Passing your assets to the right people shouldn’t be complicated or stressful. Isha Singh provides personalized estate planning to protect your assets and ensure peace of mind for your loved ones.
We’re here to help you achieve your peace of mind!
What makes Isha Singh different from other Anaheim estate planning attorneys:
Creating your estate plan with our Anaheim, CA, attorney is straightforward and stress-free. Here’s how we make it happen:
Share your goals on a free call to see how we can bring peace of mind to your family
A free session where we assess your situation and make customized estate plans.
After your plan is made, you’ll review and finalize all documents.
We provide lifetime support to ensure your plan is updated with your life changes.
Anaheim families trust us because we become a part of their lives. Here are some of the perks that are hard to find anywhere:
We believe peace of mind shouldn’t come with hidden costs. That’s why our firm offers clear and flat-fee packages with no unexpected charges.
We have in-depth expertise in handling matters governed by the California Probate Code §§ 100 - 13158.
We design personalized estate plans that comply with the California Probate Code and California Family Code.
Our firm creates and manages revocable trusts under the Trust Law or California Probate Code §§ 15000–19403.
Protect your children’s future by naming trusted guardians in your estate plan, following the legal standards under California Probate Code § 1500–1502.
Maintain control over your medical and financial decisions during illness through powers of attorney established under California Probate Code §§ 4000–4545.
As your trusted Anaheim estate planning attorney, we assess your situation to create a plan under California law that fits your life. The following are the components that your plan may include:
| Estate Planning Component | Description | If Not in Place / Applicable Law |
|---|---|---|
| Last Will & Testament | Specify how your assets are distributed and name guardians for minor children. | California Probate Code §§ 6100–6111; assets may pass by intestate succession if no will exists. |
| Living Trust | Helps your family avoid probate to keep matters private and faster than court processes. | Without a trust, assets may go through probate under California Probate Code §§ 100–1210. |
| Durable Power of Attorney | Appoint someone to manage your financial and legal matters if you become unable. | In the absence, a court may appoint a conservator under California Probate Code §§ 1800–1829. |
| Advance Healthcare Directive | Specify your medical preferences and appoint a healthcare representative for critical decisions. | California Probate Code §§ 4600–4806; healthcare decisions may be made by default family hierarchy or court-appointed conservator. |
Every Anaheim resident must follow the steps mentioned to create a comprehensive estate plan to protect their families from probate.
Why Estate Planning Matters
Estate planning protects your assets from unnecessary legal complications and costly probate proceedings. Probate filings in Orange County were 3,509 for the fiscal year 2022-23, showing that many families face court involvement due to a lack of planning.
One major reason for this increase is that over 70% of adults do not have a will or trust. As a result, probate fees can consume 4% - 8% of an estate's value without proper estate planning. Moreover, the probate process can take 9-18 months in Orange County. Due to this reason, families might see long delays in getting their assets back.
When to Start Estate Planning
A person must start estate planning in Anaheim as soon as they have assets or are in one of the following situations:
After Major Life Events: Marriage, divorce, birth of a child, or blending families.
Acquiring Significant Assets: Buying a home, starting a business, or inheriting property.
Planning for Special Needs: When you have dependents with special needs or elderly parents.
Health Changes: In case diagnosed with a serious illness or aging concerns that may impact decision-making.
Near Retirement: Ensuring your retirement accounts and legacy plans are in order.
Regular Review: Even if you already have a plan, review it every 3–5 years or after major life changes.
List your assets and debts, define goals (protect kids, avoid probate, minimize taxes), and choose trusted fiduciaries.
Prepare Important Documents
| Document | Purpose |
|---|---|
| Will | Distributes assets and names guardians |
| Living Trust | Avoids probate and keeps matters private |
| Durable Power of Attorney | Let someone make financial decisions on your behalf |
| Advance Healthcare Directive | States medical wishes and names the healthcare decision-maker |
| Beneficiary Names | Directs transfer of insurance and bank accounts |
Sign all documents properly, fund your living trust by transferring property titles, and review your estate plan regularly. For local guidance, read riverside.courts.ca.gov/divisions/probate.
Take control now. Book a free 30-minute session and keep your estate in your family’s hands.
The 10-year charge, also known as the periodic charge, is a form of inheritance tax (IHT) that applies to most discretionary trusts. It is assessed every 10 years after the trust is created and can result in a tax charge on the value of the trust’s assets
The biggest mistake with wills is not having one, and other common errors include not updating it after major life events, being unclear about who gets what, forgetting to update beneficiaries on accounts, and signing it incorrectly.
Probate should be filed within 30 days of the person’s death. If the family waits too long, the court may question the delay, and it can slow down access to the assets.
You should consider a trust when your net worth is around $208,850, but net worth is not the only factor. A Trust is beneficial for people with specific goals, such as avoiding probate, providing for minor children, protecting assets, or providing for a loved one with special needs.
The 2-year rule allows certain appointments made within two years of death to be treated as if they were part of the deceased’s will.
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