Estate Planning and
Trust Services


To schedule your personal consultation, please call:

(760) 946-2233

What is Estate Planning?

Estate Planning is the process of building wealth during one's lifetime and protecting and managing those assets in the event of incapacity and for the next generation.

At ArchAngel Estate Planning and Trust Services, it is our mission to offer peace of mind to you and your loved ones through the design of an estate plan that ensures that your wishes are followed and minimizes taxes, time delays, and the emotional and financial hardships that often occur when a loved one passes away. We promise to guide you with care and patience through each step of the Estate Planning Process.

During our initial interview we will review your current estate plan, if any, and determine what type of planning or changes are needed to ensure your wishes are met and your estate is properly protected. A proper estate plan can include wills, living trusts, powers of attorney, and more advanced forms of planning.

Living Trusts

A Living Trust is often considered the best strategy to:

~ Avoid the expense and time delays caused by probate or state interference

~ Ensure that your assets are managed prudently (by appointing a qualified trustee)

~ Manage the inheritances of any beneficiaries who may be minors or who are otherwise inexperienced in asset management

~ Secure the peace of mind of knowing your family and other heirs will be well taken care of according to your desires


In certain situations, a Will alone may be enough to avoid probate:

~ You don't own any real estate

~ All of your assets have a named beneficiary

~ You'd like to designate certain personal items to be distributed to various family members

In most situations, a Will alone is NOT SUFFICIENT to avoid probate, so please contact an estate planning attorney regarding your personal situation.

Health Care Directives

A Health Care Power of Attorney (or Advance Directive) can:

~ Appoint someone to speak with your doctors and make life support choices if you could not make them yourself

~ Direct under what circumstances you want (or do not want) to be on life support, use a feeding tube, or donate organs

~ Appoint someone to work with the funeral home upon your passing

~ Decide who will make decisions regarding nursing/home care if you developed a long-term disability

Durable Powers of Attorney for Financial Affairs

A Durable Power of Attorney will appoint someone to sign your name on documents and act on your behalf.  Among other powers, this person could:

~ Access your bank and investment accounts to ensure your bills are paid

~ File your state and federal income taxes

~ Sell your home if necessary to pay for your care

Once a person is mentally incapacitated, a Durable Power of Attorney is no longer an option, and the court must become involved to allow you to manage your loved one's financial affairs.

If you need to prepare an estate plan or would like to review your current living trust with one of our experienced attorneys, please call our office at (760) 946-2220 for your personal consultation.

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