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Experienced Estate Planning Lawyer

With all of the options available for online estate planning forms and do-it-yourself options for estate planning, many people fail to see the value of working with an attorney to create their plans. However, an experienced lawyer provides value that no online form possibly can.

I am attorney Beau Jacob. With more than 30 years of legal experience, I can help you make sure you create an estate plan that will be effective in court and create a strategy using multiple instruments to meet your needs, and will personally walk you through the entire legal process.

I have been admitted to the bar in three states, including California. I chose to develop my law firm as a general law practice rather than specializing in one or two areas. This allows me to serve clients across Santa Clara County and the South Bay Area in an accessible and cost-effective manner.

Protect Your Legacy With Estate Planning

Life is uncertain, but being forward-thinking about how you want your estate to be distributed after you die can ease confusion for your loved ones. I offer assistance in building a basic estate planning package, which may include:

  • A last will and testament
  • A trust to make asset and property transfers easier
  • Powers of attorney for medical and financial matters
  • Advance medical directives

I can also advise you about the tax consequences of various estate planning strategies, including wills and trusts.

The Benefits A Will Provides

A properly worded will can go a long way toward helping you achieve your estate planning goals. But because of the California legal requirements concerning the validity of wills, retaining the services of a skilled estate planning lawyer can be essential.

A will provides many benefits. It expresses your intentions regarding the distribution of your estate. A will provides directions to your executor in handling your estate. A listing of your belongings allows potential beneficiaries to understand what precisely is in your estate. This, in turn, will make the distribution process more efficient and less costly. Also, by listing your clear intentions, disputes concerning your estate are minimized. It decreases the chances that a court will make determinations regarding your estate instead of you.

There are also benefits to having a will that many individuals do not even know exist. For example, you can even appoint a guardian for your children in your will, and a will expresses your wishes concerning any funeral service.

With the added benefits a will provides, it is also important to understand that mistakes made when drafting a will can be costly. Mistakes can lead to expensive and lengthy will contests. Unclear provisions in the will may ultimately mean the court will decide how to divide your estate.

What Else Can I Do For You? Find Out Today.

I am proud to have a general full-service law firm. I can help you with other legal services beyond what is mentioned on this website. To find out if my services are a good fit for your needs, call my Morgan Hill office at 408-779-3277 or email me. If I can’t help you, I’ll refer you to a lawyer who can.