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Estate Planning

Inheritance and the law of disposition of assets are regulated by statute. To make certain real and personal property are disposed of according to a person's wishes requires an attorney skilled in estate planning.  The FREEMAN FIRM's attorneys assist clients in formulating their objectives, making recommendations to achieve those objectives, and preparing the necessary documents. Our legal professionals carefully draft estate planning documents so they accurately reflect our clients' wishes and comply with all statutory requirements.


Representative Clients Include

The Names of Estate Planning Clients Are Not Disclosed



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Frequently Asked Questions:

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What is a Will?

Wills are the most common method of designating how property should be distributed and affairs handled after a person's death.  The complexity of a will depends on the size of the estate and the preferences of the person making the will.  If an individual dies without a valid will and did not make alternative arrangements to distribute his property, a probate court must step in to divide up the estate using legal defaults that give property to surviving relatives.

Can I Change My Will?

A will can be changed, but must not be done by simply crossing out words or sentences or by making notes or written corrections.  A will can be changed through a codicil, which amends a will.  Or a new will can be made and the prior will revoked. 

What is a Living Trust?

A living trust is an arrangement under which a person transfers ownership of all or a portion of his property to the trust during his lifetime.  The person establishing the trust is called the grantor or settlor.  A trustee is named in the trust and may be an individual, an institution, or the grantor/settlor himself.  The trustee manages the property in the trust according to the terms of the written trust document.  The trust is established for the benefit of one or more persons, including the grantor/settlor, who are referred to as the beneficiaries.  A living trust is effective during the lifetime of the grantor/settlor, but it may be written so as to continue beyond the lifetime of the settlor/grantor.  A living trust may be revocable (cancelled) or irrevocable (unalterable).

What is Probate?

Probate is a court-supervised process for transferring a deceased person's assets to the beneficiaries listed in his or her will.  The probate process protects the interests of the beneficiaries.  The probate court can resolve disputes regarding the distribution of assets as well as oversee the administrator's handling of the estate.

All definitions provided in this section of our website are paraphrased from Black's Law Dictionary and are meant to provide only basic information about the terms used herein.

If you have a question about our firm or want to schedule a consultation with an attorney, please call 209. 474.1818 or fill out our contact form so we may provide additional assistance.

Freeman, D'Aiuto, Pierce, Gurev, Keeling & Wolf 

1818 GRAND CANAL BOULEVARD . SUITE 4 . STOCKTON . CALIFORNIA 95207

Tel   209.474.1818   /   Fax   209.474.1245   /   info@freemanfirm.com

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