Guidance Caring for an Incapacitated Loved-One
Power of Attorney, Living Trust
and Advance Health Care Directive
TPLG will expertly guide you through the legal steps relating to caring for a loved-one, providing legal advice, preparing necessary paperwork, and interacting with the court, government agencies, and other interested parties.
Health Care Decisions • Health Care Directive • Conservatorship • Financial Management • Durable Power of Attorney • Living Trust • Government Assistance for Long-Term Care • Medi-Cal Eligibility • Other Government Benefits
Manage loved-one's health care decisions
Manage loved-one's assets, finances, and creditors
Obtain government assistance for loved-one's care
No More Sleepless Nights Worrying About the Legal Aspects of Caring for Your Loved-One
What We Can Do For You:
Identify proper procedures for managing loved-one’s health and personal care
Minimize death taxes, capital gains taxes, and real property taxes
Use your loved-one’s Durable Power of Attorney and/or Trust to put you in charge of their accounts and finances
Assist with management of unusual assets
Deal with loved-one’s debts and creditors
You deserve expert legal guidance at a fair price
We started Trust & Probate Law Group to help people like you
We get it. We understand the headaches of acting as trustees, agents under durable powers of attorney, and conservators. We have over 20 years experience guiding people like you.
Services We Provide to Trustees and Agents under a Durable Power of Attorney
- Identify documents governing the estate or trust, interpret the terms of those documents, identifying ambiguities and potential challenges
- Represent you for the entire process, or consult with you on one or more specific points, at your request
- Provide personalized legal advice for your unique situation
- Analyze validity of documents signed by decedent while possibly mentally incapacitated or under undue influence or fraud
- Determine whether court involvement is necessary, and if so, determine which court to use
- Assist you in deciding whether to serve as trustee or agent
- Determine who should be in charge of the estate or trust, whether a neutral 3rd party should be used, and arrange for the right person to be appointed to the position, whether by documents or by court order
- Advise and assist with management (or sale) of unusual assets, such as complex investments, business or partnership interests, out-of-state property, mineral rights, farm, ranch, timber, and mining land, and royalties from copyrights or patents
- Advise and assist with debts, creditors, and insolvency of the estate, including past-due child support and spousal support
- Advise regarding dealings with loved-one’s family members
- Manage disputes against your loved-one
- Advise regarding disagreements among family members
- Advise and assist in situations where someone interferes with, or challenges, your activities on behalf of your loved-one
- Determine if loved-one should take additional estate planning steps
- Coordinate with your tax preparer to assure that your loved-one’s taxes are appropriately filed and paid
- Represent you in probate court for
- Spousal petitions,
- Title-clearing petitions, and/or
- Trust-related petitions (such as Heggstad petitions, trust modifications and beneficiary determinations)
- Provide required notices to contingent beneficiaries, heirs, and government agencies
- Provide information to title companies to assist with the sale of estate real property
- Classify assets as separate property vs community property
- Ensure proper preparation of paperwork for all the tasks listed above
3 Simple Steps to Begin Caring for a Loved-One's Affairs
1. Call for a free, no-obligation phone consultation with an attorney
This call typically takes about 10 – 15 minutes, to determine if we are the right attorneys for your situation. If not, we will try to send you to someone who is.
2. Send your loved-one's estate planning documents
We usually need copies of any existing Durable Powers of Attorney, Health Care Directives, and Trust documents.
You may provide them to us by email, upload, or regular mail.
3. Free, 1-Hour, No-Obligation Consultation with Expert Trust & Estate Attorney
We will tell you what needs to be done and give you an estimate of how long it will take and what it will cost.
Communicating with You Throughout Your Case
Responsive
Quick responses to your questions, calls, emails, and texts
Available
We'll meet with you within a few days whenever you request a meeting
Convenient
We'll communicate with you by text or email and meet by Zoom or phone
Helpful
We will help you understand the process and next steps