Do Any Of These Apply To You?
Looking to limit the taxes to be paid at the time of property transfer to your heirs?
Ready to establish a Trust or Will for your family or loved ones?
Wanting to add and update the name of beneficiaries on your life insurance plan or 401k?
Looking to establish instructions for your medical and health care wishes if you become disabled or injured?
Then let's keep you in control of your assets
It takes less than a minute to schedule a consultation
The Reviews Are In
After Serving over 1600 clients San Clemente Estate Law is proud of its 5 Star Rating!
Jennifer and her team were very quick to respond to our request. They came highly recommended and I had already known Jennifer through her community involvement with San Clemente, so we felt really safe making a decision to go with her company for our estate plan. We are so glad to have this plan in place for our family. Thank you!"
Jennifer Elliott and her team were fantastic. They answered all our questions and made a sometimes sensitive subject...Death and Taxes an easy process. They walk you through all the scenarios that you would never think of and build a Trust that fits you and your family.
Jennifer and associates were so helpful with everything we needed. They were extremely professional and informative with the changes we needed to make in our trust. Would highly recommend!!
Really simple process. The team at SC Estate Law is responsive, easy to deal with, professional....and clear. They seem to be available for any question. Really great to do business on such an important topic with a local firm.
The team at SC Estate Law is very professional and helpful, but also relaxed and friendly. They made the whole process very easy and understandable. I highly recommend Jennifer and her team.
Jennifer did an outstanding job and helped us with an existing Trust that needed to be redone. She gave great insight and we are very happy with the service from San Clemente Estate Law. Thank you Jennifer.
Aaron & Kris
We've Helped Over 1,600 San Clemente Families PROTECT Their Hard Earned Money
We believe that every family deserves the strongest possible protection and the chance to control their money in later life - no matter what! We're committed to listening to you with sensitivity and respect. We'll aim to make sure that the money that you've worked all your life to save, is not taken from you in the event of incapacity.
Keep your family and assets out of probate court
Protect Your Future Generations
Control Your Money With The Strongest Legal Methods
Live Without Any More Worry
Jennifer Elliott, Top Rated Estate Lawyer in San Clemente will keep you in control of your assets
It takes less than a minute to schedule a consultation
Jennifer Elliott, 30 Years of Legal Experience and San Clemente Resident
Exclusively practicing law in the areas of estate planning, probate, and trust administration since 2005, Ms. Elliott regularly drafts wills, trusts, powers of attorney, deeds, and all transfer documents.
Ms. Elliott provides her clients best-in-class estate planning technology for their documents. She keeps up to date on the law with education forums, labs, and seminars. Ms. Elliott regularly leads seminars for legal professionals as well as the public to educate the community on protecting their assets and loved ones.
Frequently Asked Questions About Estate Planning
Wills and trusts are two parts of estate planning. Together, they give you control over your assets, direct their distribution on your passing, and help you relax by providing peace of mind.
A will is a legal document expressing your instructions about the passing over of your property and money. However, the will doesn’t guarantee the upholding of your wishes after you are deceased as a will can be contested by your relatives or third parties in court when it’s being probated. A will also doesn’t alleviate the problem of taxes. A will also does not avoid the probate process in court.
Trusts are separate from wills and are needed for anyone who owns their home or other real estate. They are also needed in certain other situations. A trust keeps the estate from going through the probate process and also saves taxes. Through trusts, you provide for the people, animals, and organizations you care about.
Estate planning will accomplish the following:
- Ensuring that your property is passed on quickly to your heirs, and with less or no legal hurdles.
- Minimizing the amount of taxes your beneficiary would be liable to pay at the time they receive your money and property after your death.
- Avoiding time and costs associated with the probate process.
- Setting the terms about the kind of medical care you wish to receive should you become disabled and unable to make your wishes known.
- Letting your relatives know about the kind of funeral arrangements you would like, and setting out how related expenses are to be paid.
Estate planning is not just for the ‘retired’ or ‘wealthy’ individual. This is necessary for everyone. Even a single person without real estate still needs a will and powers of attorney. People tend to only think about it as they get older; however it’s important to be prepared for any sudden situation.
Estate planning simplifies the process of transferring property to your heirs with little or no hassle. Nobody wants their relatives and heirs to indulge in a lifelong battle over his/her property. An appropriate estate plan also provides you with peace of mind.
Start today! Nobody knows how long he/she will live, so avoid the risk of your family being caught off-guard and unprepared. Creating an estate plan now will also allow you to keep changing it later as the need arises, which is exactly the way estate planning should be done.
Start with what you can afford! Families or individuals can start with preparing a will, a power of attorney for their financial affairs, and health care directives. As their financial situation improves, they can expand their plans. However, your estate planning must be done under the guidance of an estate planning attorney to ensure your documents are prepared properly.
Start thinking about your future and prepare an estate plan. Jennifer Elliott will help you create an estate plan customized to your needs and financial situation.
Ready to get your assets in order?
This 30 minute meeting will help you discover hidden and little known strategies so you can protect and preserve your family's legacy and pass on your inheritance with peace of mind while keeping you in control of your assets.
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Whether you are experiencing a difficult time after the death of a loved one or just getting your own affairs in order -We're here for you.
Fill out our contact form or give us a call to schedule a private consultation. We're located just left of HH Cottons on the corner of Del Mar and Ola Vista.
We look forward to meeting you.