Estate Planning Overview

At Conway-Spatola Law, our goal is to provide you with a customized plan that meets your family’s goals and allows you peace of mind, knowing a clear roadmap is ready when needed.  Although we are located in Sacramento, we offer estate planning services throughout the State of California.

If you are over eighteen, estate planning is important no matter how small you believe your estate to be.  Estate planning allows you to ensure your assets go to the people, pets and/or charities you love.   It also ensures there are people in place to assist you if you become incapacitated.  By properly planning your estate, you can minimize family conflict and costly court proceedings.

What are the major pieces of a complete estate?

Depending on your goals and the size of your estate you may use only a couple of the below documents, the majority of the below documents or even some additional documents.  For further information on each document, see the related blog post.

  • Will
  • Pour Over Will
  • Revocable Trust
  • Irrevocable Trust
  • Special Needs Trust
  • Power of Attorney For Finance
  • Advance Health Care Directive
  • HIPPA Release
  • Beneficiary Designations
  • Asset Protection Planning
  • Charitable and Gift Planning

 Additional Estate Planning Areas of Expertise: