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CVEP brings decades of estate planning experience to you in the comfort of your own home. Your safety is maximized by minimizing the direct contact with others required to complete your Trust, Will, and/or Advanced Health Care Directive.
California Virtual Estate Planners
A trust is a legal device under which property is held by one person, the trustee, for the benefit of another person or persons, called the beneficiary. The trustee is required to handle and apply the trust property according to the written instructions contained in the trust document. While there are many types of trusts, for estate planning purposes a revocable living trust is the type most frequently used by clients in their planning. When you establish a revocable living trust, a critical step is to transfer one’s assets into the trust, such as real property, bank accounts, and stocks. This is known as “funding” the trust… Read More
A will is the alternative primary estate planning device that clients should consider. Normally the preparation of a will requires less attorney time because it is a simpler document, therefore a will should normally be less expensive than a revocable living trust. Keep in mind, however, that each individual person must have their own separate will whether married or not, while a married couple can do their estate planning with one revocable living trust under which they are both the trust makers… Read More
Beneficiary Designations and Personal Property Memorandums are documents that allow you to designate specific assets for particular beneficiaries. Beneficiary Designations work on bank accounts or life insurance proceeds through Pay on
Death designations while Personal Property Memorandums are lists of tangible property and their specific inheritor; such separate memorandums are typically authorized under the terms of a will or trust. CAUTION: Use of these documents normally will supplement, not replace, a will or a living trust as your primary estate planning device. Our Will and Trust Packages do include these documents.
Funding and Transfer documents are necessary documents that provide for the transfer of money, stocks, bonds, real property, and other assets into a trust. Your CVEP attorney will assist you with funding your trust during your second video conference.
A Financial Power of Attorney (FPOA), is a document that grants authority to an agent to act on your behalf with regard to financial decisions. This instrument goes into effect when you become incapacitated. An FPOA is included in our Will, Trust, and Powers Packages. 
An Advanced Health Care Directive (AHCD), explains one’s wishes as to medical treatment if one becomes incompetent or unable to communicate. Also called a Medical Power of Attorney or Advanced Medical Directive, it gives someone you trust “attorney-in-fact” authority to act on your behalf and make health care decisions for you in the event of incapacity. An AHCD is included in our Will, Trust, and Powers Packages.
At CVEP, we know that clients prefer experienced estate planning legal counsel to explain alternatives and assist the client in making choices appropriate to their unique circumstances. All of the estate planning attorneys at CVEP have substantial experience as lawyers in California and a minimum of five years experience providing estate planning legal services to clients. CVEP stands behind the work of its attorneys, and we carry E&O insurance well in excess of the minimum required by the State Bar of California.
CVEP is a law firm whose attorneys are all licensed by the State Bar of California to practice law in this state. Our clients are residents of California, and CVEP adheres to the Rules of Professional Responsibility applicable to lawyers in California. Our clients personal information provided to CVEP for their estate planning is protected by the attorney-client privilege, and CVEP will not disclose it to anyone outside the firm without the client’s written authorization. CVEP client personal information is stored securely in a cloud storage with numerous safeguards.
Clients find that our legal fees are typically well below fees charged by other law firms for the same or similar services.
CVEP is committed to making its estate planning legal services available to all California residents without regard to race, national origin, religion, physical disability, sex, gender identity or sexual preference.
I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now. When, while the lovely valley teems with vapour around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary,
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