Planning For Everyone You Love And Everything You Have
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
In one sentence, we help families avoid collapse after the death or disability of a loved one.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule. For a consultation focused on your family, schedule your Family Wealth Planning Session.
That is totally fine. It is normal to feel a little uneasy about estate planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Do You Really Know?
Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?
If you have an estate plan and it is out of date, your assets could be lost to the state department of unclaimed property or to an unnecessary and public court process.
If you do not have an estate plan, then your state has a plan for you, and it's probably not what you want.
Here’s the bottom line: If you do not know exactly what would happen to everyone you love and everything you own, then the first step is to find out exactly what would happen legally and financially so that you can decide if the current state of your affairs is okay with you.
Name Legal Guardians Here For Free
Naming guardians for your kids is totally free and easy, no strings attached.
How Do We Help You With Estate Planning?
We meet together for your Family Wealth Planning Session where the sole purpose is to get you more informed.
Before your Family Wealth Planning Session, you will complete your Family Wealth Inventory & Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and your belongings.
If you decide the current state of affairs is unacceptable, and if we both decide that it is a fit to work together, then we will design an estate plan together that will best suit the needs of your family.
The foundation of your estate plan will often include a revocable living trust, which, when done correctly and maintained over time, should help your family avoid the cost and delay of the public probate process and minimize or eliminate estate taxes.
For people with additional needs, we provide advanced estate planning services.
“Can I DIY My Estate Plan?”
We get this question all the time.
Unfortunately, most DIY plans do not work because much of what passes for estate “planning” is little more than word processing.
You answer a few automated questions and then the drafter (normally just software, not a human being) decides which “plan” is right for you. And then you are forced into a template document that may not reflect your needs or situation whatsoever.
This is not estate planning; this is little more than a “search and replace” of your family’s name and then the hit of the “print” button.
We Are Professional Estate Planners
Carina de la Torre, your Personal Family Lawyer® at The de la Torre Law Office LLC will educate you and take the time to get to know you, your family, your concerns, your goals and your issues.
Ms. de la Torre will gladly and patiently answer all your questions to design an estate plan that is exactly right for you and will keep your loved ones out of court and out of conflict.
No Time For Mistakes
Learn The Six Major Mistakes Families Make When Choosing An Estate Planning Attorney
... And How To Make A Loving Choice For Your Family
Let me help you protect the people and things you love to make sure they stay out of court and out of conflict.
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We appreciate your interest in The de la Torre Law Office LLC. Please know that our website is provided for informational purposes only. It should not be considered legal advice and visitors to our website should not take action upon this information without first discussing it with a legal professional.
Your visit to this website or transmission of information does not create an attorney-client relationship with The de la Torre Law Office LLC generally, or any of its attorneys. If you wish to contact anyone at The de la Torre Law Office LLC, please do not disclose any information that you consider to be confidential in that communication. Before an attorney-client relationship can be established, an attorney from The de la Torre Law Office LLC will need to confirm that the firm does not already represent another entity involved in the matter and that the firm is willing to accept representation.
The de la Torre Law Office LLC will regard any information or materials you transmit as confidential only after this confirmation by the firm to you that it is willing to accept representation. Until such time, all unsolicited inquiries or information received by The de la Torre Law Office LLC will not be regarded as confidential, even if considered confidential by you, and will not preclude the firm from accepting representation of other entities that may be adverse to your interests.