164.