Estate Planning Attorney in Sacramento

An estate planning attorney in Sacramento will help you organize your estate and plan the legacy of your assets.

Who should receive what? Where should my children go if I cannot care for them? What do I want my end of life plans to include?

These are really hard questions to contemplate, organize, and legally dictate. An estate planning attorney in Sacramento can help you put all of this together cleanly, legally, and completely.

Estate Planning Attorney in Sacramento

Below are a few of the tasks that an estate planning attorney in Sacramento can take care of for you:

Create a Custom Will
While this might seem straightforward, some customizations can actually invalidate the entire will. Unless your assets and family dynamics fit perfectly into generic template (very rare), then you should consult an estate planning attorney to confirm that your will meets all of your dictates and remains legally sound.

Avoid Probate and Estate Taxes
Very few wish to give more of their estate to the government, attorneys, or “red tape,” then absolutely necessary. An estate planning attorney in Sacramento can legally help you avoid the time and cost of probate and estate taxes.

Utilize the Best Tools
Some estates are simple enough to be protected by a will alone; while, others require different types of trusts to secure, protect, and properly distribute your estate. We can help you determine what is best for your estate, put together a legal plan, and give you additional tools for long-term planning.

Update Reminders
Unfortunately, an estate plan is not always “one and done.” Assets change, your family changes, and your estate plan needs to be updated to cover all of the additions. We will help you track changes over time and remind you when it might be time to update your estate plan.

Stay Legally Sound
As an estate planning attorney in Sacramento, we will make sure that you estate plan stays up to date with current laws. Estate planning laws are constantly changing and we do not expect any of our clients to stay up to date on the newest rules and regulations; that is what we are here for!

As an estate planning attorney in Sacramento, we are here to help you protect your assets, create the best plan for the future, and stay up to date as life continues to change. We are here to make your life easier and more secure!

The attorneys with Beyer, Pongratz, and Rosen have vast experience with every aspect of estate planning, probate, and business structuring. We are here to help! Give us a call to get started 916-250-1511 or contact us online to set up a FREE consultation. We look forward to working with you.

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  • Sacramento
    3230 Ramos Circle
    Sacramento, CA 95827
  • Lincoln
    433 F Street
    Lincoln, CA 95648
  • 916-250-1511


Mon: 8am – 5pm
Tue: 8am – 5pm
Wed: 8am – 5pm
Thu: 8am – 5pm
Fri: 8am – 5pm
Sat: Closed
Sun: Closed

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