Offering a wide range of estate planning and administration services
For more than 30 years, at Genevieve Wall, A Law Corporation, I have provided high-quality estate planning and administration counsel to my neighbors in Orange County, and throughout Southern California. I also serve more distant clients with California probate, trust, and estate matters.
From Wills to Trusts to Health Care Directives and Powers of Attorney, I help clients put estate plans in place, and help their named fiduciaries carry them out, to ensure that their assets will pass to their intended beneficiaries, and to ensure their medical wishes are upheld.
I also assist executors and trustees with the probate and trust estate administration processes.
My estate planning practice provides assistance with:
A comprehensive and well-crafted estate plan may include the following:
The people or groups involved in estate administration are those you designate to carry out your wishes — following your death or, in the case of some trusts, during your life. An executor is the person you choose to ensure the conditions of your will are met: He or she must pay your estate’s debts and taxes before transferring the rest of your assets to your beneficiaries. A trustee is the person you designate to manage your trust.
If you have assets, such as a home or investments, or if you have a family, it is never too early to plan your estate. You can always revise your will later. Many people revise their wills several times as their financial and family circumstances change.
Regardless of your age, and certainly if you are at midlife or elderly, you should hire an experienced estate attorney to prepare a will and durable power of attorney. You may also want to discuss ways to avoid or minimize probate. One strategy is to create a revocable living trust. As with a will, you name a trustee, but unlike a will, you transfer — into the living trust — all of the property that you want to leave to your heirs. You can change or revoke this kind of trust at any time. At Genevieve Wall, A Law Corporation, I have the experience and skill to advise you about the benefits of both wills and trusts.
If you have minor children, you and your spouse should choose a guardian to care for them until they reach legal age. If your estate is subject to estate tax, you should consider ways to minimize the tax for the benefit of your heirs. An experienced attorney helps with each of these considerations.
When someone passes away, there are a number of legal and tax matters that must be resolved. I can help you with the estate administration, whether it involves the private administration of a trust, probate of a will, or both.
Proper administration is more than just making sure that the right people get the right stuff. It is about taking advantage of tax planning opportunities, resolving disputes and eliminating unnecessary costs.
If you have lost a loved one and have an estate to administer, I can help you handle the details of the administration, so you can focus on dealing with grief and being with your family.
For many of us, pets are more than companions: they’re family members. Just as we ensure our children are cared for in the event of our death, we can ensure our pets are loved and cared for once we’re gone. Assuming a family member or close friend will step up and care for your pet after you die is a risk you needn’t take. There are presently several options for providing for your pets once you can no longer care for them yourself:
At Genevieve Wall, A Law Corporation, I have a special interest in animal welfare and am experienced in planning for pet care in estate plans. I can advise you on the options available and prepare a plan for your pet that offers you peace of mind.
I offer a courtesy initial consultation to prospective clients who need to open a California Probate court proceeding, or who need to administer a Living Trust after the death of a Trustor, or who want to establish a Trust, a Will, or an estate plan.
To schedule a free initial consultation to discuss opening a California Probate court proceeding, or to discuss administering a Living Trust after the death of a Trustor, or to discuss setting up a Trust, a Will, or an estate plan, call me today at 949-859-0861 or contact me online. My office is located in the Laguna Hills Civic Center, City Hall building.
Your call will be promptly returned. Set in the Laguna Hills Civic Center, City Hall building, my office serves clients from throughout Orange County and Southern California. My office has free parking, and it is accessible by public transportation. My office hours are flexible: I can schedule a time that is convenient for you.
“I have worked with Genevieve over the past ten years since my mother’s stroke. She helped me with advanced directives, power of attorney, and through the probate stages. As executor of the estate, I was able to rely on her guidance throughout the process.”
–5.0 Rating ★★★★★
“Ms. Wall has been of great assistance in competently preparing our family trusts and assisting with all matters pertaining to the recent death of my mother in law. She is the best example of the professionalism and care for clients that characterizes a great attorney and counselor.”
–5.0 Rating ★★★★★