Protecting Your Legacy
Your SoCal Probate and Trust Lawyer
At Jones Legal, Inc, we are passionate about the cases that we take on and are mindful about how our clients’ legal issues affect their lives. You need an attorney that exhibits compassion and strength.
Whether you are settling a loved one’s estate and need an advocate to help you through the probate process, or planning ahead and desiring a comprehensive estate plan, we are here for you.
Request a Free Consultation
What People Say About Us
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Probate
Estate planning and various other probate issues can be very confusing and stressful for families whose relative has just passed away. Many clients in this situation feel like they have to wade through mountains of paperwork alone and figure out the best way to handle probate cases.
That is why at Jones Legal, we provide dedicated probate and estate planning assistance throughout California. We have years of experience in helping clients navigate the complexities of trusts, wills, estate planning, and more.
We certainly do not want you to go through this grueling process alone.
- Proving the validity of a deceased person’s will
- Locating and taking inventory of the deceased person’s property
- Appraising the deceased person’s property
- Paying estate taxes and debt
- Overseeing the distribution of the deceased person’s property in accordance with their will or state law if they don’t have a will
Estate Planning
An Estate Planning attorney at Jones Legal can help you understand the big picture and plan your estate accordingly. Your estate is the total value of all of the assets you own.
Estate planning is defining exactly how your assets will be distributed and to whom.
- Life insurance policy
- Funeral plan
- Estate Tax considerations for large estates
- Gift Tax considerations and strategies
- Irrevocable Life Insurance Trusts
- Ongoing Trusts
- AB Trusts / Bypass Trusts / Credit Shelter Trusts
- QTIP Trusts
- Marital Deduction Trusts
- Children and Minor’s Trusts
- Spendthrift Trusts
- Charitable Trusts
