An Experienced Santa Barbara Attorney Helps You Plan Your Estate
Assistance with living wills, trusts and other estate matters in California
As the founder of McCleary (Mac) H. Sanborn, III, Attorney at Law I am happy to help clients secure their assets and their families’ futures through careful and considered estate planning. My extensive experience serves clients well when deciding on the best tools to manage their future healthcare and financial needs and ensure that their property and assets go to those they designate. The complexities and politics of forming a trust, drafting a financial power of attorney or drafting an advance healthcare directive (living will) can cause a great amount of stress and tension. Offering compassionate and seasoned counsel, I’m able to steer you through the various challenges involved in planning your estate.
Understanding your options in managing your estate and trusts
There is a great deal of information to consider when it comes to establishing wills, trusts and healthcare directives. As your family law attorney, I have the skill and experience to provide answers and guidance in estate management. Among the estate planning instruments I can help you set up are:
- Wills or pour-over wills — Depending on your needs, I work with you to prepare a will or a pour-over will to distribute your assets when you pass away. A well-drafted will ensures that your wishes are upheld and your heirs protected. Pour-over wills are a special kind of will used with a trust to transfer your assets to the trust at the time of your death. It ensures that the property doesn’t need to go through intestate succession (the distribution of assets for someone who dies without a will or trust)
- Financial power of attorney — This document grants an individual the power to make financial decisions for you in the event you are incapacitated and unable to make these decisions yourself. That person is often a loved one
- Living will or advance healthcare directives — A document establishing what medical care you wish to receive when you are physically incapacitated or ruled mentally incompetent. These directives are often used in end-of-life situations. They ensure your wishes about your own care are followed and alleviate the burden of your family having to make decisions at a difficult time
- Living trust or revocable living trusts — A trust that can be revoked or modified by you establish which of your assets are to be held in trust by a trustee until the creator of the trust dies. It also stipulates the beneficiaries of the trust in the event of death. If the trust’s creator becomes incapacitated or incompetent, the trustee has the power to administer the trust’s assets as you directed
No matter what your circumstance are, it’s important to have a well-crafted estate plan: It provides you peace of mind that your wishes will be seen to after death, and that your affairs will be properly handled in the event of physical or mental incapacity.