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Estate Planning Services

Should you pass without an estate plan, the state of California will decide to whom your hard-earned monies will pass. In addition, your loved ones will be subjected to the expensive and time-consuming process of probate. Our sister firm, Finlay Law Group, APC can assist you in planning ahead so that property will pass pursuant to your wishes and in the most cost-efficient way.

A simple estate plan usually consists of a revocable living trust, a pour-over will, a health care directive and a power of attorney for asset management. If you create and properly fund a revocable living trust, when you die, there will be no property for the state of California to probate. If you have minor children, you can name guardians in your will and therefore have a say in who will take care of your children should something happen to you. A health care directive allows your appointed agent to make important health care decisions for you should you become incapacitated. Similarly, a power of attorney for asset management permits your agent to make financial decisions for you should become incapacitated. For a minimal amount of time and effort, you can save your loved ones a wealth of heartache. If you would like to discuss your estate planning needs, please contact Mary Finlay at the Finlay Law Group, APC.

Main Office

4665 MacArthur Court,
Suite 200
Newport Beach, CA 92660
Phone: (949) 477-5050
Fax: (949) 608-9142

Nevada Office

7785 W. Sahara Ave.,
Suite 200
Las Vegas, NV 89117
Phone: (702) 475-7964
Fax: (702) 946-1345

Arizona Office

16427 N. Scottsdale Road,
Suite 300
Scottsdale, AZ 85254
Phone: (949) 477-5050
Fax: (949) 608-9142

Washington Office

3600 15th Avenue West
Suite 200
Seattle, WA 98119
Phone: (949) 477-5050
Fax: (949) 608-9142

Utah Office

2975 W. Executive Parkway
Suite 125 / Mailbox 155
Lehi, UT 84043
Phone: (801) 893-4901
Fax: (702) 946-1345

Languages Spoken:

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