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Request A Consultation
We offer free estate planning consultation where we gather information about you, your family, and assets to suggest appropriate planning structures. We listen to your concerns, goals, and aspirations to ensure your wishes are met.
We recognize that implementing an estate plan is one of the most important things you will ever do for yourself and your family, and we believe it is imperative that you feel comfortable with the process and the people with whom you are working. For this reason we offer a complementary no-obligation consultation for all new clients. In order to have a productive and thorough consultation, prior to our initial meeting, we will ask you to provide us with preliminary information regarding yourself, your family, and the assets you have accumulated. During the initial consultation, we will listen and identify your concerns, goals and aspirations, so that we can suggest appropriate planning structures to address your concerns and give you the peace of mind that you and your family will be taken care of according to your wishes.
During our initial consultation, we will discuss and walk through the differences between wills and trusts. Once we have had this discussion, the vast majority of our clients choose to create a trust-based plan. There are many reasons for this. A properly designed and implemented trust-based plan ensures that the probate court will not get involved in making decisions for you and your family in the event of your incapacity or death. By using a trust, you (not the Court) dictate who makes financial decisions for you and your family in the event of your incapacity or death. In a trust plan, you (not the Court) determine who receives assets, and you have the ability to provide detailed instructions and guidelines as to how those protected assets are distributed to your beneficiaries. A properly designed and implemented trust plan avoids the probate process, and protects your family from the frustration, delay and expense of probate court proceedings.
Choosing Soto Law Firm means opting for a team that values your peace of mind above all:
Soto Law Firm understands the importance of estate planning. We know that it may seem like a tedious legal requirement, but it is an opportunity to create a lasting legacy for you and your loved ones. With their dedicated team, we ensure that we guide you through every step of the planning process, making sure that nothing is left out.
We believe that estate planning is a gift of peace of mind for you and those closest to you. With their help, you can write a will, establish trusts or prepare power of attorney documents with confidence. Schedule a consultation with them to discuss your estate planning needs. Take the first step towards securing your legacy and achieving peace of mind.
