Here at Norell Law (FKA Law Office of Norell S. Manning), I am ready to help you plan for the future. Whether you are ready to create your estate plan or have no clue where to start, I am here to guide you.
A proper estate plan gives you the peace of mind to know that your wishes are in writing and that your family will have everything they need to care for your legacy. An estate plan can be as simple as a directive detailing your medical wishes if you need care and cannot speak for yourself, or it can include multiple documents that detail everything from the distribution of your accounts down to who takes care of your pets when you pass away.
I decided to open my law firm after working for other firms over the past 7 years and seeing the disparity in access to estate planning tools. To often clients are forced to sacrifice quality and customization for affordability. For too long one-on-one estate planning has been reserved for the wealthy.
I designed my firm so that no matter if your net worth is $50,000 or $5 million dollars you can have a quality estate plan that has been drafted just for you.
I look forward to helping you create an estate plan that makes sense for your life and your legacy.
What is Estate Planning?
Estate Planning is an umbrella term that covers different types of documents to help you plan for the future. An Estate Plan can include a combination of different documents, but the core documents are: Revocable Living Trust – Avoids probate and manages asset distribution. Last Will & Testament – directs asset distribution. Durable Power of Attorney – Authorizes someone to handle financial and legal matters. Advance Health Care Directive – Appoints a healthcare agent and outlines medical wishes. Trust Transfer Deed – Transfers real property into your trust. Certification of Trust – Provides proof of trust authority without disclosing private details.
Do I need a Trust if I already have a Will?
In California, a will alone does not avoid probate. A trust is recommended for anyone who owns real property or has assets exceeding the probate threshold. A trust keeps your estate private, reduces court involvement, and saves your loved ones time and money. A trust also allows you to have more complex distribution structures and protect beneficiaries that may be too young or need a little help managing money.
I am not rich, so that means I do not need an estate plan, right?
That is false. Estate planning is for anyone who wants to decide for themselves who make decisions for them or who gets their assets. Even if you do not have much, a Power of Attorney and an Advance Health Care Directive are still recommended.
What payment methods do you accept?
I accept all major credit/debit cards, cash, check, Venmo, and Zelle
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