Law Office of Robert Mansour
Estate Planning | Wills & Living Trusts
Serving Santa Clarita and surrounding communities.
Serving Santa Clarita and surrounding communities.
Helping Clients Create a "Legal Toolbox" - Protect Yourself and Your Loved Ones
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President of the Santa Clarita Valley Bar Association 2009
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Providing Our Clients with Peace of Mind
Estate planning involves assessing the client's needs and developing a plan that implements legal tools required to protect the client and the client's family. Some clients think estate planning is only for the wealthy. That is a big mistake.
Did you ever wonder how the wealthy stay wealthy? They use the very same legal tools available to average folks. The trouble is many people don't understand the value of using these tools to make sure they are protected.
There are many estate planning tools available. In some cases, a basic Last Will & Testament may be necessary. In other cases, a living trust is appropriate. Other common estate planning tools include the Durable Power of Attorney, Advance Health Care Directives, HIPAA Authorizations, Community/Separate property agreements, business assignments, and much more. Also, within each tool, there are variations to consider. There is no "one size fits all" plan despite what you may have heard. Our goal is that our clients not only "have" an estate plan but they understand their estate plan.
Please call for a consultation. You will feel great once your legal affairs are in order. Visit our "Get Started" page to get the ball rolling. You can also call our office and set up an appointment today.
Did you ever wonder how the wealthy stay wealthy? They use the very same legal tools available to average folks. The trouble is many people don't understand the value of using these tools to make sure they are protected.
There are many estate planning tools available. In some cases, a basic Last Will & Testament may be necessary. In other cases, a living trust is appropriate. Other common estate planning tools include the Durable Power of Attorney, Advance Health Care Directives, HIPAA Authorizations, Community/Separate property agreements, business assignments, and much more. Also, within each tool, there are variations to consider. There is no "one size fits all" plan despite what you may have heard. Our goal is that our clients not only "have" an estate plan but they understand their estate plan.
Please call for a consultation. You will feel great once your legal affairs are in order. Visit our "Get Started" page to get the ball rolling. You can also call our office and set up an appointment today.
The Estate Planning Process - 5 Easy Steps
STEP ONE:
Call (661) 414-7100 and book your initial consutlation.
STEP TWO:
Fill out the applicable questionnaire on the "Get Started" page. By filling out the questionnaire in advance, our meeting can be that much more productive. If you need help, please let us know.
STEP THREE:
Consultation with attorney Robert Mansour. During the consultation, Rob will explain the fundamentals of estate plannning and teach you about all the legal tools and how they fit together to create the "estate plan."
STEP FOUR:
We prepare your estate plan and provide it for your review. We will provide you with a detailed summary and highlight particular sections we want you to pay special attention to. We can also have a review meeting if you wish.
STEP FIVE:
Signing and finalizing of your documents. We teach you how to use the documents and offer step-by-step guidance.
Call (661) 414-7100 and book your initial consutlation.
STEP TWO:
Fill out the applicable questionnaire on the "Get Started" page. By filling out the questionnaire in advance, our meeting can be that much more productive. If you need help, please let us know.
STEP THREE:
Consultation with attorney Robert Mansour. During the consultation, Rob will explain the fundamentals of estate plannning and teach you about all the legal tools and how they fit together to create the "estate plan."
STEP FOUR:
We prepare your estate plan and provide it for your review. We will provide you with a detailed summary and highlight particular sections we want you to pay special attention to. We can also have a review meeting if you wish.
STEP FIVE:
Signing and finalizing of your documents. We teach you how to use the documents and offer step-by-step guidance.
