Estate Planning Documents
Powers of Attorney
Trusts & Wills
Estate Planning Documents
Probate can cost thousands of dollars and be time consuming and inconvenient if you or a loved one dies with out proper planning.
Having a Power of Attorney in place for Financial matters or Healthcare choices is important as you age gracefully.
We guide you in getting your estate plan done by partnering with experienced attorneys and Legal Plans. This gives you a very affordable way to take care of your important estate planning documents like your Will, Trust and Power of Attorney.
Powers of Attorney
What is a Power of Attorney?
A Power of Attorney gives someone authority to act on your behalf on specified legal or healthcare matters. It only remains in effect until you change it or pass away.
Living Trusts
Do You Need a Living Trust?
If you own property, like a home, that may be subject to Probate and court fees and delays.
A Living Trust provides a way to possibly avoid Probate and allow the transfer of your assets to your beneficiaries or heirs.
Wills
Why have a Will?
A Will instructs executors and courts what you want to happen to your assets. If you die without a will, the state law decides for you.
A Will may not avoid probate. A Living Trust usually has a special Pour-over Will included.
HOW TO GET YOUR LEGAL DOCUMENTS
Contact a Local Attorney
We have developed relationships with local, qualified attorneys that can help. This is especially important when you are needing a specialized trust or help administering an estate for someone who has passed away.
Do it Yourself
While DIY may save you some money in the short run, you might not be around to correct any mistakes or unintended consequences. Due to the importance and complexity of legal documents, we don’t recommend this method.
Let Us Help You
RHB Advisors is a firm that specializes in basic Estate Planning documents such as a Will, Living Trust, and POA. With help from your Trust Advisor, we gather the data for your documents, which are then attorney reviewed and prepared.
We will help you execute and fund your Estate Plan.
This process may save you hundreds of dollars.
Use a Prepaid Legal Plan
LegalShield is an online legal service that provides affordable legal coverage for individuals and small businesses. Instead of paying the steep hourly rates typically charged by law firms, customers can pay a fixed monthly rate for legal representation, document preparation and advice on a range of issues.
Our Trust Advisors
Our Trust Advisors are specially trained to help you complete your Estate Planning Documents.
We will meet with you and walk you through the entire process. Trust Advisors may also be licensed to represent you for other needs you may have like: Medicare Plans, Life Insurance or Annuities. You are not required to do any insurance business with us to have us help you with your important Estate Planning Documents.
Contact Us
Our Office
41593 Winchester Road Suite 200
Temecula, California 92590
(951) 837-7373 TTY 711 (M-F 9AM-5PM)
Hours
Saturday: By appointment
Sunday: Closed
Legal Advice Disclosure
While every effort has been made to insure the information on this page is accurate, it is for informational purposes only and is not to be considered legal advice. To obtain legal advice, please contact a licensed attorney in the jurisdiction you are seeking advice. We may provide you a referral to attorneys we trust.