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Orange County Estate Planning Blog

What is a California Power of Attorney?
Law Office of Jonathan D. Alexander, Esq.

A power of attorney (“POA”) is a legal document where you (the “Principal”) authorizes another person (your “Agent”) to handle your affairs—typically in the estate planning context—when you are incapacitated.  The type and amount of power given to an Agent depends on the terms of the POA.  An Agent can be authorized through a POA…

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What is a Revocable Living Trust?
Law Office of Jonathan D. Alexander, Esq.

A revocable living trust is a type of trust that can be modified during the creator’s lifetime.  California residents commonly use revocable living trusts to: Name the individuals who will inherit your property (your “beneficiaries”). Avoid probate (a time consuming and expensive court proceedings where a judge determines who inherits your money and property). Avoid…

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What is an Advance Health Care Directive?
Law Office of Jonathan D. Alexander, Esq.

An advance health care directive or “Advance Directive” is a legal document that authorizes an individual to make decisions regarding health care, medical attention and personal care for you in the event that you cannot.  An Advance Directive is an important component of a well-drafted comprehensive estate plan that should also include, at a minimum,…

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What is a Pour-over Will in California?
Law Office of Jonathan D. Alexander, Esq.

A pour-over will is a type of will that transfers ownership of your property to your living trust.  A living trust is one of the best ways to avoid the expense and delay of probate court in California.  In California, if at the time of your death you own certain property and money worth—at the…

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What is a Trust?
Law Office of Jonathan D. Alexander, Esq.

A trust is a contract. The person who creates a trust is called a grantor. The person who carries out the terms of the trust is called the trustee.  The persons or organizations who receive property or money from a trust are called beneficiaries.    The trust is, in essence, an agreement between the grantor…

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What Should Residents of Rancho Mission Viejo California Know about How a Living Trust Works?
Law Office of Jonathan D. Alexander, Esq.

How Does a Living Trust Work? A living trust is one of the most efficient estate planning tools available but there are some common misconceptions. According to a survey made by Caring.com only 42% of responders have created or prepared an estate plan. There are three reasons why someone may put off their estate planning:…

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Common Mistakes Rancho Mission Viejo Residents Should Avoid When Setting up a Revocable Living Trust
Law Office of Jonathan D. Alexander, Esq.

Common Mistakes with Living Trusts One of the first things we tell our clients is that the key to better protection for your assets is to prepare and fund your trust correctly. If you do not take the right steps, your family may end up in probate court. Failing to properly prepare will cost you…

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10 Things all Californians Should Understand about Estate Planning
Law Office of Jonathan D. Alexander, Esq.

Losing a loved one is a somber, sad event. Dealing with the aftermath is difficult for family, relatives, and friends. Besides the emotional toll, survivors have an unenviable task. They must determine how to transfer or inherit property from the person who died. In estate planning terminology, the person who died is the decedent. The…

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10 Things You Should Know about Funding a Revocable Living Trust 
Law Office of Jonathan D. Alexander, Esq.

Most of my clients create living trust centered estate plans. Living trusts have several advantages over will-centered estate plans. Drafting the living trust; however, is just the first step. Properly funding your trust is critical to ensure that you are prepared for the future. An error in the funding process could result in your assets…

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14 Benefits of a Living Trust
Law Office of Jonathan D. Alexander, Esq.

A living trust is a legal document that describes how you want to transfer your assets when you die. In this fashion, it’s like a will but creating a living trust centered estate plan has several advantages. It allows you to avoid probate. The transfer of your assets can remain confidential. If you merely have…

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Client Reviews

The pandemic had me thinking very seriously about my outdated Will, I contacted the Law Office of Jonathan D. Alexander and he quickly eased my mind about all of the details of my estate and outdated will. He handled every detail from end to end and I was able to complete my Living Trust with no...

Joanne T.

I am so grateful to have been able to work with Jonathan. I knew I wanted to have a Living Trust and I had no idea what to expect going into the process. Jonathan was easy to talk to and explained the process thoroughly of what was required. He was patient with my multiple questions and replied in a...

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