Planning For The Future

Family estate planning can provide you with peace of mind that comes from knowing your loved ones will be cared for. A comprehensive estate plan includes more than simply writing a Will and is not just for the elderly. Anyone with children or significant assets needs to have a plan in place.

Even if you have an estate plan in place, it is beneficial to review it every five years and after major life changes such as a marriage, birth, divorce or death. You need an experienced and compassionate lawyer who will not only protect your interests, but will also make sure you understand what you have in place and how it works.

A Wealth Of Estate Planning Experience

Attorney Susan Borquez has assisted Camarillo-area families with all of their estate planning needs for more than 30 years. Her team has an in-depth knowledge of this area of California law.

We often find that people do not fully understand how the components of an estate plan work together even when they have an existing plan. When you work with us, you will not simply leave with a set of documents. You will understand what you have in place. We take the time to explain how each piece fits into the overall plan.

We will review your circumstances and create an individualized estate plan that may include:

  • A Will and trust, including a living trust and possibly an educational trust or special needs trust
  • An advance health care directive and a financial durable power of attorney
  • A HIPAA release
  • Financial planning for your family

You may even be able to avoid probate and a conservatorship through estate planning. We will assist you as you make sensitive decisions about the management and distribution of assets as well as your future health care. Read our Did You Know? fact page for initial questions to consider.

Make One Call To Start The Process

It only takes a call to start the estate planning process. Susan Borquez can help you develop a comprehensive plan. Call 805-603-4518 to start the process today. Or schedule a free initial consultation by filling out our convenient online form.